Index Performance
+11.25%
CLUTCHT
+5.24%
DIA
+6.74%
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 holdings36
What's inside?
Holdings
All holdings as of December 3, 2025
CSV download
| Apple, Inc. (AAPL) | 34.38% | $4.20T | 6.43% | 46.91% | 9.35 |
| Bank of America Corp. (BAC) | 8.09% | $394.99B | -5.17% | N/A | 5.67 |
| The Coca-Cola Co. (KO) | 6.07% | $304.60B | 5.67% | 61.57% | 6.64 |
| International Business Machines Corp. (IBM) | 5.73% | $282.87B | 9.11% | 56.78% | 4.89 |
| Chevron Corp. (CVX) | 5.49% | $305.23B | -0.88% | 14.93% | 1.82 |
| American Express Co. (AXP) | 5.35% | $253.59B | 9.54% | 61.53% | 2.98 |
| VF Corp. (VFC) | 3.92% | $7.29B | 1.31% | 52.20% | 1.17 |
| 3M Co. (MMM) | 3.35% | $91.95B | 3.54% | 41.88% | 3.69 |
| The Kraft Heinz Co. (KHC) | 2.71% | $29.63B | -2.29% | 32.48% | 1.95 |
| Occidental Petroleum Corp. (OXY) | 2.62% | $41.82B | -5.73% | 32.21% | 2.87 |
| Accenture Plc (ACN) | 1.74% | $169.20B | 7.36% | 31.90% | 2.33 |
| Spotify Technology SA (SPOT) | 1.53% | $114.72B | 13.95% | 31.51% | 7.56 |
| Advanced Micro Devices, Inc. (AMD) | 1.40% | $354.26B | 35.59% | 48.43% | 8.07 |
| Alphabet, Inc. (GOOG) | 1.27% | $3.86T | 16.21% | 59.66% | 7.56 |
| Tesla, Inc. (TSLA) | 1.06% | $1.49T | 11.57% | 17.99% | 16.11 |
| AbbVie, Inc. (ABBV) | 1.05% | $406.92B | 9.10% | 66.12% | 7.94 |
| Moody's Corp. (MCO) | 1.03% | $87.77B | 10.70% | 69.26% | 12.11 |
| NVIDIA Corp. (NVDA) | 1.03% | $4.36T | 62.49% | 73.41% | 24.10 |
| Amazon.com, Inc. (AMZN) | 1.01% | $2.48T | 13.40% | 50.79% | 3.52 |
| Realty Income Corp. (O) | 1.00% | $53.44B | 9.98% | 49.85% | 15.00 |
| Franklin Resources, Inc. (BEN) | 0.96% | $11.99B | 2.31% | 70.70% | 2.73 |
| Airbnb, Inc. (ABNB) | 0.95% | $73.95B | 10.85% | 77.91% | 5.50 |
| General Motors Co. (GM) | 0.89% | $69.68B | -0.34% | 6.41% | 0.86 |
| Corsair Gaming, Inc. (CRSR) | 0.79% | $715.12M | 13.66% | 26.92% | 0.74 |
| Citigroup, Inc. (C) | 0.74% | $190.95B | 0.88% | N/A | 5.21 |
| The Bank of New York Mellon Corp. (BK) | 0.74% | $78.86B | 1.86% | N/A | 1.15 |
| U.S. Bancorp (USB) | 0.72% | $79.17B | 6.48% | N/A | 2.19 |
| The Kroger Co. (KR) | 0.72% | $43.87B | 0.08% | 20.72% | 0.45 |
| DaVita, Inc. (DVA) | 0.64% | $8.35B | 4.80% | 26.61% | 1.78 |
| HP, Inc. (HPQ) | 0.64% | $23.55B | 4.03% | 19.98% | 0.58 |
| VeriSign, Inc. (VRSN) | 0.63% | $23.17B | 7.30% | 88.36% | 16.81 |
| Best Buy Co., Inc. (BBY) | 0.53% | $15.63B | 2.40% | 23.24% | 0.49 |
| Palantir Technologies, Inc. (PLTR) | 0.49% | $419.68B | 62.79% | 82.45% | 118.81 |
| The Home Depot, Inc. (HD) | 0.43% | $356.30B | 2.82% | 31.41% | 2.66 |
| Netflix, Inc. (NFLX) | 0.17% | $440.51B | 19.06% | 47.03% | 12.19 |
| Virgin Galactic Holdings, Inc. (SPCE) | 0.13% | $274.92M | -9.20% | -6,369.59% | 168.38 |
Market data by FactSet
