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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)
+18.1%
SPY +15.8%
Volatility (1 yr)
16%
SPY 13%
Holdings
17
largest 21%
Top 5 weight
59%
diversified

Sector mix

Industrials26%
Technology21%
Communication Services17%
Consumer Discretionary9%
Information Technology7%
Financials7%
Materials7%
Unknown4%
Health Care1%

Overlap with Coteau models

Conviction 20
Shared: AMZN, NVDA, TSM
17%Quality Growth
Shared: NVDA
5%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%

Holdings

TSM 20.8% · Technology · in Conviction 20+44% 1YTDGTDG 12.2% · Industrials-12% 1YGOOGL 9.4% · Communication Services+33% 1YAMZN 8.9% · Consumer Discretionary · in Conviction 20+21% 1YDE 7.6% · Industrials+38% 1YFWONK 7.2% · Communication Services-6% 1YVMC 6.6% · Materials-11% 1YNVDA 5.5% · Information Technology · in Quality Growth, Conviction 20+19% 1YWCN 4.1% · sector n/a-2% 1YVV 4.0% · Financials+19% 1YALSN 3.6% · Industrials+36% 1YMA 3.5% · Financials+10% 1YWWD 2.4% · Industrials+29% 1YGWRE 2.0% · Information Technology-28% 1YVEEV 1.5% · Health Care+11% 1YMLM 0.5% · Materials-19% 1YTTAN 0.3% · Technology-14% 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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