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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)
+26.3%
SPY +15.8%
Volatility (1 yr)
25%
SPY 13%
Holdings
46
largest 10%
Top 5 weight
44%
diversified

Sector mix

Information Technology32%
Communication Services22%
Technology14%
Consumer Discretionary10%
Consumer Cyclical9%
Financials7%
Industrials4%
Health Care1%
Financial Services1%
Materials0%
Unknown0%

Overlap with Coteau models

Conviction 20
Shared: AMZN, AVGO, NVDA, SPCX, TSM
21%Quality Growth
Shared: NVDA, STX
8%Momentum Top 15
Shared: AMD, INTC, STX
5%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%

Holdings

TSM 9.7% · Technology · in Conviction 20+44% 1YAMZN 9.6% · Consumer Discretionary · in Conviction 20+21% 1YNVDA 9.3% · Information Technology · in Quality Growth, Conviction 20+19% 1YGOOGL 8.7% · Communication Services+33% 1YMETA 6.6% · Communication Services-5% 1YLRCX 5.7% · Information Technology+84% 1YSE 5.0% · Consumer Cyclical-51% 1YAMAT 4.9% · Information Technology+79% 1YGEV 3.9% · Industrials+50% 1YMSFT 3.5% · Information Technology+4% 1YCPAY 3.0% · Financials+43% 1YCBRS 2.8% · Technology– 1YAVGO 2.8% · Information Technology · in Conviction 20-4% 1YCPNG 2.6% · Consumer Cyclical-55% 1YINTC 2.5% · Information Technology · in Momentum Top 15+141% 1YSPOT 2.2% · Communication Services-22% 1YTTWO 1.9% · Communication Services-21% 1YRDDT 1.8% · Communication Services-23% 1YAMD 1.6% · Information Technology · in Momentum Top 15+122% 1YXYZ 1.5% · Financials+2% 1YAPOAPO 1.3% · Financials-10% 1YSTX 1.1% · Information Technology · in Quality Growth, Momentum Top 15+217% 1YVV 1.1% · Financials+19% 1YMELI 1.1% · Consumer Cyclical-11% 1YFWONK 0.9% · Communication Services-6% 1YNU 0.6% · Financial Services-2% 1YWLTH 0.6% · Technology– 1YUNHUNH 0.5% · Health Care+18% 1YCHYM 0.5% · Technology+67% 1YEQPT 0.4% · Industrials– 1YSHW 0.4% · Materials+2% 1YDHR 0.4% · Health Care+8% 1YNOW 0.4% · Information Technology-19% 1YSPCX 0.3% · sector n/a · in Conviction 20– 1YBULL 0.2% · Technology-47% 1YRERE 0.2% · Consumer Cyclical+2% 1YAPLD 0.1% · Technology-46% 1YCIFR 0.1% · Technology-55% 1YCORZ 0.1% · sector n/a-27% 1YUBERUBER 0.0% · Industrials-26% 1YJD 0.0% · Consumer Cyclical-18% 1YDASH 0.0% · Consumer Discretionary-28% 1YPONY 0.0% · Technology-73% 1YARX 0.0% · Financial Services+55% 1YGEMI 0.0% · Financial Services-85% 1YMNTN 0.0% · Technology-31% 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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