F
Healthy Financials Companies

HFCI

Index Performance

+9.09%
HFCI
+7.95%
TMLARGE
+6.98%
VTI

Overview

Description

I analyze financials of companies and assess their risk to go bankrupt or have significant losses in the next 5 years. The index is then weighted based on the financial solidity of the companies in it. Geopolitics is taken under consideration when assessing risk.

  • TickerHFCI
  • Inception Date03/18/2024
  • WeightingCustom
  • # of holdings111
What's inside?

Holdings

All holdings as of May 17, 2024
CSV download
Alphabet, Inc. (GOOGL)1.82%$2.03T15.44%58.49%5.70
Apple, Inc. (AAPL)1.67%$2.91T-4.31%46.58%7.05
Berkshire Hathaway, Inc. (BRK/B)1.56%$901.37B5.24%21.62%2.30
L'Oréal SA (LRLCY)1.55%$258.16B10.72%73.74%6.11
Microsoft Corp. (MSFT)1.54%$3.12T17.03%70.08%13.40
The Goldman Sachs Group, Inc. (GS)1.50%$150.82B26.08%N/A6.94
ING Groep NV (INGA)1.47%$58.46B0.29%N/A5.90
Meritage Homes Corp. (MTH)1.44%$6.65B14.76%26.18%1.04
Morgan Stanley (MS)1.40%$162.87B13.62%N/A5.39
Assicurazioni Generali SpA (G)1.33%$42.18B-21.36%N/A0.99
Merck & Co., Inc. (MRK)1.33%$332.28B8.38%75.11%5.96
UnitedHealth Group, Inc. (UNH)1.32%$482.86B8.56%N/A1.42
PepsiCo, Inc. (PEP)1.31%$250.47B2.28%55.00%2.99
Novartis AG (NOVN)1.30%$203.49B-13.70%73.54%4.53
Amazon.com, Inc. (AMZN)1.29%$1.92T12.53%49.32%3.37
Allianz SE (ALV)1.29%$113.12B49.32%N/A1.31
Procter & Gamble Co. (PG)1.28%$395.65B0.63%51.20%5.08
NVIDIA Corp. (NVDA)1.28%$2.31T125.85%72.72%24.74
Roche Holding AG (RO)1.27%$211.29B-7.21%73.06%3.99
Pfizer Inc. (PFE)1.26%$162.29B-18.61%70.56%3.92
Tencent Holdings Ltd. (700)1.25%$472.65B0.99%51.12%4.31
Nestlé SA (NESN)1.24%$271.55B-1.51%45.88%3.31
Bellway Plc (BWY)1.24%$4.20B-3.68%20.18%0.85
Novo Nordisk A/S (NOVO.B)1.22%$441.16B22.45%84.83%16.20
Johnson & Johnson (JNJ)1.21%$372.17B-13.55%68.78%4.37
Visa, Inc. (V)1.20%$440.92B9.89%76.74%16.72
McDonald's Corp. (MCD)1.20%$196.39B4.60%55.24%9.89
Saudi Arabian Oil Co. (2222)1.19%$2.05T-20.36%53.85%4.54
Mastercard, Inc. (MA)1.18%$424.59B10.38%96.60%17.82
Sony Group Corp. (SONY)1.15%$103.19B5.74%25.54%1.32
Toyota Motor Corp. (7203)1.13%$275.71B21.37%20.77%1.76
LVMH Mo√ęt Hennessy Louis Vuitton SE (MC)1.12%$424.06B8.80%68.80%4.60
BNP Paribas SA (BNP)1.08%$88.62B54.02%N/A3.30
QUALCOMM, Inc. (QCOM)1.07%$216.35B1.23%56.27%5.32
Chipotle Mexican Grill, Inc. (CMG)1.06%$88.26B14.07%24.38%8.14
Berkeley Group Holdings Plc (BKG)1.05%$7.11B8.61%N/A1.76
UniCredit SpA (UCG)1.05%$64.44B7.47%N/AN/A
Société Générale SA (GLE)1.05%$21.53B114.32%N/A1.54
Broadcom Inc. (AVGO)1.04%$646.61B34.17%55.81%16.36
Redrow Plc (RDW)1.03%$3.02B-0.61%23.88%0.70
Iberdrola SA (IBE)1.02%$84.17B-17.99%29.69%2.81
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)1.02%$672.10B12.69%51.59%9.50
Unilever Plc (ULVR)1.02%$136.71B1.14%42.24%2.28
American Express Co. (AXP)1.01%$174.66B13.32%62.03%2.31
Citigroup, Inc. (C)1.00%$122.21B15.90%N/A4.37
Costco Wholesale Corp. (COST)1.00%$352.94B5.75%12.49%1.29
Commonwealth Bank of Australia (CBA)0.98%$134.71B68.13%N/A6.94
JPMorgan Chase & Co. (JPM)0.98%$588.09B18.17%N/A5.44
The Coca-Cola Co. (KO)0.97%$271.53B2.46%62.40%6.32
Samsung Electronics Co., Ltd. (005930)0.97%$379.01B12.82%35.38%1.82
