F
Healthy Financials Companies

HFCI

Index Performance

-2.03%
HFCI
+5.43%
TMLARGE
+4.35%
VTI
Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Nov 26, 2024Dec 6, 2024Dec 16, 2024Dec 24, 2024Jan 7, 2025-10%0%10%

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 holdings110
What's inside?
Sectors
  • Finance
    22.56%
  • Consumer Durables
    12.42%
  • Consumer Non-Durables
    11.99%
  • Electronic Technology
    11.57%
  • Health Technology
    10.91%
  • Technology Services
    8.45%
  • Retail Trade
    4.79%
  • Energy Minerals
    2.90%
  • Consumer Services
    2.81%
  • Commercial Services
    2.51%
  • Utilities
    2.28%
  • Health Services
    1.66%
  • Producer Manufacturing
    1.61%
  • Communications
    1.59%
  • Transportation
    0.99%
  • Industrial Services
    0.64%
  • Non-Energy Minerals
    0.32%

Holdings

All holdings as of January 7, 2025
CSV download
Alphabet, Inc. (GOOGL)1.64%$2.40T15.07%58.67%5.88
Berkshire Hathaway, Inc. (BRK/B)1.61%$976.23B-0.23%21.84%2.19
L'Oréal SA (LRLCY)1.59%$186.39B10.72%N/A6.11
Microsoft Corp. (MSFT)1.56%$3.14T16.04%69.35%12.72
Apple, Inc. (AAPL)1.53%$3.66T2.02%46.21%9.11
Toyota Motor Corp. (7203)1.41%$261.17B0.09%21.31%1.37
Novo Nordisk A/S (NOVO.B)1.36%$373.86B21.42%84.14%12.90
ING Groep NV (INGA)1.35%$49.63B1.15%N/A6.10
Roche Holding AG (RO)1.34%$236.47B-7.21%N/A3.99
NVIDIA Corp. (NVDA)1.34%$3.43T93.61%74.56%30.71
The Goldman Sachs Group, Inc. (GS)1.33%$182.11B8.11%N/A6.74
Merck & Co., Inc. (MRK)1.33%$255.54B4.42%73.43%4.96
Pfizer Inc. (PFE)1.32%$153.75B33.78%60.85%3.73
UnitedHealth Group, Inc. (UNH)1.32%$473.26B10.35%N/A1.61
Morgan Stanley (MS)1.32%$204.41B11.04%N/A5.36
Assicurazioni Generali SpA (G)1.32%$45.94B-17.12%N/A0.94
Novartis AG (NOVN)1.31%$198.33B6.73%74.23%4.95
LVMH Moët Hennessy Louis Vuitton SE (MC)1.30%$335.78B8.80%N/A4.60
Allianz SE (ALV)1.30%$120.45B65.12%N/AN/A
Johnson & Johnson (JNJ)1.30%$352.07B5.27%69.19%4.64
Sony Group Corp. (SONY)1.28%$129.69B-0.50%34.15%1.52
Nestlé SA (NESN)1.28%$213.42B-1.51%N/A3.31
McDonald's Corp. (MCD)1.27%$207.35B2.70%56.28%10.46
Amazon.com, Inc. (AMZN)1.27%$2.34T11.04%49.03%3.32
Visa, Inc. (V)1.26%$611.20B10.02%77.52%15.62
Bellway Plc (BWY)1.25%$3.45B-30.13%16.01%1.55
Mastercard, Inc. (MA)1.25%$469.38B12.62%96.95%17.03
Meritage Homes Corp. (MTH)1.24%$5.39B-1.40%25.27%1.25
PepsiCo, Inc. (PEP)1.23%$199.49B-0.58%55.70%3.06
Procter & Gamble Co. (PG)1.23%$379.87B-0.61%52.25%5.39
Saudi Arabian Oil Co. (2222)1.23%$1.79T-4.97%45.57%3.71
Super Micro Computer, Inc. (SMCI)1.05%$20.13B109.77%14.13%3.34
UBS Group AG (UBSG)1.05%$104.53B-0.21%N/A2.71
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)1.03%$896.56B36.27%56.45%10.45
Advanced Micro Devices, Inc. (AMD)1.03%$206.63B17.57%44.98%10.97
Citigroup, Inc. (C)1.03%$139.35B5.65%N/A4.19
Meta Platforms, Inc. (META)1.02%$1.56T18.87%81.83%9.39
Iberdrola SA (IBE)1.02%$89.28B-4.12%23.44%3.38
UniCredit SpA (UCG)1.02%$62.33B6.89%N/A8.94
Commonwealth Bank of Australia (CBA)1.02%$165.11B33.87%N/A6.53
QUALCOMM, Inc. (QCOM)1.01%$178.34B8.77%56.21%4.99
BNP Paribas SA (BNP)1.01%$71.20B54.02%N/A3.30
Samsung Electronics Co., Ltd. (005930)1.01%$254.89B17.35%37.17%1.16
Chevron Corp. (CVX)1.01%$268.83B-7.02%14.81%1.48
The Toronto-Dominion Bank (TD)1.01%$96.04B17.19%N/A3.55
Prologis, Inc. (PLD)1.00%$101.18B6.36%44.12%19.93
Broadcom Inc. (AVGO)1.00%$1.07T43.99%57.24%16.80
