Index Performance
+7.25%
CLUTCHT
+2.06%
DIA
+4.47%
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?
Sectors
- Electronic Technology32.96%
- Finance17.14%
- Technology Services12.09%
- Consumer Non-Durables11.56%
- Retail Trade8.91%
- Energy Minerals8.68%
- Producer Manufacturing3.07%
- Consumer Durables1.79%
- Commercial Services1.04%
- Health Technology1.03%
- Consumer Services1.01%
- Health Services0.72%
Holdings
All holdings as of December 27, 2024
CSV download
Apple, Inc. (AAPL) | 30.03% | $3.86T | 2.02% | 46.21% | 9.11 |
Bank of America Corp. (BAC) | 7.91% | $340.22B | 14.11% | N/A | 5.40 |
Walgreens Boots Alliance, Inc. (WBA) | 6.15% | $8.31B | 6.17% | 16.30% | 0.27 |
Chevron Corp. (CVX) | 5.74% | $258.78B | -7.02% | 14.81% | 1.48 |
The Coca-Cola Co. (KO) | 5.69% | $269.02B | -0.54% | 61.22% | 7.33 |
International Business Machines Corp. (IBM) | 5.07% | $205.99B | 1.46% | 55.57% | 4.01 |
American Express Co. (AXP) | 5.02% | $212.07B | 9.21% | 61.49% | 2.74 |
3M Co. (MMM) | 3.07% | $70.89B | -24.28% | 41.99% | 2.87 |
VF Corp. (VFC) | 2.98% | $8.48B | -8.86% | 52.51% | 1.45 |
Occidental Petroleum Corp. (OXY) | 2.93% | $45.57B | -2.54% | 36.70% | 3.08 |
The Kraft Heinz Co. (KHC) | 2.89% | $37.10B | -2.85% | 34.29% | 2.36 |
Spotify Technology SA (SPOT) | 2.01% | $89.47B | 19.97% | 30.92% | 4.38 |
Accenture Plc (ACN) | 1.48% | $222.78B | 9.03% | 32.96% | 3.48 |
Advanced Micro Devices, Inc. (AMD) | 1.07% | $203.16B | 17.57% | 44.98% | 10.97 |
Corsair Gaming, Inc. (CRSR) | 1.06% | $685.26M | -16.24% | 22.90% | 0.70 |
Tesla, Inc. (TSLA) | 1.04% | $1.39T | 7.85% | 19.84% | 9.21 |
Moody's Corp. (MCO) | 1.04% | $86.39B | 23.17% | 65.75% | 13.27 |
NVIDIA Corp. (NVDA) | 1.03% | $3.36T | 93.61% | 74.56% | 30.71 |
AbbVie, Inc. (ABBV) | 1.03% | $314.57B | 3.83% | 71.00% | 7.45 |
Franklin Resources, Inc. (BEN) | 1.03% | $10.83B | 8.20% | 72.69% | 2.46 |
Alphabet, Inc. (GOOG) | 1.02% | $2.37T | 15.07% | 58.67% | 5.93 |
Realty Income Corp. (O) | 1.01% | $46.09B | 28.88% | 48.14% | 16.53 |
Amazon.com, Inc. (AMZN) | 1.01% | $2.35T | 11.04% | 49.03% | 3.32 |
Airbnb, Inc. (ABNB) | 1.01% | $84.56B | 9.86% | 77.65% | 6.68 |
General Motors Co. (GM) | 0.75% | $59.69B | 10.48% | 13.12% | 0.80 |
Citigroup, Inc. (C) | 0.73% | $134.28B | 5.65% | N/A | 4.19 |
VeriSign, Inc. (VRSN) | 0.73% | $19.60B | 3.80% | 88.02% | 12.73 |
DaVita, Inc. (DVA) | 0.72% | $12.65B | 4.56% | 28.33% | 2.12 |
U.S. Bancorp (USB) | 0.72% | $75.65B | -0.68% | N/A | 2.01 |
HP, Inc. (HPQ) | 0.72% | $31.21B | -0.61% | 21.14% | 0.80 |
The Kroger Co. (KR) | 0.72% | $45.11B | -0.95% | 20.60% | 0.39 |
The Bank of New York Mellon Corp. (BK) | 0.71% | $56.40B | 15.04% | N/A | 0.46 |
Best Buy Co., Inc. (BBY) | 0.52% | $18.82B | -3.19% | 23.42% | 0.54 |
The Home Depot, Inc. (HD) | 0.51% | $390.25B | 6.65% | 31.40% | 2.96 |
Palantir Technologies, Inc. (PLTR) | 0.50% | $180.15B | 29.98% | 79.79% | 32.98 |
Netflix, Inc. (NFLX) | 0.20% | $387.94B | 14.46% | 47.63% | 8.53 |
Virgin Galactic Holdings, Inc. (SPCE) | 0.11% | $184.23M | -76.74% | -5,923.63% | -2.16 |
Market data by FactSet