Index Performance
-7.55%
CLUTCHT
-3.72%
DIA
-2.66%
SPY
Overview
Description
This is an index of my personal portfolio. I use a 70/20/10 weighting. The 70% simply follows Berkshire Hathaway, the 20% is the top 5 dividend aristocrat stocks, and the last 10% are my personal picks of companies I like. Inside that 10 there is a short list of speculative tickers that in total only take up 1% of my portfolio.
- TickerCLUTCHT
- Inception Date12/09/2022
- WeightingCustom
- # of holdings37
What's inside?
Holdings
All holdings as of May 20, 2025
CSV download
| Apple, Inc. (AAPL) | 28.54% | $3.12T | 5.08% | 47.05% | 8.32 |
| Bank of America Corp. (BAC) | 8.34% | $337.20B | -1.16% | N/A | 5.30 |
| Walgreens Boots Alliance, Inc. (WBA) | 6.21% | $9.73B | 4.15% | 16.39% | 0.26 |
| The Coca-Cola Co. (KO) | 6.03% | $309.61B | -0.86% | 62.47% | 7.29 |
| International Business Machines Corp. (IBM) | 5.60% | $249.46B | 0.55% | 54.56% | 4.53 |
| American Express Co. (AXP) | 5.50% | $209.69B | 6.39% | 60.55% | 2.51 |
| Chevron Corp. (CVX) | 4.77% | $241.86B | -1.05% | 14.86% | 1.65 |
| 3M Co. (MMM) | 3.15% | $82.96B | -25.60% | 40.91% | 3.57 |
| The Kraft Heinz Co. (KHC) | 2.74% | $33.00B | -6.43% | 34.26% | 2.16 |
| VF Corp. (VFC) | 2.71% | $5.58B | -3.97% | 56.27% | 1.31 |
| Occidental Petroleum Corp. (OXY) | 2.52% | $41.64B | 11.22% | 36.28% | 2.90 |
| Spotify Technology SA (SPOT) | 2.25% | $133.45B | 11.74% | 31.53% | 6.28 |
| Accenture Plc (ACN) | 1.62% | $199.95B | 5.44% | 29.85% | 3.30 |
| Tesla, Inc. (TSLA) | 1.41% | $1.10T | -9.23% | 16.31% | 9.29 |
| NVIDIA Corp. (NVDA) | 1.17% | $3.31T | 114.20% | 74.99% | 24.27 |
| Franklin Resources, Inc. (BEN) | 1.16% | $11.67B | 1.12% | 70.29% | 2.58 |
| Advanced Micro Devices, Inc. (AMD) | 1.09% | $186.04B | 35.90% | 45.98% | 5.95 |
| Moody's Corp. (MCO) | 1.08% | $88.53B | 7.73% | 68.71% | 12.35 |
| Amazon.com, Inc. (AMZN) | 1.06% | $2.19T | 8.62% | 50.55% | 3.24 |
| Airbnb, Inc. (ABNB) | 1.05% | $85.57B | 6.07% | 64.39% | 5.90 |
| Realty Income Corp. (O) | 1.04% | $50.80B | 9.02% | 48.29% | 14.92 |
| Alphabet, Inc. (GOOG) | 1.02% | $2.03T | 11.81% | 59.59% | 5.16 |
| AbbVie, Inc. (ABBV) | 0.91% | $328.04B | 8.39% | 70.00% | 7.60 |
| Corsair Gaming, Inc. (CRSR) | 0.87% | $919.59M | 9.63% | 27.68% | 0.79 |
| VeriSign, Inc. (VRSN) | 0.82% | $26.53B | 4.68% | 87.72% | 16.00 |
| The Bank of New York Mellon Corp. (BK) | 0.78% | $64.63B | 1.93% | N/A | 0.75 |
| The Kroger Co. (KR) | 0.76% | $45.92B | -1.94% | 20.50% | 0.44 |
| Citigroup, Inc. (C) | 0.76% | $142.19B | -4.81% | N/A | 5.11 |
| U.S. Bancorp (USB) | 0.75% | $69.78B | -2.64% | N/A | 2.38 |
| HP, Inc. (HPQ) | 0.73% | $27.43B | 3.47% | 20.37% | 0.73 |
| General Motors Co. (GM) | 0.72% | $48.10B | 2.34% | 12.13% | 0.80 |
| Palantir Technologies, Inc. (PLTR) | 0.71% | $298.13B | 39.34% | 80.43% | 67.53 |
| DaVita, Inc. (DVA) | 0.70% | $10.94B | 4.98% | 25.05% | 2.01 |
| The Home Depot, Inc. (HD) | 0.55% | $377.08B | 9.44% | 31.77% | N/A |
| Best Buy Co., Inc. (BBY) | 0.50% | $15.16B | -4.43% | 22.55% | 0.49 |
| Netflix, Inc. (NFLX) | 0.25% | $507.13B | 10.62% | 49.31% | 10.45 |
| Virgin Galactic Holdings, Inc. (SPCE) | 0.10% | $180.02M | -76.78% | -5,333.62% | 14.30 |
Market data by FactSet