Union Pacific Corp. (UNP)0.99%$139.77B2.52%45.36%7.48
JPMorgan Chase & Co. (JPM)0.99%$684.61B11.37%N/A5.34
Société Générale SA (GLE)0.98%$22.53B114.32%N/A1.54
American Express Co. (AXP)0.98%$212.76B9.21%61.49%2.74
Eli Lilly & Co. (LLY)0.97%$734.10B20.43%81.02%20.30
Volkswagen AG (VOW3)0.97%$47.48B-0.47%16.97%0.60
Deutsche Telekom AG (DTE)0.97%$150.48B3.43%26.31%2.56
Nintendo Co., Ltd. (7974)0.96%$67.74B-17.39%59.81%4.95
Monster Beverage Corp. (MNST)0.96%$50.13B1.34%53.15%6.81
Caterpillar, Inc. (CAT)0.96%$175.26B-4.19%35.71%3.39
D.R. Horton, Inc. (DHI)0.95%$44.22B3.78%25.91%1.77
Kering SA (KER)0.95%$29.78B-3.86%N/A3.25
Unilever Plc (ULVR)0.95%$140.00B1.14%N/A2.28
The Home Depot, Inc. (HD)0.94%$381.68B6.65%31.40%2.96
Berkeley Group Holdings Plc (BKG)0.94%$4.81B-3.37%26.15%1.83
The Coca-Cola Co. (KO)0.94%$262.09B-0.54%61.22%7.33
Netflix, Inc. (NFLX)0.93%$375.82B14.46%47.63%8.53
Costco Wholesale Corp. (COST)0.93%$409.00B7.53%12.94%1.64
Salesforce, Inc. (CRM)0.91%$310.96B8.30%69.79%7.55
Adobe, Inc. (ADBE)0.91%$186.04B11.03%89.04%10.71
NIKE, Inc. (NKE)0.91%$106.63B-7.53%43.33%2.44
Chipotle Mexican Grill, Inc. (CMG)0.90%$79.02B13.01%22.47%7.49
Tesla, Inc. (TSLA)0.90%$1.27T7.85%19.84%9.21
Tencent Holdings Ltd. (700)0.86%$444.17B8.98%51.53%6.06
Barclays PLC (BARC)0.68%$48.12B4.62%N/A-5.80
Sanofi (SAN)0.67%$125.49B0.17%N/A2.85
HSBC Holdings Plc (HSBA)0.67%$174.96B9.46%N/A1.95
MercadoLibre, Inc. (MELI)0.66%$89.80B41.28%45.91%5.48
GSK Plc (GSK)0.66%$69.66B-1.66%70.94%2.37
Exxon Mobil Corp. (XOM)0.66%$477.97B-2.81%22.23%1.61
Alibaba Group Holding Ltd. (BABA)0.66%$199.52B6.37%38.40%1.78
Siemens AG (SIE)0.65%$158.14B-2.36%39.28%2.47
U.S. Bancorp (USB)0.65%$75.97B-0.68%N/A2.01
Diageo Plc (DGE)0.65%$70.05B-5.91%60.52%4.55
Waste Management, Inc. (WM)0.64%$81.63B7.91%29.45%4.66
Toll Brothers, Inc. (TOL)0.63%$12.39B8.52%28.36%1.57
Duke Energy Corp. (DUK)0.63%$82.51B2.00%30.84%5.82
NextEra Energy, Inc. (NEE)0.63%$144.83B-10.90%34.20%11.16
Verizon Communications, Inc. (VZ)0.63%$163.84B-0.02%46.90%2.68
Honeywell International, Inc. (HON)0.62%$143.46B5.66%38.78%4.14
Lennar Corp. (LEN)0.62%$36.00B3.37%22.51%1.27
Oracle Corp. (ORCL)0.61%$453.19B8.64%66.74%11.07
Taylor Wimpey Plc (TW)0.61%$5.10B-20.48%N/A1.30
Century Communities, Inc. (CCS)0.60%$2.23B28.94%21.77%1.12
Persimmon Plc (PSN)0.60%$4.48B-27.32%N/A1.60
Honda Motor Co., Ltd. (HMC)0.41%$49.14B4.80%21.32%0.64
Centene Corp. (CNC)0.34%$31.61B10.46%N/A0.35
Bank of America Corp. (BAC)0.34%$353.57B14.11%N/A5.40
Deutsche Bank AG (DBK)0.33%$35.07B8.87%N/A0.44
Airbus SE (AIR)0.33%$130.80B5.32%15.72%1.56
Vertex Pharmaceuticals, Inc. (VRTX)0.33%$105.15B11.86%85.85%10.98
Wells Fargo & Co. (WFC)0.33%$238.36B22.94%N/A3.72
Neurocrine Biosciences, Inc. (NBIX)0.33%$13.93B24.72%97.81%4.94
Barrick Gold Corp. (ABX)0.32%$27.33B19.05%33.30%3.59
Cisco Systems, Inc. (CSCO)0.32%$234.70B-5.64%64.74%4.47
NatWest Group Plc (NWG)0.32%$39.97B14.49%N/A-0.97
The Walt Disney Co. (DIS)0.32%$201.72B2.76%30.08%2.47
Ford Motor Co. (F)0.32%$38.79B5.47%7.13%0.90
Walmart, Inc. (WMT)0.32%$729.51B5.46%24.91%1.07
KB Home (KBH)0.31%$4.73B10.43%20.94%1.17
Airbnb, Inc. (ABNB)0.31%$83.23B9.86%77.65%6.68
PulteGroup, Inc. (PHM)0.31%$22.11B11.81%29.01%1.77
Barratt Redrow Plc (BDEV)0.31%$7.62B-21.67%16.53%1.03
Market data by FactSet

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