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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)
+7.0%
SPY +15.8%
Volatility (1 yr)
17%
SPY 13%
Holdings
50
largest 16%
Top 5 weight
53%
diversified

Sector mix

Financials18%
Consumer Staples16%
Unknown16%
Industrials15%
Financial Services10%
Consumer Discretionary10%
Materials5%
Energy4%
Communication Services3%
Information Technology2%
Health Care1%

Overlap with Coteau models

New Highs Growth
Shared: DINO, JNJ
2%Momentum Blend
Shared: VLO
1%Quality Growth
No shared holdings
0%Momentum Top 15
No shared holdings
0%Conviction 20
No shared holdings
0%

Holdings

BRK-B 15.6% · Financials+9% 1YALK 10.7% · Industrials-29% 1YBRK-A 10.3% · Financial Services+9% 1YDG 8.7% · Consumer Staples+28% 1YDECK 7.5% · Consumer Discretionary-13% 1YDLTR 7.2% · Consumer Staples+26% 1YBLDR 5.6% · sector n/a-56% 1YOLN 4.8% · sector n/a-32% 1YNEM 4.7% · Materials+24% 1YKGC 4.1% · sector n/a-8% 1YPAYX 2.4% · Industrials-7% 1YFIVE 2.1% · Consumer Discretionary+43% 1YSPGI 2.1% · Financials-2% 1YDINO 2.0% · Energy · in New Highs Growth+146% 1YDISDIS 1.7% · Communication Services+1% 1YCTSH 1.7% · Information Technology+5% 1YVLO 1.1% · Energy · in Momentum Blend+176% 1YCMICMI 1.0% · Industrials+31% 1YXOMXOM 0.9% · Energy+62% 1YSKYDSKYD 0.7% · Communication Services-57% 1YTRVTRV 0.7% · Financials+51% 1YMRK 0.6% · Health Care+77% 1YEQNREQNR 0.6% · sector n/a+107% 1YSBUX 0.5% · Consumer Discretionary+21% 1YGE 0.4% · Industrials-0% 1YCOST 0.4% · Consumer Staples+7% 1YGEV 0.3% · Industrials+50% 1YNXPI 0.2% · Information Technology+10% 1YGLDM 0.2% · sector n/a-6% 1YSMHI 0.2% · sector n/a+48% 1YAAPL 0.2% · Information Technology+30% 1YKO 0.1% · Consumer Staples+40% 1YAXP 0.1% · Financials-8% 1YCVX 0.1% · Energy+52% 1YSGOV 0.1% · sector n/a+4% 1YGOOG 0.1% · Communication Services+31% 1YPHYS 0.1% · sector n/a-7% 1YSHEL 0.0% · sector n/a+50% 1YMA 0.0% · Financials+10% 1YSYF 0.0% · Financials+3% 1YPM 0.0% · Consumer Staples+31% 1YGEHC 0.0% · Health Care-7% 1YGOOGL 0.0% · Communication Services+33% 1YPSX 0.0% · Energy+130% 1YMSFT 0.0% · Information Technology+4% 1YSIVR 0.0% · sector n/a+10% 1YMCHP 0.0% · Information Technology+16% 1YNFLX 0.0% · Communication Services-45% 1YSUNB 0.0% · Industrials– 1YJNJ 0.0% · Health Care · in New Highs Growth+37% 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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