Index Performance
-2.03%
HFCI
+5.43%
TMLARGE
+4.35%
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 holdings110
What's inside?
Sectors
- Finance22.56%
- Consumer Durables12.42%
- Consumer Non-Durables11.99%
- Electronic Technology11.57%
- Health Technology10.91%
- Technology Services8.45%
- Retail Trade4.79%
- Energy Minerals2.90%
- Consumer Services2.81%
- Commercial Services2.51%
- Utilities2.28%
- Health Services1.66%
- Producer Manufacturing1.61%
- Communications1.59%
- Transportation0.99%
- Industrial Services0.64%
- Non-Energy Minerals0.32%
Holdings
All holdings as of January 7, 2025
CSV download
Alphabet, Inc. (GOOGL) | 1.64% | $2.40T | 15.07% | 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% | $186.39B | 10.72% | N/A | 6.11 |
Microsoft Corp. (MSFT) | 1.56% | $3.14T | 16.04% | 69.35% | 12.72 |
Apple, Inc. (AAPL) | 1.53% | $3.66T | 2.02% | 46.21% | 9.11 |
Toyota Motor Corp. (7203) | 1.41% | $261.17B | 0.09% | 21.31% | 1.37 |
Novo Nordisk A/S (NOVO.B) | 1.36% | $373.86B | 21.42% | 84.14% | 12.90 |
ING Groep NV (INGA) | 1.35% | $49.63B | 1.15% | N/A | 6.10 |
Roche Holding AG (RO) | 1.34% | $236.47B | -7.21% | N/A | 3.99 |
NVIDIA Corp. (NVDA) | 1.34% | $3.43T | 93.61% | 74.56% | 30.71 |
The Goldman Sachs Group, Inc. (GS) | 1.33% | $182.11B | 8.11% | N/A | 6.74 |
Merck & Co., Inc. (MRK) | 1.33% | $255.54B | 4.42% | 73.43% | 4.96 |
Pfizer Inc. (PFE) | 1.32% | $153.75B | 33.78% | 60.85% | 3.73 |
UnitedHealth Group, Inc. (UNH) | 1.32% | $473.26B | 10.35% | N/A | 1.61 |
Morgan Stanley (MS) | 1.32% | $204.41B | 11.04% | N/A | 5.36 |
Assicurazioni Generali SpA (G) | 1.32% | $45.94B | -17.12% | N/A | 0.94 |
Novartis AG (NOVN) | 1.31% | $198.33B | 6.73% | 74.23% | 4.95 |
LVMH Moët Hennessy Louis Vuitton SE (MC) | 1.30% | $335.78B | 8.80% | N/A | 4.60 |
Allianz SE (ALV) | 1.30% | $120.45B | 65.12% | N/A | N/A |
Johnson & Johnson (JNJ) | 1.30% | $352.07B | 5.27% | 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/A | 3.31 |
McDonald's Corp. (MCD) | 1.27% | $207.35B | 2.70% | 56.28% | 10.46 |
Amazon.com, Inc. (AMZN) | 1.27% | $2.34T | 11.04% | 49.03% | 3.32 |
Visa, Inc. (V) | 1.26% | $611.20B | 10.02% | 77.52% | 15.62 |
Bellway Plc (BWY) | 1.25% | $3.45B | -30.13% | 16.01% | 1.55 |
Mastercard, Inc. (MA) | 1.25% | $469.38B | 12.62% | 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% | $20.13B | 109.77% | 14.13% | 3.34 |
UBS Group AG (UBSG) | 1.05% | $104.53B | -0.21% | N/A | 2.71 |
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 1.03% | $896.56B | 36.27% | 56.45% | 10.45 |
Advanced Micro Devices, Inc. (AMD) | 1.03% | $206.63B | 17.57% | 44.98% | 10.97 |
Citigroup, Inc. (C) | 1.03% | $139.35B | 5.65% | N/A | 4.19 |
Meta Platforms, Inc. (META) | 1.02% | $1.56T | 18.87% | 81.83% | 9.39 |
Iberdrola SA (IBE) | 1.02% | $89.28B | -4.12% | 23.44% | 3.38 |
UniCredit SpA (UCG) | 1.02% | $62.33B | 6.89% | N/A | 8.94 |
Commonwealth Bank of Australia (CBA) | 1.02% | $165.11B | 33.87% | N/A | 6.53 |
QUALCOMM, Inc. (QCOM) | 1.01% | $178.34B | 8.77% | 56.21% | 4.99 |
BNP Paribas SA (BNP) | 1.01% | $71.20B | 54.02% | N/A | 3.30 |
Samsung Electronics Co., Ltd. (005930) | 1.01% | $254.89B | 17.35% | 37.17% | 1.16 |
Chevron Corp. (CVX) | 1.01% | $268.83B | -7.02% | 14.81% | 1.48 |
The Toronto-Dominion Bank (TD) | 1.01% | $96.04B | 17.19% | N/A | 3.55 |
Prologis, Inc. (PLD) | 1.00% | $101.18B | 6.36% | 44.12% | 19.93 |
Broadcom Inc. (AVGO) | 1.00% | $1.07T | 43.99% | 57.24% | 16.80 |
Union Pacific Corp. (UNP) | 0.99% | $139.77B | 2.52% | 45.36% | 7.48 |
JPMorgan Chase & Co. (JPM) | 0.99% | $684.61B | 11.37% | N/A | 5.34 |
Société Générale SA (GLE) | 0.98% | $22.53B | 114.32% | N/A | 1.54 |
