Index Performance
-0.87%
CLUTCHT
+0.82%
DIA
+4.93%
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 April 26, 2024
CSV download
| Apple, Inc. (AAPL) | 29.48% | $2.61T | 2.07% | 45.87% | 7.87 |
| Bank of America Corp. (BAC) | 8.47% | $297.82B | 14.28% | N/A | 5.35 |
| Chevron Corp. (CVX) | 6.11% | $308.10B | -4.82% | 15.09% | 1.58 |
| The Coca-Cola Co. (KO) | 5.95% | $266.17B | 6.98% | 59.75% | 6.26 |
| American Express Co. (AXP) | 5.40% | $169.50B | 13.32% | 62.03% | 2.31 |
| Walgreens Boots Alliance, Inc. (WBA) | 5.22% | $15.27B | 6.28% | 17.35% | 0.37 |
| International Business Machines Corp. (IBM) | 4.47% | $153.22B | 1.47% | 54.71% | 3.58 |
| The Kraft Heinz Co. (KHC) | 3.21% | $46.29B | 0.59% | 34.03% | 2.44 |
| Occidental Petroleum Corp. (OXY) | 3.11% | $60.08B | -21.85% | 34.39% | 3.01 |
| 3M Co. (MMM) | 2.68% | $50.82B | -4.52% | 43.33% | 2.19 |
| VF Corp. (VFC) | 2.64% | $4.91B | -16.20% | 55.39% | 1.26 |
| Spotify Technology SA (SPOT) | 2.32% | $56.55B | 20.91% | 27.39% | 3.37 |
| Accenture Plc (ACN) | 1.26% | $193.65B | -0.09% | 30.91% | 3.68 |
| Alphabet, Inc. (GOOG) | 1.25% | $2.00T | 15.44% | 58.49% | 5.75 |
| Realty Income Corp. (O) | 1.06% | $46.25B | 22.48% | 45.98% | 15.42 |
| Amazon.com, Inc. (AMZN) | 1.05% | $1.87T | 11.83% | 46.98% | 2.89 |
| Tesla, Inc. (TSLA) | 1.05% | $536.71B | -8.69% | 17.35% | 6.29 |
| Airbnb, Inc. (ABNB) | 1.05% | $72.82B | 18.07% | 70.87% | 8.30 |
| NVIDIA Corp. (NVDA) | 1.02% | $2.19T | 125.85% | 72.72% | 24.74 |
| Moody's Corp. (MCO) | 1.00% | $68.67B | 8.19% | 65.15% | 13.06 |
| Franklin Resources, Inc. (BEN) | 0.96% | $13.16B | 1.92% | 75.02% | 3.04 |
| Corsair Gaming, Inc. (CRSR) | 0.95% | $1.17B | 6.17% | 22.44% | 1.09 |
| AbbVie, Inc. (ABBV) | 0.92% | $282.63B | 0.70% | 82.75% | N/A |
| Advanced Micro Devices, Inc. (AMD) | 0.84% | $254.38B | -3.90% | 37.88% | 10.44 |
| General Motors Co. (GM) | 0.81% | $52.30B | 7.58% | 13.74% | 0.86 |
| Citigroup, Inc. (C) | 0.78% | $120.01B | 16.68% | N/A | 4.46 |
| The Bank of New York Mellon Corp. (BK) | 0.75% | $42.86B | 33.73% | N/A | -0.78 |
| The Kroger Co. (KR) | 0.71% | $40.05B | 1.20% | 20.15% | 0.33 |
| U.S. Bancorp (USB) | 0.71% | $64.08B | 12.13% | N/A | 1.69 |
| DaVita, Inc. (DVA) | 0.70% | $11.71B | 4.57% | 25.33% | 1.82 |
| HP, Inc. (HPQ) | 0.66% | $27.40B | -3.39% | 20.39% | 0.70 |
| VeriSign, Inc. (VRSN) | 0.66% | $17.48B | 5.46% | 87.22% | 13.21 |
| Liberty Media Corp. Liberty SiriusXM (LSXMK) | 0.58% | $7.93B | -0.56% | 42.01% | N/A |
| Best Buy Co., Inc. (BBY) | 0.50% | $16.16B | -6.15% | 21.96% | 0.44 |
| Palantir Technologies, Inc. (PLTR) | 0.49% | $47.54B | 16.75% | 80.62% | 16.22 |
| Solventum Corp. (SOLV) | 0.47% | N/A | 0.82% | 57.25% | N/A |
| The Home Depot, Inc. (HD) | 0.46% | $332.08B | -3.01% | 31.63% | 2.65 |
| Netflix, Inc. (NFLX) | 0.19% | $241.87B | 14.95% | 46.95% | 7.95 |
| Virgin Galactic Holdings, Inc. (SPCE) | 0.05% | $365.03M | 194.12% | -839.81% | 59.79 |
Market data by FactSet
