Index Performance




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 holdings39
What's inside?


All holdings as of May 17, 2024
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Apple, Inc. (AAPL)31.58%$2.91T-4.31%46.58%7.05
Bank of America Corp. (BAC)8.39%$307.26B17.41%N/A5.37
The Coca-Cola Co. (KO)5.80%$271.53B2.46%62.40%6.32
Chevron Corp. (CVX)5.71%$299.80B-4.50%17.50%1.58
American Express Co. (AXP)5.33%$174.66B13.32%62.03%2.31
Walgreens Boots Alliance, Inc. (WBA)5.11%$15.68B6.28%17.35%0.37
International Business Machines Corp. (IBM)4.31%$155.27B1.47%52.85%3.58
3M Co. (MMM)2.93%$58.25B-0.35%45.53%2.15
The Kraft Heinz Co. (KHC)2.89%$43.71B-1.20%35.16%2.42
Occidental Petroleum Corp. (OXY)2.77%$56.22B-12.71%33.99%3.27
VF Corp. (VFC)2.54%$4.96B-16.20%55.39%1.26
Spotify Technology SA (SPOT)2.32%$59.13B20.91%27.39%3.37
Alphabet, Inc. (GOOG)1.22%$2.03T15.44%58.49%5.75
Accenture Plc (ACN)1.19%$190.88B-0.09%30.91%3.68
Tesla, Inc. (TSLA)1.06%$565.95B-8.69%17.35%6.29
Moody's Corp. (MCO)1.05%$75.58B21.50%68.09%12.36
Realty Income Corp. (O)1.04%$48.01B34.42%47.19%16.39
Amazon.com, Inc. (AMZN)1.03%$1.92T12.53%49.32%3.37
NVIDIA Corp. (NVDA)1.03%$2.31T125.85%72.72%24.74
AbbVie, Inc. (ABBV)0.92%$293.88B0.70%66.84%6.96
Corsair Gaming, Inc. (CRSR)0.90%$1.17B-4.72%25.69%0.97
Franklin Resources, Inc. (BEN)0.89%$12.77B10.57%71.85%3.15
Airbnb, Inc. (ABNB)0.88%$64.31B17.82%64.29%9.67
Advanced Micro Devices, Inc. (AMD)0.84%$265.84B2.24%39.61%12.84
General Motors Co. (GM)0.77%$52.21B7.58%13.74%0.86
Citigroup, Inc. (C)0.76%$122.21B15.90%N/A4.37
The Bank of New York Mellon Corp. (BK)0.75%$44.50B33.49%N/A-0.24
HP, Inc. (HPQ)0.71%$30.52B-3.39%20.39%0.70
DaVita, Inc. (DVA)0.70%$12.26B6.89%26.20%2.08
U.S. Bancorp (USB)0.68%$64.65B11.40%N/A1.70
The Kroger Co. (KR)0.66%$39.12B1.20%20.15%0.33
VeriSign, Inc. (VRSN)0.61%$17.01B5.46%87.22%13.21
Liberty Media Corp. Liberty SiriusXM (LSXMK)0.56%$7.94B0.84%40.70%N/A
Best Buy Co., Inc. (BBY)0.46%$15.87B-6.15%21.96%0.44
The Home Depot, Inc. (HD)0.45%$341.12B-2.25%32.25%2.50
Palantir Technologies, Inc. (PLTR)0.45%$46.36B20.78%81.67%22.13
Solventum Corp. (SOLV)0.43%N/A0.82%57.25%N/A
Netflix, Inc. (NFLX)0.20%$267.67B14.95%46.95%7.95
Virgin Galactic Holdings, Inc. (SPCE)0.06%$415.48M406.38%-1,224.43%33.88
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