J
Portfolio

CLUTCHT

Index Performance

+7.25%
CLUTCHT
+2.06%
DIA
+4.47%
SPY
Sep 27, 2024Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Nov 26, 2024Dec 6, 2024Dec 16, 2024Dec 27, 2024-10%0%10%

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 Technology
    32.96%
  • Finance
    17.14%
  • Technology Services
    12.09%
  • Consumer Non-Durables
    11.56%
  • Retail Trade
    8.91%
  • Energy Minerals
    8.68%
  • Producer Manufacturing
    3.07%
  • Consumer Durables
    1.79%
  • Commercial Services
    1.04%
  • Health Technology
    1.03%
  • Consumer Services
    1.01%
  • Health Services
    0.72%

Holdings

All holdings as of December 27, 2024
CSV download
Apple, Inc. (AAPL)30.03%$3.86T2.02%46.21%9.11
Bank of America Corp. (BAC)7.91%$340.22B14.11%N/A5.40
Walgreens Boots Alliance, Inc. (WBA)6.15%$8.31B6.17%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%$205.99B1.46%55.57%4.01
American Express Co. (AXP)5.02%$212.07B9.21%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%$89.47B19.97%30.92%4.38
Accenture Plc (ACN)1.48%$222.78B9.03%32.96%3.48
Advanced Micro Devices, Inc. (AMD)1.07%$203.16B17.57%44.98%10.97
Corsair Gaming, Inc. (CRSR)1.06%$685.26M-16.24%22.90%0.70
Tesla, Inc. (TSLA)1.04%$1.39T7.85%19.84%9.21
Moody's Corp. (MCO)1.04%$86.39B23.17%65.75%13.27
NVIDIA Corp. (NVDA)1.03%$3.36T93.61%74.56%30.71
AbbVie, Inc. (ABBV)1.03%$314.57B3.83%71.00%7.45
Franklin Resources, Inc. (BEN)1.03%$10.83B8.20%72.69%2.46
Alphabet, Inc. (GOOG)1.02%$2.37T15.07%58.67%5.93
Realty Income Corp. (O)1.01%$46.09B28.88%48.14%16.53
Amazon.com, Inc. (AMZN)1.01%$2.35T11.04%49.03%3.32
Airbnb, Inc. (ABNB)1.01%$84.56B9.86%77.65%6.68
General Motors Co. (GM)0.75%$59.69B10.48%13.12%0.80
Citigroup, Inc. (C)0.73%$134.28B5.65%N/A4.19
VeriSign, Inc. (VRSN)0.73%$19.60B3.80%88.02%12.73
DaVita, Inc. (DVA)0.72%$12.65B4.56%28.33%2.12
U.S. Bancorp (USB)0.72%$75.65B-0.68%N/A2.01
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%$56.40B15.04%N/A0.46
Best Buy Co., Inc. (BBY)0.52%$18.82B-3.19%23.42%0.54
The Home Depot, Inc. (HD)0.51%$390.25B6.65%31.40%2.96
Palantir Technologies, Inc. (PLTR)0.50%$180.15B29.98%79.79%32.98
Netflix, Inc. (NFLX)0.20%$387.94B14.46%47.63%8.53
Virgin Galactic Holdings, Inc. (SPCE)0.11%$184.23M-76.74%-5,923.63%-2.16
Market data by FactSet