Chevron Corp. (CVX)0.96%$299.80B-4.50%17.50%1.58
Volkswagen AG (VOW3)0.95%$71.87B-0.97%18.31%0.81
Deutsche Telekom AG (DTE)0.95%$118.65B0.42%24.18%2.52
Tesla, Inc. (TSLA)0.94%$565.95B-8.69%17.35%6.29
Caterpillar, Inc. (CAT)0.93%$174.23B-0.40%37.20%3.21
Eli Lilly & Co. (LLY)0.93%$731.81B25.98%80.91%20.23
Union Pacific Corp. (UNP)0.92%$149.46B-0.41%45.12%7.57
Netflix, Inc. (NFLX)0.92%$267.67B14.95%46.95%7.95
D.R. Horton, Inc. (DHI)0.92%$49.89B14.23%25.62%1.57
Nintendo Co., Ltd. (7974)0.90%$63.51B4.38%57.08%N/A
UBS Group AG (UBSG)0.90%$97.13B67.09%N/A3.02
The Toronto-Dominion Bank (TD)0.89%$101.29B24.75%N/A3.48
Salesforce, Inc. (CRM)0.87%$277.12B11.18%67.42%7.92
Meta Platforms, Inc. (META)0.87%$1.03T27.26%81.84%8.79
Adobe, Inc. (ADBE)0.86%$216.58B11.75%87.80%12.93
NIKE, Inc. (NKE)0.86%$111.67B0.51%44.23%3.11
The Home Depot, Inc. (HD)0.85%$341.12B-2.25%32.25%2.50
Monster Beverage Corp. (MNST)0.82%$56.37B11.78%54.09%8.01
Super Micro Computer, Inc. (SMCI)0.81%$51.99B200.01%15.52%5.23
Prologis, Inc. (PLD)0.80%$103.23B10.63%40.17%19.67
Advanced Micro Devices, Inc. (AMD)0.79%$265.84B2.24%39.61%12.84
NextEra Energy, Inc. (NEE)0.77%$156.33B26.35%43.11%9.16
Barclays PLC (BARC)0.77%$41.02B-3.92%N/A-6.46
Alibaba Group Holding Ltd. (BABA)0.74%$200.76B3.58%35.41%1.07
Kering SA (KER)0.73%$44.34B-3.86%76.29%3.25
HSBC Holdings Plc (HSBA)0.73%$165.78B24.77%N/A1.95
MercadoLibre, Inc. (MELI)0.71%$88.68B42.67%46.71%4.81
Persimmon Plc (PSN)0.69%$5.94B-27.32%18.99%1.60
Taylor Wimpey Plc (TW)0.67%$6.69B-20.48%20.34%1.30
Toll Brothers, Inc. (TOL)0.67%$13.62B9.42%28.33%1.24
Duke Energy Corp. (DUK)0.67%$80.18B5.43%30.48%5.41
GSK Plc (GSK)0.66%$91.57B5.93%73.69%2.71
Exxon Mobil Corp. (XOM)0.65%$536.70B-2.16%24.07%1.44
Lennar Corp. (LEN)0.65%$45.75B12.50%22.21%1.23
Sanofi (SAN)0.64%$121.69B0.17%61.52%2.85
Honeywell International, Inc. (HON)0.64%$134.12B2.72%39.28%4.06
Verizon Communications, Inc. (VZ)0.62%$168.62B0.21%47.49%2.61
Century Communities, Inc. (CCS)0.62%$2.81B26.01%22.05%1.08
Waste Management, Inc. (WM)0.61%$84.40B5.46%29.17%4.92
U.S. Bancorp (USB)0.60%$64.65B11.40%N/A1.70
Diageo Plc (DGE)0.60%$78.66B10.75%60.00%5.46
Oracle Corp. (ORCL)0.59%$339.44B7.11%65.23%7.49
Siemens AG (SIE)0.57%$147.64B-1.31%37.93%N/A
NatWest Group Plc (NWG)0.42%$35.37B25.28%N/A-1.74
Deutsche Bank AG (DBK)0.35%$33.80B23.52%N/A0.18
Barrick Gold Corp. (ABX)0.35%$31.32B3.93%24.95%3.39
Barratt Developments Plc (BDEV)0.34%$6.46B1.02%21.29%0.69
Bank of America Corp. (BAC)0.34%$307.26B17.41%N/A5.37
KB Home (KBH)0.33%$5.55B6.03%21.89%0.96
PulteGroup, Inc. (PHM)0.33%$25.05B10.45%29.60%1.62
Vertex Pharmaceuticals, Inc. (VRTX)0.33%$114.89B14.21%87.25%9.80
Walmart, Inc. (WMT)0.33%$521.07B6.05%24.81%0.82
Wells Fargo & Co. (WFC)0.32%$212.94B10.66%N/A4.16
Neurocrine Biosciences, Inc. (NBIX)0.31%$14.32B22.57%97.52%6.87
Centene Corp. (CNC)0.31%$41.66B3.90%N/A0.39
Ford Motor Co. (F)0.31%$48.16B3.14%8.71%0.96
Airbus SE (AIR)0.30%$136.47B9.07%15.07%2.00
Cisco Systems, Inc. (CSCO)0.30%$195.05B-12.83%67.09%N/A
Honda Motor Co., Ltd. (HMC)0.28%$56.98B13.23%21.60%0.69
The Walt Disney Co. (DIS)0.28%$189.39B1.35%29.98%3.02
Airbnb, Inc. (ABNB)0.28%$64.31B17.82%64.29%9.67
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