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)
+116.6%
SPY +15.8%
Volatility (1 yr)
23%
SPY 13%
Holdings
25
largest 4%
Top 5 weight
20%
diversified
Sector mix
Overlap with Coteau models
New Highs Growth
Shared: APH, CGON, CRWD, DDOG, DELL, DGII, DINO, ETON, FTNT, JAZZ, JNJ, KNSA, KOD, LFUS, LITE, NATL, NVT, PANW, PARR, PRAX, RLAY, ROIV, RVMD, SEPN, SUPN
100%Momentum BlendShared: DELL, DGII, FTNT
12%Quality GrowthShared: APH, DELL
8%Momentum Top 15Shared: DELL, LITE
8%Conviction 20Shared: APH, RVMD
8%Holdings
PRAXPRAX 4.0% · sector n/a · in New Highs Growth+51% 1Y
LITE 4.0% · Information Technology · in Momentum Top 15, New Highs Growth+411% 1Y
RVMD 4.0% · Healthcare · in New Highs Growth, Conviction 20+264% 1YRLAYRLAY 4.0% · Healthcare · in New Highs Growth+158% 1Y
DELL 4.0% · Information Technology · in Quality Growth, Momentum Top 15, Momentum Blend, New Highs Growth+216% 1YETONETON 4.0% · sector n/a · in New Highs Growth+173% 1YKODKOD 4.0% · sector n/a · in New Highs Growth+425% 1Y
ROIV 4.0% · Health Care · in New Highs Growth+97% 1Y
PARR 4.0% · Energy · in New Highs Growth+138% 1YSEPNSEPN 4.0% · sector n/a · in New Highs Growth+75% 1YKNSAKNSA 4.0% · sector n/a · in New Highs Growth+113% 1Y
DGII 4.0% · Information Technology · in Momentum Blend, New Highs Growth+91% 1Y
FTNT 4.0% · Information Technology · in Momentum Blend, New Highs Growth+101% 1Y
DINO 4.0% · Energy · in New Highs Growth+146% 1Y
JAZZ 4.0% · Health Care · in New Highs Growth+59% 1YCGONCGON 4.0% · sector n/a · in New Highs Growth+42% 1Y
CRWD 4.0% · Information Technology · in New Highs Growth+81% 1Y
PANW 4.0% · Information Technology · in New Highs Growth+61% 1Y
DDOG 4.0% · Information Technology · in New Highs Growth+64% 1Y
LFUS 4.0% · Information Technology · in New Highs Growth+43% 1Y
NVT 4.0% · Industrials · in New Highs Growth+40% 1Y
JNJ 4.0% · Health Care · in New Highs Growth+37% 1Y
APH 4.0% · Information Technology · in Quality Growth, New Highs Growth, Conviction 20+25% 1Y
NATL 4.0% · Financials · in New Highs Growth+23% 1YSUPNSUPN 4.0% · Health Care · in New Highs Growth-20% 1Y
LITE 4.0% · Information Technology · in Momentum Top 15, New Highs Growth+411% 1YRVMD 4.0% · Healthcare · in New Highs Growth, Conviction 20+264% 1YRLAYRLAY 4.0% · Healthcare · in New Highs Growth+158% 1YDELL 4.0% · Information Technology · in Quality Growth, Momentum Top 15, Momentum Blend, New Highs Growth+216% 1YETONETON 4.0% · sector n/a · in New Highs Growth+173% 1YKODKOD 4.0% · sector n/a · in New Highs Growth+425% 1YROIV 4.0% · Health Care · in New Highs Growth+97% 1YPARR 4.0% · Energy · in New Highs Growth+138% 1YSEPNSEPN 4.0% · sector n/a · in New Highs Growth+75% 1YKNSAKNSA 4.0% · sector n/a · in New Highs Growth+113% 1YDGII 4.0% · Information Technology · in Momentum Blend, New Highs Growth+91% 1YFTNT 4.0% · Information Technology · in Momentum Blend, New Highs Growth+101% 1YDINO 4.0% · Energy · in New Highs Growth+146% 1YJAZZ 4.0% · Health Care · in New Highs Growth+59% 1YCGONCGON 4.0% · sector n/a · in New Highs Growth+42% 1YCRWD 4.0% · Information Technology · in New Highs Growth+81% 1YPANW 4.0% · Information Technology · in New Highs Growth+61% 1YDDOG 4.0% · Information Technology · in New Highs Growth+64% 1YLFUS 4.0% · Information Technology · in New Highs Growth+43% 1YNVT 4.0% · Industrials · in New Highs Growth+40% 1YJNJ 4.0% · Health Care · in New Highs Growth+37% 1YAPH 4.0% · Information Technology · in Quality Growth, New Highs Growth, Conviction 20+25% 1YNATL 4.0% · Financials · in New Highs Growth+23% 1YSUPNSUPN 4.0% · Health Care · in New Highs Growth-20% 1YPrice returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. Not investment advice.
coteauCoteau 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.