Index Performance
-4.88%
CLUTCHT
-2.47%
SP500
-1.80%
DJI
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 September 29, 2023
CSV download
| Apple, Inc. (AAPL) | 29.65% | $2,676.737B | -1.40% | 44.52% | 8.09x |
| Bank of America Corp. (BAC) | 7.60% | $217.572B | 67.73% | N/A | 5.58x |
| Walgreens Boots Alliance, Inc. (WBA) | 6.13% | $19.199B | 8.64% | 16.92% | 0.52x |
| Chevron Corp. (CVX) | 5.85% | $321.659B | -27.97% | 17.83% | 1.44x |
| The Coca-Cola Co. (KO) | 5.58% | $242.077B | 5.58% | 59.54% | 6.57x |
| International Business Machines Corp. (IBM) | 4.95% | $127.814B | -0.39% | 53.42% | 2.76x |
| American Express Co. (AXP) | 4.60% | $109.872B | 20.88% | 61.14% | 2.16x |
| VF Corp. (VFC) | 3.06% | $6.871B | -7.99% | 52.36% | 1.26x |
| The Kraft Heinz Co. (KHC) | 2.94% | $41.320B | 2.56% | 33.85% | 2.33x |
| 3M Co. (MMM) | 2.86% | $51.678B | -4.33% | 44.74% | 2.06x |
| Occidental Petroleum Corp. (OXY) | 2.83% | $57.398B | -36.22% | 30.37% | 2.72x |
| Spotify Technology SA (SPOT) | 2.01% | $29.418B | 13.44% | 24.05% | 2.25x |
| Accenture Plc (ACN) | 1.52% | $204.017B | 3.64% | 32.42% | 3.15x |
| Activision Blizzard, Inc. (ATVI) | 1.47% | $73.668B | 34.25% | 70.28% | 6.60x |
| Advanced Micro Devices, Inc. (AMD) | 1.04% | $166.123B | -18.18% | 36.61% | 8.32x |
| NVIDIA Corp. (NVDA) | 1.02% | $1,074.425B | 101.48% | 70.05% | 35.59x |
| AbbVie, Inc. (ABBV) | 1.01% | $263.098B | -4.92% | 69.84% | 5.19x |
| Airbnb, Inc. (ABNB) | 0.99% | $58.501B | 18.05% | 69.85% | 8.49x |
| Corsair Gaming, Inc. (CRSR) | 0.99% | $1.493B | 14.63% | 25.45% | 1.45x |
| Alphabet, Inc. (GOOG) | 0.98% | $1,541.254B | 7.63% | 57.22% | 5.05x |
| Franklin Resources, Inc. (BEN) | 0.97% | $12.265B | -0.65% | 73.90% | 2.84x |
| Moody's Corp. (MCO) | 0.96% | $58.017B | 8.18% | 65.26% | 12.57x |
| Realty Income Corp. (O) | 0.95% | $35.397B | 26.10% | 44.37% | 16.75x |
| Tesla, Inc. (TSLA) | 0.94% | $794.197B | 47.20% | 18.19% | 9.51x |
| Amazon.com, Inc. (AMZN) | 0.93% | $1,304.296B | 10.85% | 48.38% | 2.70x |
| Liberty Media Corp. Liberty SiriusXM (LSXMK) | 0.82% | $8.315B | -0.18% | 45.91% | 2.98x |
| VeriSign, Inc. (VRSN) | 0.73% | $20.888B | 5.71% | 86.48% | 16.65x |
| General Motors Co. (GM) | 0.70% | $45.364B | 25.13% | 11.95% | 0.83x |
| The Kroger Co. (KR) | 0.70% | $32.189B | -2.27% | 19.68% | 0.35x |
| Citigroup, Inc. (C) | 0.69% | $79.204B | 61.75% | N/A | 4.80x |
| DaVita, Inc. (DVA) | 0.69% | $8.631B | 2.52% | 25.36% | 1.88x |
| The Bank of New York Mellon Corp. (BK) | 0.68% | $33.215B | 87.05% | N/A | -0.30x |
| U.S. Bancorp (USB) | 0.68% | $50.680B | 57.92% | N/A | 1.85x |
| HP, Inc. (HPQ) | 0.68% | $25.399B | -7.56% | 21.17% | 0.78x |
| Palantir Technologies, Inc. (PLTR) | 0.54% | $32.756B | 12.75% | 79.96% | 15.72x |
| Best Buy Co., Inc. (BBY) | 0.49% | $15.119B | -7.22% | 22.95% | 0.46x |
| The Home Depot, Inc. (HD) | 0.48% | $302.180B | -2.00% | 31.47% | 2.45x |
| Netflix, Inc. (NFLX) | 0.20% | $167.332B | 2.72% | 42.92% | 6.45x |
| Virgin Galactic Holdings, Inc. (SPCE) | 0.09% | $0.661B | 424.09% | -83.11% | 162.68x |
Market data by FactSet