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Portfolio X-ray

Paste your holdings to see sector mix, concentration, risk, and how much you overlap with each Coteau model.

Or start from: Momentum Top 15, Quality Growth, Momentum Blend, ARK Invest, Abrams Capital, Akre Capital
1-year return (weighted)
+135.2%
SPY +16.6%
Volatility (1 yr)
36%
SPY 13%
Holdings
15
largest 7%
Top 5 weight
33%
diversified

Sector mix

Information Technology73%
Communication Services7%
Industrials7%
Energy7%
Health Care7%

Overlap with Coteau models

Quality Growth
Shared: APH, APP, DELL, FICO, FIX, INCY, MPC, MU, NTAP, NVDA, PLTR, SMCI, SNDK, STX, TER
100%Momentum Top 15
Shared: DELL, MU, SNDK, STX, TER
33%Momentum Blend
Shared: DELL
5%

Holdings

SNDK 6.7% · Information Technology · in Momentum Top 15, Quality Growth+878% 1YMU 6.7% · Information Technology · in Momentum Top 15, Quality Growth+348% 1YNVDA 6.7% · Information Technology · in Quality Growth+19% 1YAPP 6.7% · Communication Services · in Quality Growth-55% 1YFIX 6.7% · Industrials · in Quality Growth+77% 1YSTX 6.7% · Information Technology · in Momentum Top 15, Quality Growth+195% 1YDELL 6.7% · Information Technology · in Momentum Top 15, Quality Growth, Momentum Blend+208% 1YFICO 6.7% · Information Technology · in Quality Growth-52% 1YMPC 6.7% · Energy · in Quality Growth+161% 1YTER 6.7% · Information Technology · in Momentum Top 15, Quality Growth+143% 1YSMCI 6.7% · Information Technology · in Quality Growth-38% 1YAPH 6.7% · Information Technology · in Quality Growth+29% 1YNTAP 6.7% · Information Technology · in Quality Growth+77% 1YPLTR 6.7% · Information Technology · in Quality Growth+9% 1YINCY 6.7% · Health Care · in Quality Growth+29% 1Y

Price returns from daily closes, no dividends. Overlap = the share of your portfolio that matches the model's weights. Not investment advice.

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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.
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