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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)
-5.0%
SPY +15.8%
Volatility (1 yr)
25%
SPY 13%
Holdings
7
largest 26%
Top 5 weight
93%
concentrated

Sector mix

Financials62%
Information Technology27%
Unknown11%

Overlap with Coteau models

Quality Growth
Shared: FICO
7%Momentum Top 15
No shared holdings
0%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%Conviction 20
No shared holdings
0%

Holdings

FICO 25.8% · Information Technology · in Quality Growth-51% 1YSPGI 19.9% · Financials-2% 1YMCO 19.1% · Financials+1% 1YMA 17.6% · Financials+10% 1YASML 10.9% · sector n/a+58% 1YVV 5.1% · Financials+19% 1YINTU 1.6% · Information Technology-49% 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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