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Portfolio X-ray

Paste your holdings to see risk and overlap.

How this works

Paste your holdings to see sector mix, concentration, risk, and how much you overlap with each Coteau model.

Or start from: Quality Growth, Momentum Top 15, Momentum Blend, New Highs Growth, Conviction 20, ARK Invest
1-year return (weighted)
+10.2%
SPY +15.8%
Volatility (1 yr)
15%
SPY 13%
Holdings
51
largest 11%
Top 5 weight
40%
diversified

Sector mix

Communication Services26%
Financials20%
Health Care20%
Technology12%
Industrials10%
Healthcare6%
Information Technology5%
Financial Services1%
Consumer Discretionary0%
Unknown0%
Real Estate0%
Consumer Staples0%
Consumer Cyclical0%

Overlap with Coteau models

Conviction 20
Shared: MU, TSM
6%Quality Growth
Shared: MU
0%Momentum Top 15
Shared: MU
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%

Holdings

GOOGL 11.1% · Communication Services+33% 1YTSM 8.7% · Technology · in Conviction 20+44% 1YFWONK 7.7% · Communication Services-6% 1YSCHW 6.6% · Financials-3% 1YCOF 6.1% · Financials-5% 1YELV 5.9% · Health Care+27% 1YICLR 5.5% · Healthcare-8% 1YGOOG 5.1% · Communication Services+31% 1YSUNB 5.0% · Industrials– 1YICE 4.9% · Financials+3% 1YMSA 4.7% · Industrials+11% 1YUNHUNH 4.6% · Health Care+18% 1YTECH 3.7% · Health Care+17% 1YROP 3.6% · Information Technology-21% 1YALGN 3.1% · Health Care+12% 1YSAP 3.0% · Technology-16% 1YZTS 2.6% · Health Care-44% 1YBRK-B 2.3% · Financials+9% 1YACN 1.7% · Information Technology+2% 1YMETA 1.4% · Communication Services-5% 1YBRK-A 1.2% · Financial Services+9% 1YFWONA 0.9% · Communication Services-6% 1YAMTM 0.2% · Industrials-13% 1YCACC 0.1% · Financials+9% 1YMU 0.0% · Information Technology · in Quality Growth, Momentum Top 15, Conviction 20+334% 1YGLIBK 0.0% · Communication Services-44% 1YEQH 0.0% · Financials+16% 1YGPI 0.0% · Consumer Discretionary-45% 1YVTI 0.0% · sector n/a+15% 1YLAD 0.0% · Consumer Discretionary-2% 1YJ 0.0% · Industrials-13% 1YGLIBA 0.0% · Communication Services-44% 1YNFLX 0.0% · Communication Services-45% 1YVXUS 0.0% · sector n/a+15% 1YGMED 0.0% · Health Care+28% 1YSDHC 0.0% · Real Estate-40% 1YCPA 0.0% · Industrials+12% 1YKSPI 0.0% · Technology+33% 1YAXP 0.0% · Financials-8% 1YAAPL 0.0% · Information Technology+30% 1YMSFT 0.0% · Information Technology+4% 1YSBGI 0.0% · Communication Services+11% 1YDG 0.0% · Consumer Staples+28% 1YFERG 0.0% · Industrials-5% 1YVT 0.0% · sector n/a+15% 1YCHTR 0.0% · Communication Services-56% 1YHGV 0.0% · Consumer Discretionary-15% 1YSPGI 0.0% · Financials-2% 1YBAC 0.0% · Financials-1% 1YSTLASTLA 0.0% · Consumer Cyclical-59% 1YRMNI 0.0% · Technology-8% 1Y

Price returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. Not investment advice.

coteau

Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.

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