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)
-4.6%
SPY +15.8%
Volatility (1 yr)
22%
SPY 13%
Holdings
18
largest 14%
Top 5 weight
57%
diversified
Sector mix
Overlap with Coteau models
Conviction 20
Shared: AMZN
6%Quality GrowthNo shared holdings
0%Momentum Top 15No shared holdings
0%Momentum BlendNo shared holdings
0%New Highs GrowthNo shared holdings
0%Holdings
VV 14.1% · Financials+19% 1Y
AMZN 12.4% · Consumer Discretionary · in Conviction 20+21% 1Y
RKT 11.6% · Financial Services-34% 1YBLKBLK 9.9% · Financials-1% 1Y
META 9.2% · Communication Services-5% 1Y
CRM 8.3% · Information Technology-4% 1YTOSTTOST 7.0% · Financials-13% 1Y
KKR 5.8% · Financials-25% 1Y
SPOT 4.3% · Communication Services-22% 1Y
LLYVK 4.1% · Communication Services+8% 1Y
SSD 3.1% · Industrials+3% 1YRBLXRBLX 3.0% · Communication Services-61% 1Y
CBRE 2.4% · Real Estate-16% 1Y
LLYVA 1.4% · Communication Services+8% 1Y
MDB 1.0% · sector n/a+12% 1Y
LYV 1.0% · Communication Services+11% 1Y
WIX 0.8% · Technology-43% 1Y
PAYP 0.5% · Technology– 1Y
AMZN 12.4% · Consumer Discretionary · in Conviction 20+21% 1YRKT 11.6% · Financial Services-34% 1YBLKBLK 9.9% · Financials-1% 1YMETA 9.2% · Communication Services-5% 1YCRM 8.3% · Information Technology-4% 1YTOSTTOST 7.0% · Financials-13% 1YKKR 5.8% · Financials-25% 1YSPOT 4.3% · Communication Services-22% 1YLLYVK 4.1% · Communication Services+8% 1YSSD 3.1% · Industrials+3% 1YRBLXRBLX 3.0% · Communication Services-61% 1YCBRE 2.4% · Real Estate-16% 1YLLYVA 1.4% · Communication Services+8% 1YMDB 1.0% · sector n/a+12% 1YLYV 1.0% · Communication Services+11% 1YWIX 0.8% · Technology-43% 1YPAYP 0.5% · Technology– 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.