Portfolio X-ray
Paste your holdings to see sector mix, concentration, risk, and how much you overlap with each Coteau model.
1-year return (weighted)
+268.4%
SPY +16.6%
Volatility (1 yr)
58%
SPY 13%
Holdings
15
largest 7%
Top 5 weight
33%
diversified
Sector mix
Overlap with Coteau models
Momentum Top 15
Shared: AMD, BE, CIEN, COHR, DELL, INTC, LITE, MRNA, MRVL, MU, SNDK, STX, TER, TWLO, WDC
100%Quality GrowthShared: DELL, MU, SNDK, STX, TER
33%Momentum BlendShared: DELL, MRNA
11%Holdings
SNDK 6.7% · Information Technology · in Momentum Top 15, Quality Growth+878% 1Y
MU 6.7% · Information Technology · in Momentum Top 15, Quality Growth+348% 1Y
LITE 6.7% · Information Technology · in Momentum Top 15+406% 1Y
MRNA 6.7% · Health Care · in Momentum Top 15, Momentum Blend+772% 1Y
WDC 6.7% · Information Technology · in Momentum Top 15+180% 1Y
STX 6.7% · Information Technology · in Momentum Top 15, Quality Growth+195% 1Y
DELL 6.7% · Information Technology · in Momentum Top 15, Quality Growth, Momentum Blend+208% 1Y
AMD 6.7% · Information Technology · in Momentum Top 15+131% 1Y
INTC 6.7% · Information Technology · in Momentum Top 15+149% 1Y
CIEN 6.7% · Information Technology · in Momentum Top 15+101% 1YCOHRCOHR 6.7% · Information Technology · in Momentum Top 15+99% 1Y
TER 6.7% · Information Technology · in Momentum Top 15, Quality Growth+143% 1YMRVLMRVL 6.7% · Information Technology · in Momentum Top 15+170% 1Y
BE 6.7% · Industrials · in Momentum Top 15+103% 1YTWLOTWLO 6.7% · Information Technology · in Momentum Top 15+141% 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 StrategiesSystematic equity research and model portfolios.Coteau Systematic Strategies publishes research, model portfolios and tools. It does not manage money or offer investment advice. Model results are hypothetical. Data: Yahoo Finance (delayed), SEC EDGAR.