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.
1-year return (weighted)
+6.9%
SPY +15.8%
Volatility (1 yr)
18%
SPY 13%
Holdings
11
largest 34%
Top 5 weight
84%
concentrated
Sector mix
Overlap with Coteau models
Quality Growth
No shared holdings
0%Momentum Top 15No shared holdings
0%Momentum BlendNo shared holdings
0%New Highs GrowthNo shared holdings
0%Conviction 20No shared holdings
0%Holdings
GE 33.6% · Industrials-0% 1YVV 19.8% · Financials+19% 1Y
MCO 12.3% · Financials+1% 1Y
SPGI 10.9% · Financials-2% 1Y
CP 7.4% · sector n/a+15% 1Y
GOOG 6.7% · Communication Services+31% 1Y
FER 2.7% · sector n/a-21% 1Y
CNI 2.1% · sector n/a+29% 1Y
GOOGL 1.7% · Communication Services+33% 1Y
MLM 1.4% · Materials-19% 1Y
VMC 1.4% · Materials-11% 1YPrice 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.