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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)
+146.7%
SPY +15.8%
Volatility (1 yr)
49%
SPY 13%
Holdings
35
largest 11%
Top 5 weight
37%
diversified

Sector mix

Information Technology59%
Communication Services11%
Unknown11%
Technology8%
Consumer Discretionary7%
Industrials4%

Overlap with Coteau models

Momentum Top 15
Shared: AMD, BE, COHR, INTC, SNDK, STX, TWLO, WDC
26%Quality Growth
Shared: APP, NVDA, SNDK, STX
10%Conviction 20
Shared: AMZN, AVGO, NVDA, SPCX, TSM
8%Momentum Blend
No shared holdings
0%New Highs Growth
No shared holdings
0%

Holdings

SNDK 10.9% · Information Technology · in Quality Growth, Momentum Top 15+822% 1YAMD 7.0% · Information Technology · in Momentum Top 15+122% 1YGOOGL 6.9% · Communication Services+33% 1YTTMI 6.4% · Information Technology+65% 1YALAB 6.1% · Technology+82% 1YAMZN 4.7% · Consumer Discretionary · in Conviction 20+21% 1YGLW 4.6% · Information Technology+56% 1YMKSI 4.5% · Information Technology+50% 1YCLS 4.3% · sector n/a+10% 1YBE 3.9% · Industrials · in Momentum Top 15+104% 1YCOHRCOHR 3.9% · Information Technology · in Momentum Top 15+93% 1YFN 3.4% · Information Technology-13% 1YSITM 3.4% · Information Technology+71% 1YFROG 3.3% · sector n/a+92% 1YMTSI 3.0% · Information Technology+87% 1YVIAVVIAV 2.6% · Information Technology+164% 1YLRCX 2.6% · Information Technology+84% 1YTSM 2.3% · Technology · in Conviction 20+44% 1YCVNA 2.3% · Consumer Discretionary-11% 1YMETA 2.1% · Communication Services-5% 1YWDC 2.1% · Information Technology · in Momentum Top 15+200% 1YAPP 1.9% · Communication Services · in Quality Growth-52% 1YSNOW 1.8% · sector n/a+30% 1YTWLOTWLO 1.4% · Information Technology · in Momentum Top 15+137% 1YSTX 1.2% · Information Technology · in Quality Growth, Momentum Top 15+217% 1YKVYO 0.7% · sector n/a-19% 1YNVDA 0.6% · Information Technology · in Quality Growth, Conviction 20+19% 1YMDB 0.6% · sector n/a+12% 1YPI 0.5% · Information Technology-13% 1YDUOL 0.4% · Consumer Discretionary-55% 1YINTC 0.3% · Information Technology · in Momentum Top 15+141% 1YAAPL 0.2% · Information Technology+30% 1YSPCX 0.2% · sector n/a · in Conviction 20– 1YAVGO 0.2% · Information Technology · in Conviction 20-4% 1YCBRS 0.1% · Technology– 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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