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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)
+17.1%
SPY +15.8%
Volatility (1 yr)
27%
SPY 13%
Holdings
19
largest 11%
Top 5 weight
45%
diversified

Sector mix

Information Technology20%
Consumer Discretionary15%
Consumer Staples13%
Technology12%
Utilities11%
Health Care9%
Consumer Defensive9%
Unknown9%
Financial Services2%

Overlap with Coteau models

Momentum Top 15
Shared: STX, TWLO
9%Quality Growth
Shared: STX
7%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%Conviction 20
No shared holdings
0%

Holdings

TLN 10.9% · Utilities-14% 1YSTX 9.5% · Information Technology · in Quality Growth, Momentum Top 15+217% 1YPRMB 9.0% · Consumer Defensive-8% 1YPFGCPFGC 7.8% · Consumer Staples-4% 1YMKSI 7.5% · Information Technology+50% 1YDKS 7.0% · Consumer Discretionary-35% 1YCVNA 6.1% · Consumer Discretionary-11% 1YSHC 5.7% · Health Care+7% 1YCELH 5.5% · Consumer Staples-54% 1YGDS 5.4% · Technology-32% 1YGIL 3.9% · sector n/a-31% 1YGLNGGLNG 3.7% · sector n/a+19% 1YBRKR 3.6% · Health Care+47% 1YSTM 3.4% · Technology+53% 1YBTDR 3.2% · Technology-69% 1YTWLOTWLO 2.7% · Information Technology · in Momentum Top 15+137% 1YFUNFUN 2.2% · Consumer Discretionary-64% 1YRIOT 1.6% · Financial Services-37% 1YRSP 1.2% · sector n/a+15% 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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