Index Performance
+9.83%
CLUTCHT
+5.32%
DIA
+7.28%
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 holdings38
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| Apple, Inc. (AAPL) | 30.38% | $3.34T | -4.31% | 46.58% | 7.05 |
| Bank of America Corp. (BAC) | 8.04% | $325.95B | 10.50% | N/A | 5.41 |
| The Coca-Cola Co. (KO) | 5.93% | $284.63B | 3.12% | 61.08% | 6.48 |
| Chevron Corp. (CVX) | 5.60% | $290.34B | -4.50% | 17.50% | 1.58 |
| International Business Machines Corp. (IBM) | 5.47% | $176.35B | 1.91% | 57.83% | 3.30 |
| American Express Co. (AXP) | 5.14% | $170.75B | 10.00% | 60.72% | 2.34 |
| Walgreens Boots Alliance, Inc. (WBA) | 4.37% | $9.94B | 2.64% | 16.10% | 0.34 |
| 3M Co. (MMM) | 3.67% | $57.21B | -0.35% | 45.53% | 2.15 |
| VF Corp. (VFC) | 3.38% | $6.25B | -9.98% | 51.92% | 1.22 |
| The Kraft Heinz Co. (KHC) | 2.82% | $40.42B | -1.20% | 35.16% | 2.42 |
| Occidental Petroleum Corp. (OXY) | 2.75% | $53.67B | -12.71% | 33.99% | 3.27 |
| Spotify Technology SA (SPOT) | 1.99% | $64.23B | 18.53% | 29.03% | 3.89 |
| Accenture Plc (ACN) | 1.57% | $206.78B | -0.59% | 33.45% | 2.78 |
| Tesla, Inc. (TSLA) | 1.18% | $703.62B | 2.30% | 17.95% | 7.04 |
| Realty Income Corp. (O) | 1.08% | $49.95B | 34.42% | 47.19% | 16.39 |
| AbbVie, Inc. (ABBV) | 1.07% | $321.69B | 4.31% | 84.95% | N/A |
| Moody's Corp. (MCO) | 1.05% | $79.62B | 21.62% | 68.08% | 12.48 |
| Franklin Resources, Inc. (BEN) | 1.01% | $12.44B | 10.57% | 71.85% | 3.15 |
| Amazon.com, Inc. (AMZN) | 0.95% | $1.87T | 12.53% | 49.32% | 3.37 |
| Airbnb, Inc. (ABNB) | 0.92% | $61.82B | 17.82% | 64.29% | 9.67 |
| Alphabet, Inc. (GOOG) | 0.92% | $1.93T | 13.46% | 58.05% | 6.77 |
| NVIDIA Corp. (NVDA) | 0.88% | $2.76T | 262.12% | 78.35% | 27.12 |
| Advanced Micro Devices, Inc. (AMD) | 0.85% | $223.57B | 2.24% | 39.61% | 12.84 |
| U.S. Bancorp (USB) | 0.80% | $70.36B | 6.18% | N/A | 1.74 |
| The Bank of New York Mellon Corp. (BK) | 0.77% | $48.47B | 16.21% | N/A | -0.65 |
| Citigroup, Inc. (C) | 0.75% | $122.78B | 11.86% | N/A | 4.39 |
| The Kroger Co. (KR) | 0.74% | $38.48B | 0.23% | 20.25% | 0.36 |
| Corsair Gaming, Inc. (CRSR) | 0.73% | $835.92M | -4.72% | 25.69% | 0.97 |
| Liberty Media Corp. Liberty SiriusXM (LSXMK) | 0.70% | $7.37B | 0.84% | 40.70% | 2.78 |
| VeriSign, Inc. (VRSN) | 0.70% | $17.60B | 4.06% | 87.83% | N/A |
| HP, Inc. (HPQ) | 0.69% | $35.47B | -2.00% | 23.04% | 0.68 |
| DaVita, Inc. (DVA) | 0.67% | $12.50B | 6.89% | 26.20% | 2.08 |
| General Motors Co. (GM) | 0.64% | $49.60B | 7.20% | 13.02% | 0.84 |
| Palantir Technologies, Inc. (PLTR) | 0.56% | $56.73B | 20.78% | 81.67% | 22.13 |
| The Home Depot, Inc. (HD) | 0.50% | $350.33B | -2.25% | 32.25% | 2.50 |
| Best Buy Co., Inc. (BBY) | 0.48% | $18.84B | -6.55% | 23.26% | 0.43 |
| Netflix, Inc. (NFLX) | 0.18% | $272.13B | 16.35% | 45.68% | 8.45 |
| Virgin Galactic Holdings, Inc. (SPCE) | 0.08% | $138.22M | 406.38% | -1,224.43% | 33.88 |
Market data by FactSet