American Express Co. (AXP) | 0.98% | $212.76B | 9.21% | 61.49% | 2.74 |
Eli Lilly & Co. (LLY) | 0.97% | $734.10B | 20.43% | 81.02% | 20.30 |
Volkswagen AG (VOW3) | 0.97% | $47.48B | -0.47% | 16.97% | 0.60 |
Deutsche Telekom AG (DTE) | 0.97% | $150.48B | 3.43% | 26.31% | 2.56 |
Nintendo Co., Ltd. (7974) | 0.96% | $67.74B | -17.39% | 59.81% | 4.95 |
Monster Beverage Corp. (MNST) | 0.96% | $50.13B | 1.34% | 53.15% | 6.81 |
Caterpillar, Inc. (CAT) | 0.96% | $175.26B | -4.19% | 35.71% | 3.39 |
D.R. Horton, Inc. (DHI) | 0.95% | $44.22B | 3.78% | 25.91% | 1.77 |
Kering SA (KER) | 0.95% | $29.78B | -3.86% | N/A | 3.25 |
Unilever Plc (ULVR) | 0.95% | $140.00B | 1.14% | N/A | 2.28 |
The Home Depot, Inc. (HD) | 0.94% | $381.68B | 6.65% | 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% | $375.82B | 14.46% | 47.63% | 8.53 |
Costco Wholesale Corp. (COST) | 0.93% | $409.00B | 7.53% | 12.94% | 1.64 |
Salesforce, Inc. (CRM) | 0.91% | $310.96B | 8.30% | 69.79% | 7.55 |
Adobe, Inc. (ADBE) | 0.91% | $186.04B | 11.03% | 89.04% | 10.71 |
NIKE, Inc. (NKE) | 0.91% | $106.63B | -7.53% | 43.33% | 2.44 |
Chipotle Mexican Grill, Inc. (CMG) | 0.90% | $79.02B | 13.01% | 22.47% | 7.49 |
Tesla, Inc. (TSLA) | 0.90% | $1.27T | 7.85% | 19.84% | 9.21 |
Tencent Holdings Ltd. (700) | 0.86% | $444.17B | 8.98% | 51.53% | 6.06 |
Barclays PLC (BARC) | 0.68% | $48.12B | 4.62% | N/A | -5.80 |
Sanofi (SAN) | 0.67% | $125.49B | 0.17% | N/A | 2.85 |
HSBC Holdings Plc (HSBA) | 0.67% | $174.96B | 9.46% | N/A | 1.95 |
MercadoLibre, Inc. (MELI) | 0.66% | $89.80B | 41.28% | 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% | $199.52B | 6.37% | 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/A | 2.01 |
Diageo Plc (DGE) | 0.65% | $70.05B | -5.91% | 60.52% | 4.55 |
Waste Management, Inc. (WM) | 0.64% | $81.63B | 7.91% | 29.45% | 4.66 |
Toll Brothers, Inc. (TOL) | 0.63% | $12.39B | 8.52% | 28.36% | 1.57 |
Duke Energy Corp. (DUK) | 0.63% | $82.51B | 2.00% | 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% | $143.46B | 5.66% | 38.78% | 4.14 |
Lennar Corp. (LEN) | 0.62% | $36.00B | 3.37% | 22.51% | 1.27 |
Oracle Corp. (ORCL) | 0.61% | $453.19B | 8.64% | 66.74% | 11.07 |
Taylor Wimpey Plc (TW) | 0.61% | $5.10B | -20.48% | N/A | 1.30 |
Century Communities, Inc. (CCS) | 0.60% | $2.23B | 28.94% | 21.77% | 1.12 |
Persimmon Plc (PSN) | 0.60% | $4.48B | -27.32% | N/A | 1.60 |
Honda Motor Co., Ltd. (HMC) | 0.41% | $49.14B | 4.80% | 21.32% | 0.64 |
Centene Corp. (CNC) | 0.34% | $31.61B | 10.46% | N/A | 0.35 |
Bank of America Corp. (BAC) | 0.34% | $353.57B | 14.11% | N/A | 5.40 |
Deutsche Bank AG (DBK) | 0.33% | $35.07B | 8.87% | N/A | 0.44 |
Airbus SE (AIR) | 0.33% | $130.80B | 5.32% | 15.72% | 1.56 |
Vertex Pharmaceuticals, Inc. (VRTX) | 0.33% | $105.15B | 11.86% | 85.85% | 10.98 |
Wells Fargo & Co. (WFC) | 0.33% | $238.36B | 22.94% | N/A | 3.72 |
Neurocrine Biosciences, Inc. (NBIX) | 0.33% | $13.93B | 24.72% | 97.81% | 4.94 |
Barrick Gold Corp. (ABX) | 0.32% | $27.33B | 19.05% | 33.30% | 3.59 |
Cisco Systems, Inc. (CSCO) | 0.32% | $234.70B | -5.64% | 64.74% | 4.47 |
NatWest Group Plc (NWG) | 0.32% | $39.97B | 14.49% | N/A | -0.97 |
The Walt Disney Co. (DIS) | 0.32% | $201.72B | 2.76% | 30.08% | 2.47 |
Ford Motor Co. (F) | 0.32% | $38.79B | 5.47% | 7.13% | 0.90 |
Walmart, Inc. (WMT) | 0.32% | $729.51B | 5.46% | 24.91% | 1.07 |
KB Home (KBH) | 0.31% | $4.73B | 10.43% | 20.94% | 1.17 |
Airbnb, Inc. (ABNB) | 0.31% | $83.23B | 9.86% | 77.65% | 6.68 |
PulteGroup, Inc. (PHM) | 0.31% | $22.11B | 11.81% | 29.01% | 1.77 |
Barratt Redrow Plc (BDEV) | 0.31% | $7.62B | -21.67% | 16.53% | 1.03 |
Market data by FactSet