Index Performance
+0.41%
CLUTCHT
+2.09%
DIA
+4.94%
SPY
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 holdings39
What's inside?
Holdings
All holdings as of April 23, 2024
CSV download
| Apple, Inc. (AAPL) | 29.06% | $2.58T | 2.07% | 45.87% | 7.87 |
| Bank of America Corp. (BAC) | 8.59% | $302.07B | 14.28% | N/A | 5.35 |
| Chevron Corp. (CVX) | 5.99% | $302.46B | -16.56% | 18.72% | 1.52 |
| The Coca-Cola Co. (KO) | 5.85% | $261.43B | 6.98% | 59.75% | 6.26 |
| American Express Co. (AXP) | 5.48% | $171.88B | 13.32% | 62.03% | 2.31 |
| Walgreens Boots Alliance, Inc. (WBA) | 5.32% | $15.57B | 6.28% | 17.35% | 0.37 |
| International Business Machines Corp. (IBM) | 4.87% | $167.02B | 2.20% | 54.15% | 3.19 |
| The Kraft Heinz Co. (KHC) | 3.20% | $46.18B | 0.59% | 34.03% | 2.44 |
| Occidental Petroleum Corp. (OXY) | 3.09% | $59.74B | -21.85% | 34.39% | 3.01 |
| 3M Co. (MMM) | 2.72% | $51.46B | -4.52% | 43.33% | 2.19 |
| VF Corp. (VFC) | 2.70% | $5.04B | -16.20% | 55.39% | 1.26 |
| Spotify Technology SA (SPOT) | 2.43% | $59.23B | 16.20% | 25.43% | 2.36 |
| Accenture Plc (ACN) | 1.30% | $199.20B | -0.09% | 30.91% | 3.68 |
| Alphabet, Inc. (GOOG) | 1.15% | $1.84T | 9.36% | 56.75% | 5.57 |
| Amazon.com, Inc. (AMZN) | 1.05% | $1.87T | 11.83% | 46.98% | 2.89 |
| Realty Income Corp. (O) | 1.05% | $45.98B | 22.48% | 45.98% | 15.42 |
| Airbnb, Inc. (ABNB) | 1.02% | $71.36B | 18.07% | 70.87% | 8.30 |
| Moody's Corp. (MCO) | 1.02% | $69.77B | 8.19% | 65.15% | 13.06 |
| Franklin Resources, Inc. (BEN) | 0.97% | $13.34B | 1.92% | 75.02% | 3.04 |
| AbbVie, Inc. (ABBV) | 0.97% | $300.20B | -6.44% | 69.35% | 5.93 |
| NVIDIA Corp. (NVDA) | 0.96% | $2.06T | 125.85% | 72.72% | 24.74 |
| Corsair Gaming, Inc. (CRSR) | 0.92% | $1.14B | 6.17% | 22.44% | 1.09 |
| Tesla, Inc. (TSLA) | 0.90% | $461.38B | 18.80% | 18.25% | 8.75 |
| Advanced Micro Devices, Inc. (AMD) | 0.81% | $246.09B | -3.90% | 37.88% | 10.44 |
| General Motors Co. (GM) | 0.79% | $52.06B | 9.64% | 16.90% | 0.86 |
| Citigroup, Inc. (C) | 0.78% | $120.03B | 16.68% | N/A | 4.46 |
| The Bank of New York Mellon Corp. (BK) | 0.76% | $42.95B | 33.73% | N/A | -0.78 |
| The Kroger Co. (KR) | 0.71% | $40.15B | 1.20% | 20.15% | 0.33 |
| U.S. Bancorp (USB) | 0.71% | $63.84B | 12.13% | N/A | 1.69 |
| DaVita, Inc. (DVA) | 0.70% | $11.74B | 4.57% | 25.33% | 1.82 |
| VeriSign, Inc. (VRSN) | 0.70% | $18.68B | 4.79% | 86.79% | 14.86 |
| HP, Inc. (HPQ) | 0.66% | $27.07B | -3.39% | 20.39% | 0.70 |
| Liberty Media Corp. Liberty SiriusXM (LSXMK) | 0.61% | $8.27B | -0.56% | 42.01% | N/A |
| Best Buy Co., Inc. (BBY) | 0.50% | $16.16B | -6.15% | 21.96% | 0.44 |
| Palantir Technologies, Inc. (PLTR) | 0.47% | $45.68B | 16.75% | 80.62% | 16.22 |
| The Home Depot, Inc. (HD) | 0.47% | $335.95B | -3.01% | 31.63% | 2.65 |
| Solventum Corp. (SOLV) | 0.46% | N/A | 0.82% | 57.25% | N/A |
| Netflix, Inc. (NFLX) | 0.19% | $248.99B | 14.81% | 46.89% | 7.88 |
| Virgin Galactic Holdings, Inc. (SPCE) | 0.06% | $378.48M | 194.12% | -839.81% | 59.79 |
Market data by FactSet
