Index Performance
+4.20%
CLUTCHT
+2.90%
DIA
+3.68%
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 holdings37
What's inside?
Holdings
All holdings as of January 21, 2025
CSV download
| Apple, Inc. (AAPL) | 26.13% | $3.35T | 2.02% | 46.21% | 9.11 |
| Bank of America Corp. (BAC) | 8.31% | $355.12B | 9.96% | N/A | 5.22 |
| Walgreens Boots Alliance, Inc. (WBA) | 7.26% | $9.83B | 7.50% | 15.60% | 0.26 |
| Chevron Corp. (CVX) | 6.30% | $284.37B | -7.02% | 14.81% | 1.48 |
| The Coca-Cola Co. (KO) | 5.68% | $268.89B | -0.54% | 61.22% | 7.33 |
| American Express Co. (AXP) | 5.30% | $223.98B | 9.21% | 61.49% | 2.74 |
| International Business Machines Corp. (IBM) | 5.10% | $207.36B | 1.46% | 55.57% | 4.01 |
| 3M Co. (MMM) | 3.46% | $79.99B | -24.80% | 41.21% | 3.12 |
| VF Corp. (VFC) | 3.39% | $9.66B | -8.86% | 52.51% | 1.45 |
| Occidental Petroleum Corp. (OXY) | 3.06% | $47.43B | -2.54% | 36.70% | 3.08 |
| The Kraft Heinz Co. (KHC) | 2.78% | $35.65B | -2.85% | 34.29% | 2.36 |
| Spotify Technology SA (SPOT) | 2.15% | $95.55B | 19.97% | 30.92% | 4.38 |
| Accenture Plc (ACN) | 1.48% | $222.93B | 9.03% | 32.96% | 3.48 |
| Corsair Gaming, Inc. (CRSR) | 1.42% | $915.08M | -16.24% | 22.90% | 0.70 |
| Realty Income Corp. (O) | 1.07% | $48.36B | 28.88% | 48.14% | 16.53 |
| NVIDIA Corp. (NVDA) | 1.06% | $3.45T | 93.61% | 74.56% | 30.71 |
| Moody's Corp. (MCO) | 1.06% | $87.84B | 23.17% | 65.75% | 13.27 |
| Alphabet, Inc. (GOOG) | 1.05% | $2.43T | 15.07% | 58.67% | 5.93 |
| Advanced Micro Devices, Inc. (AMD) | 1.04% | $198.44B | 17.57% | 44.98% | 10.97 |
| Amazon.com, Inc. (AMZN) | 1.04% | $2.43T | 11.04% | 49.03% | 3.32 |
| Tesla, Inc. (TSLA) | 1.02% | $1.36T | 7.85% | 19.84% | 9.21 |
| Airbnb, Inc. (ABNB) | 1.01% | $84.36B | 9.86% | 77.65% | 6.68 |
| Franklin Resources, Inc. (BEN) | 1.00% | $10.39B | 8.20% | 72.69% | 2.46 |
| AbbVie, Inc. (ABBV) | 1.00% | $305.03B | 3.83% | 71.00% | 7.45 |
| Citigroup, Inc. (C) | 0.84% | $153.30B | 8.97% | N/A | 4.25 |
| DaVita, Inc. (DVA) | 0.80% | $13.94B | 4.56% | 28.33% | 2.12 |
| The Bank of New York Mellon Corp. (BK) | 0.78% | $60.95B | 18.08% | N/A | 0.35 |
| VeriSign, Inc. (VRSN) | 0.75% | $20.22B | 3.80% | 88.02% | 12.73 |
| General Motors Co. (GM) | 0.74% | $59.26B | 10.48% | 13.12% | 0.80 |
| U.S. Bancorp (USB) | 0.74% | $76.94B | 6.70% | N/A | 2.32 |
| HP, Inc. (HPQ) | 0.72% | $30.90B | -0.61% | 21.14% | 0.80 |
| The Kroger Co. (KR) | 0.68% | $42.72B | -0.95% | 20.60% | 0.39 |
| The Home Depot, Inc. (HD) | 0.54% | $415.65B | 6.65% | 31.40% | 2.96 |
| Best Buy Co., Inc. (BBY) | 0.51% | $18.07B | -3.19% | 23.42% | 0.54 |
| Palantir Technologies, Inc. (PLTR) | 0.46% | $166.45B | 29.98% | 79.79% | 32.98 |
| Netflix, Inc. (NFLX) | 0.19% | $371.75B | 14.46% | 47.63% | 8.53 |
| Virgin Galactic Holdings, Inc. (SPCE) | 0.09% | $158.53M | -76.74% | -5,923.63% | -2.16 |
Market data by FactSet
