J
Portfolio

CLUTCHT

Index Performance

-4.88%
CLUTCHT
-2.47%
SP500
-1.80%
DJI

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 September 29, 2023
CSV download
Apple, Inc. (AAPL)29.65%$2,676.737B-1.40%44.52%8.09x
Bank of America Corp. (BAC)7.60%$217.572B67.73%N/A5.58x
Walgreens Boots Alliance, Inc. (WBA)6.13%$19.199B8.64%16.92%0.52x
Chevron Corp. (CVX)5.85%$321.659B-27.97%17.83%1.44x
The Coca-Cola Co. (KO)5.58%$242.077B5.58%59.54%6.57x
International Business Machines Corp. (IBM)4.95%$127.814B-0.39%53.42%2.76x
American Express Co. (AXP)4.60%$109.872B20.88%61.14%2.16x
VF Corp. (VFC)3.06%$6.871B-7.99%52.36%1.26x
The Kraft Heinz Co. (KHC)2.94%$41.320B2.56%33.85%2.33x
3M Co. (MMM)2.86%$51.678B-4.33%44.74%2.06x
Occidental Petroleum Corp. (OXY)2.83%$57.398B-36.22%30.37%2.72x
Spotify Technology SA (SPOT)2.01%$29.418B13.44%24.05%2.25x
Accenture Plc (ACN)1.52%$204.017B3.64%32.42%3.15x
Activision Blizzard, Inc. (ATVI)1.47%$73.668B34.25%70.28%6.60x
Advanced Micro Devices, Inc. (AMD)1.04%$166.123B-18.18%36.61%8.32x
NVIDIA Corp. (NVDA)1.02%$1,074.425B101.48%70.05%35.59x
AbbVie, Inc. (ABBV)1.01%$263.098B-4.92%69.84%5.19x
Airbnb, Inc. (ABNB)0.99%$58.501B18.05%69.85%8.49x
Corsair Gaming, Inc. (CRSR)0.99%$1.493B14.63%25.45%1.45x
Alphabet, Inc. (GOOG)0.98%$1,541.254B7.63%57.22%5.05x
Franklin Resources, Inc. (BEN)0.97%$12.265B-0.65%73.90%2.84x
Moody's Corp. (MCO)0.96%$58.017B8.18%65.26%12.57x
Realty Income Corp. (O)0.95%$35.397B26.10%44.37%16.75x
Tesla, Inc. (TSLA)0.94%$794.197B47.20%18.19%9.51x
Amazon.com, Inc. (AMZN)0.93%$1,304.296B10.85%48.38%2.70x
Liberty Media Corp. Liberty SiriusXM (LSXMK)0.82%$8.315B-0.18%45.91%2.98x
VeriSign, Inc. (VRSN)0.73%$20.888B5.71%86.48%16.65x
General Motors Co. (GM)0.70%$45.364B25.13%11.95%0.83x
The Kroger Co. (KR)0.70%$32.189B-2.27%19.68%0.35x
Citigroup, Inc. (C)0.69%$79.204B61.75%N/A4.80x
DaVita, Inc. (DVA)0.69%$8.631B2.52%25.36%1.88x
The Bank of New York Mellon Corp. (BK)0.68%$33.215B87.05%N/A-0.30x
U.S. Bancorp (USB)0.68%$50.680B57.92%N/A1.85x
HP, Inc. (HPQ)0.68%$25.399B-7.56%21.17%0.78x
Palantir Technologies, Inc. (PLTR)0.54%$32.756B12.75%79.96%15.72x
Best Buy Co., Inc. (BBY)0.49%$15.119B-7.22%22.95%0.46x
The Home Depot, Inc. (HD)0.48%$302.180B-2.00%31.47%2.45x
Netflix, Inc. (NFLX)0.20%$167.332B2.72%42.92%6.45x
Virgin Galactic Holdings, Inc. (SPCE)0.09%$0.661B424.09%-83.11%162.68x
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