Index Performance
-8.64%
CLUTCHT
-9.96%
DIA
-7.85%
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 April 25, 2025
CSV download
| Apple, Inc. (AAPL) | 30.33% | $3.14T | 3.95% | 46.88% | 9.89 |
| Bank of America Corp. (BAC) | 7.79% | $300.06B | -4.86% | N/A | 5.30 |
| Walgreens Boots Alliance, Inc. (WBA) | 6.40% | $9.52B | 4.15% | 16.39% | 0.26 |
| The Coca-Cola Co. (KO) | 6.36% | $309.47B | 2.04% | 61.16% | 6.45 |
| American Express Co. (AXP) | 5.16% | $185.52B | 6.39% | 60.55% | 2.51 |
| International Business Machines Corp. (IBM) | 5.13% | $216.00B | 0.55% | 54.56% | 4.53 |
| Chevron Corp. (CVX) | 5.07% | $242.32B | -1.90% | 14.99% | 1.48 |
| The Kraft Heinz Co. (KHC) | 3.05% | $35.24B | -2.98% | 34.78% | 2.17 |
| 3M Co. (MMM) | 2.95% | $73.90B | -25.60% | 40.91% | 3.57 |
| Occidental Petroleum Corp. (OXY) | 2.55% | $37.93B | -4.35% | 35.61% | 3.00 |
| VF Corp. (VFC) | 2.25% | $4.44B | -3.97% | 56.27% | 1.31 |
| Spotify Technology SA (SPOT) | 2.23% | $124.63B | 18.38% | 30.06% | 5.13 |
| Accenture Plc (ACN) | 1.55% | $183.67B | 5.44% | 29.85% | 3.30 |
| Tesla, Inc. (TSLA) | 1.23% | $916.55B | -9.23% | 16.31% | 9.29 |
| Realty Income Corp. (O) | 1.10% | $50.73B | 29.49% | 47.70% | 14.03 |
| Alphabet, Inc. (GOOG) | 1.06% | $1.98T | 11.81% | 59.59% | 5.16 |
| Amazon.com, Inc. (AMZN) | 1.04% | $2.01T | 10.99% | 48.85% | 3.75 |
| Franklin Resources, Inc. (BEN) | 1.03% | $9.84B | 6.99% | 70.15% | 2.60 |
| Moody's Corp. (MCO) | 1.03% | $78.91B | 7.73% | 68.71% | 12.35 |
| Airbnb, Inc. (ABNB) | 1.02% | $77.25B | 11.95% | 71.54% | 6.88 |
| NVIDIA Corp. (NVDA) | 1.01% | $2.71T | 114.20% | 74.99% | 24.27 |
| Advanced Micro Devices, Inc. (AMD) | 0.98% | $157.01B | 13.69% | 43.73% | 7.66 |
| AbbVie, Inc. (ABBV) | 0.95% | $329.14B | 8.39% | 83.93% | N/A |
| VeriSign, Inc. (VRSN) | 0.84% | $25.61B | 4.68% | 87.72% | 16.00 |
| The Kroger Co. (KR) | 0.81% | $46.26B | -1.94% | 20.50% | 0.44 |
| Corsair Gaming, Inc. (CRSR) | 0.80% | $780.12M | -9.83% | 22.42% | 0.63 |
| Citigroup, Inc. (C) | 0.72% | $127.81B | -4.81% | N/A | 5.21 |
| General Motors Co. (GM) | 0.71% | $45.52B | 9.08% | 17.39% | 0.87 |
| U.S. Bancorp (USB) | 0.71% | $62.20B | -0.41% | N/A | 2.37 |
| DaVita, Inc. (DVA) | 0.71% | $11.16B | 5.56% | 27.26% | 2.04 |
| The Bank of New York Mellon Corp. (BK) | 0.71% | $56.27B | 1.95% | N/A | 0.75 |
| HP, Inc. (HPQ) | 0.67% | $23.83B | 3.47% | 20.37% | 0.73 |
| Palantir Technologies, Inc. (PLTR) | 0.67% | $264.51B | 28.79% | 80.25% | 62.97 |
| The Home Depot, Inc. (HD) | 0.55% | $355.41B | 4.48% | 31.52% | 2.99 |
| Best Buy Co., Inc. (BBY) | 0.50% | $14.31B | -4.43% | 22.55% | 0.49 |
| Netflix, Inc. (NFLX) | 0.25% | $468.78B | 10.62% | 49.31% | 10.45 |
| Virgin Galactic Holdings, Inc. (SPCE) | 0.07% | $113.97M | 3.47% | -1,399.30% | 6.30 |
Market data by FactSet
