J
Portfolio

CLUTCHT

Index Performance

+2.31%
CLUTCHT
+0.67%
DIA
+5.42%
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 June 12, 2024
CSV download
Apple, Inc. (AAPL)34.93%$3.18T-4.31%46.58%7.05
Bank of America Corp. (BAC)8.29%$303.90B17.41%N/A5.37
The Coca-Cola Co. (KO)5.70%$273.77B2.46%62.40%6.32
Chevron Corp. (CVX)5.39%$288.41B-4.50%17.50%1.58
American Express Co. (AXP)4.84%$161.51B13.32%62.03%2.31
Walgreens Boots Alliance, Inc. (WBA)4.37%$13.74B6.28%17.35%0.37
International Business Machines Corp. (IBM)4.29%$155.54B1.47%52.85%3.58
3M Co. (MMM)2.80%$56.07B-0.35%45.53%2.15
VF Corp. (VFC)2.70%$5.27B-9.98%51.92%1.22
The Kraft Heinz Co. (KHC)2.60%$40.86B-1.20%35.16%2.42
Occidental Petroleum Corp. (OXY)2.60%$53.74B-12.71%33.99%3.27
Spotify Technology SA (SPOT)2.38%$60.53B20.91%27.39%3.37
Alphabet, Inc. (GOOG)1.21%$2.04T15.44%58.49%5.75
Accenture Plc (ACN)1.10%$184.98B-0.09%30.91%3.68
Tesla, Inc. (TSLA)1.04%$544.27B-8.69%17.35%6.29
Moody's Corp. (MCO)1.03%$73.65B21.50%68.09%12.36
Amazon.com, Inc. (AMZN)1.03%$1.95T12.53%49.32%3.37
Realty Income Corp. (O)0.98%$45.49B34.42%47.19%16.39
AbbVie, Inc. (ABBV)0.91%$296.14B0.70%66.84%6.96
Corsair Gaming, Inc. (CRSR)0.90%$1.16B-4.72%25.69%0.97
Airbnb, Inc. (ABNB)0.89%$65.23B17.82%64.29%9.67
Franklin Resources, Inc. (BEN)0.82%$11.82B10.57%71.85%3.15
HP, Inc. (HPQ)0.81%$35.54B-2.00%23.04%0.68
General Motors Co. (GM)0.81%$55.01B7.58%13.74%0.86
Advanced Micro Devices, Inc. (AMD)0.81%$256.93B2.24%39.61%12.84
The Bank of New York Mellon Corp. (BK)0.73%$43.94B33.49%N/A-0.24
Citigroup, Inc. (C)0.71%$112.81B15.90%N/A4.37
DaVita, Inc. (DVA)0.70%$12.27B6.89%26.20%2.08
VeriSign, Inc. (VRSN)0.64%$18.13B5.46%87.22%13.21
U.S. Bancorp (USB)0.64%$60.00B11.40%N/A1.70
The Kroger Co. (KR)0.61%$37.38B1.20%20.15%0.33
Best Buy Co., Inc. (BBY)0.54%$18.79B-6.55%23.26%0.43
Palantir Technologies, Inc. (PLTR)0.49%$50.81B20.78%81.67%22.13
Liberty Media Corp. Liberty SiriusXM (LSXMK)0.48%$6.90B0.84%40.70%N/A
The Home Depot, Inc. (HD)0.45%$332.90B-2.25%32.25%2.50
Solventum Corp. (SOLV)0.39%N/A0.82%57.25%N/A
Netflix, Inc. (NFLX)0.21%$279.50B14.95%46.95%7.95
NVIDIA Corp. (NVDA)0.14%$2.97T262.12%78.35%27.12
Virgin Galactic Holdings, Inc. (SPCE)0.05%$370.64M406.38%-1,224.43%33.88
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