J
Portfolio

CLUTCHT

Index Performance

+7.96%
CLUTCHT
+11.08%
DIA
+11.99%
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 holdings38
What's inside?

Holdings

All holdings as of February 23, 2024
CSV download
Apple, Inc. (AAPL)27.50%$2.82T2.07%45.87%7.87
Bank of America Corp. (BAC)7.92%$267.04B51.46%N/A5.15
The Coca-Cola Co. (KO)5.91%$263.92B6.98%59.75%6.00
American Express Co. (AXP)5.91%$155.31B21.13%61.63%2.08
Chevron Corp. (CVX)5.86%$291.08B-16.69%15.36%1.49
International Business Machines Corp. (IBM)5.79%$169.58B2.20%56.47%3.19
Walgreens Boots Alliance, Inc. (WBA)5.23%$18.74B9.96%16.77%0.42
Occidental Petroleum Corp. (OXY)2.91%$52.79B-21.85%34.39%3.01
The Kraft Heinz Co. (KHC)2.82%$43.73B0.59%34.03%2.44
Spotify Technology SA (SPOT)2.70%$49.70B16.20%25.43%2.36
3M Co. (MMM)2.63%$51.17B-4.52%43.33%2.19
VF Corp. (VFC)2.45%$6.21B-16.20%55.39%1.26
Accenture Plc (ACN)1.67%$236.58B3.03%33.64%3.24
NVIDIA Corp. (NVDA)1.63%$1.97T125.85%72.72%24.74
Advanced Micro Devices, Inc. (AMD)1.28%$285.22B-3.90%37.88%10.44
Amazon.com, Inc. (AMZN)1.18%$1.82T11.83%46.98%2.89
AbbVie, Inc. (ABBV)1.18%$314.59B-6.44%69.35%5.93
Alphabet, Inc. (GOOG)1.10%$1.67T9.36%56.75%5.57
Airbnb, Inc. (ABNB)1.05%$66.88B18.07%70.87%8.30
Moody's Corp. (MCO)1.00%$70.36B8.19%65.15%13.06
Realty Income Corp. (O)0.94%$45.59B22.48%45.98%15.42
Franklin Resources, Inc. (BEN)0.94%$14.22B1.92%75.02%3.04
Corsair Gaming, Inc. (CRSR)0.89%$1.32B6.17%24.68%1.06
DaVita, Inc. (DVA)0.84%$10.99B4.57%25.33%1.82
Citigroup, Inc. (C)0.80%$107.04B54.63%N/A4.25
General Motors Co. (GM)0.79%$45.75B9.64%16.90%0.86
The Kroger Co. (KR)0.77%$34.68B-0.70%19.90%0.34
The Bank of New York Mellon Corp. (BK)0.77%$42.79B69.32%N/A-0.73
Liberty Media Corp. Liberty SiriusXM (LSXMK)0.77%$9.85B-0.18%45.91%2.98
Tesla, Inc. (TSLA)0.77%$611.38B18.80%18.25%8.75
HP, Inc. (HPQ)0.68%$29.00B-13.80%20.72%0.63
VeriSign, Inc. (VRSN)0.67%$19.83B4.79%86.79%14.86
U.S. Bancorp (USB)0.66%$64.44B46.08%N/A2.02
Palantir Technologies, Inc. (PLTR)0.64%$48.49B16.75%80.62%16.22
The Home Depot, Inc. (HD)0.53%$370.20B-3.01%31.63%2.65
Best Buy Co., Inc. (BBY)0.50%$16.43B-7.85%22.72%0.39
Netflix, Inc. (NFLX)0.25%$252.54B6.67%41.54%6.78
Virgin Galactic Holdings, Inc. (SPCE)0.07%$659.53M125.29%-1,574.42%27.26
Market data by FactSet