Index Performance
+12.78%
CLUTCHT
+9.10%
DIA
+10.18%
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 December 10, 2024
CSV download
| Apple, Inc. (AAPL) | 30.14% | $3.75T | 2.02% | 46.21% | 9.11 |
| Bank of America Corp. (BAC) | 8.30% | $351.03B | 14.11% | N/A | 5.40 |
| Walgreens Boots Alliance, Inc. (WBA) | 6.77% | $9.01B | 6.17% | 16.30% | 0.27 |
| Chevron Corp. (CVX) | 5.75% | $282.14B | -7.02% | 14.81% | 1.48 |
| American Express Co. (AXP) | 5.20% | $212.82B | 9.21% | 61.49% | 2.74 |
| International Business Machines Corp. (IBM) | 5.06% | $214.26B | 1.46% | 55.57% | 4.01 |
| The Coca-Cola Co. (KO) | 4.67% | $271.00B | -0.54% | 61.22% | 7.33 |
| VF Corp. (VFC) | 3.16% | $8.12B | -8.86% | 52.51% | 1.45 |
| 3M Co. (MMM) | 2.72% | $70.67B | -24.28% | 41.99% | 2.87 |
| Occidental Petroleum Corp. (OXY) | 2.47% | $45.09B | -2.54% | 36.70% | 3.08 |
| Spotify Technology SA (SPOT) | 2.44% | $92.43B | 19.97% | 30.92% | 4.38 |
| The Kraft Heinz Co. (KHC) | 2.41% | $38.20B | -2.85% | 34.29% | 2.36 |
| Tesla, Inc. (TSLA) | 1.59% | $1.29T | 7.85% | 19.84% | 9.21 |
| Accenture Plc (ACN) | 1.53% | $226.76B | 1.22% | 32.65% | 3.35 |
| Corsair Gaming, Inc. (CRSR) | 1.13% | $833.41M | -16.24% | 22.90% | 0.70 |
| Amazon.com, Inc. (AMZN) | 1.11% | $2.37T | 11.04% | 49.03% | 3.32 |
| NVIDIA Corp. (NVDA) | 1.10% | $3.31T | 93.61% | 74.56% | 30.71 |
| Alphabet, Inc. (GOOG) | 1.07% | $2.27T | 15.07% | 58.67% | 5.93 |
| Franklin Resources, Inc. (BEN) | 1.03% | $11.70B | 8.20% | 72.69% | 2.46 |
| Airbnb, Inc. (ABNB) | 0.99% | $87.68B | 9.86% | 77.65% | 6.68 |
| Moody's Corp. (MCO) | 0.94% | $89.05B | 23.17% | 65.75% | 13.27 |
| Palantir Technologies, Inc. (PLTR) | 0.90% | $161.49B | 29.98% | 79.79% | 32.98 |
| AbbVie, Inc. (ABBV) | 0.86% | $310.43B | 3.83% | 71.00% | 7.45 |
| Realty Income Corp. (O) | 0.86% | $48.82B | 28.88% | 48.14% | 16.53 |
| Citigroup, Inc. (C) | 0.78% | $137.12B | 5.65% | N/A | 4.19 |
| Advanced Micro Devices, Inc. (AMD) | 0.77% | $207.30B | 17.57% | 44.98% | 10.97 |
| U.S. Bancorp (USB) | 0.75% | $80.45B | -0.62% | N/A | 2.01 |
| The Bank of New York Mellon Corp. (BK) | 0.75% | $58.62B | 15.04% | N/A | 0.46 |
| VeriSign, Inc. (VRSN) | 0.73% | $19.27B | 3.80% | 88.02% | 12.73 |
| The Kroger Co. (KR) | 0.73% | $43.94B | 0.17% | 20.35% | 0.36 |
| General Motors Co. (GM) | 0.71% | $57.99B | 10.48% | 13.12% | 0.80 |
| HP, Inc. (HPQ) | 0.67% | $33.67B | 0.16% | 21.47% | 0.78 |
| DaVita, Inc. (DVA) | 0.62% | $12.61B | 4.56% | 28.33% | 2.12 |
| The Home Depot, Inc. (HD) | 0.51% | $419.79B | 6.65% | 31.40% | 2.96 |
| Best Buy Co., Inc. (BBY) | 0.42% | $18.54B | -3.19% | 23.42% | 0.54 |
| Netflix, Inc. (NFLX) | 0.25% | $390.42B | 14.46% | 47.63% | 8.53 |
| Virgin Galactic Holdings, Inc. (SPCE) | 0.10% | $187.40M | -76.74% | -5,923.63% | -2.16 |
Market data by FactSet
