Index Performance
+3.62%
CLUTCHT
+7.33%
DIA
+2.68%
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 holdings38
What's inside?
Holdings
All holdings as of September 18, 2024
CSV download
| Apple, Inc. (AAPL) | 30.46% | $3.36T | 4.87% | 46.26% | 8.49 |
| Bank of America Corp. (BAC) | 7.56% | $307.43B | 13.38% | N/A | 5.42 |
| The Coca-Cola Co. (KO) | 6.28% | $309.23B | 2.64% | 61.44% | 6.49 |
| International Business Machines Corp. (IBM) | 6.11% | $197.99B | 1.91% | 54.37% | 3.30 |
| American Express Co. (AXP) | 5.44% | $186.39B | 10.00% | 60.72% | 2.34 |
| Chevron Corp. (CVX) | 5.11% | $263.29B | 5.34% | 15.98% | 1.55 |
| VF Corp. (VFC) | 3.92% | $7.44B | -8.33% | 52.63% | 1.14 |
| 3M Co. (MMM) | 3.82% | $73.26B | -24.86% | 42.40% | 1.97 |
| Walgreens Boots Alliance, Inc. (WBA) | 3.39% | $7.78B | 2.64% | 16.10% | 0.34 |
| The Kraft Heinz Co. (KHC) | 2.94% | $42.49B | -3.65% | 35.55% | 2.22 |
| Occidental Petroleum Corp. (OXY) | 2.32% | $46.87B | 4.14% | 36.70% | 3.17 |
| Spotify Technology SA (SPOT) | 2.11% | $67.42B | 18.53% | 29.03% | 3.89 |
| Accenture Plc (ACN) | 1.59% | $210.58B | -0.59% | 33.45% | 2.78 |
| Tesla, Inc. (TSLA) | 1.21% | $725.82B | 2.30% | 17.95% | 7.04 |
| Realty Income Corp. (O) | 1.15% | $54.16B | 32.26% | 47.67% | 15.49 |
| Moody's Corp. (MCO) | 1.12% | $88.26B | 21.62% | 68.08% | 12.48 |
| AbbVie, Inc. (ABBV) | 1.11% | $340.80B | 4.31% | 71.01% | 6.57 |
| Amazon.com, Inc. (AMZN) | 0.96% | $1.96T | 10.12% | 50.14% | 3.53 |
| Advanced Micro Devices, Inc. (AMD) | 0.89% | $240.00B | 8.88% | 42.71% | 11.28 |
| Franklin Resources, Inc. (BEN) | 0.88% | $10.66B | 5.84% | 71.69% | 2.80 |
| NVIDIA Corp. (NVDA) | 0.87% | $2.78T | 122.40% | 75.15% | 28.91 |
| Alphabet, Inc. (GOOG) | 0.87% | $1.83T | 13.46% | 58.05% | 6.77 |
| The Bank of New York Mellon Corp. (BK) | 0.83% | $52.42B | 16.19% | N/A | -0.19 |
| Airbnb, Inc. (ABNB) | 0.80% | $54.05B | 10.63% | 69.29% | 8.51 |
| DaVita, Inc. (DVA) | 0.79% | $13.69B | 6.21% | 27.26% | 2.02 |
| U.S. Bancorp (USB) | 0.78% | $70.50B | 4.92% | N/A | 1.75 |
| The Kroger Co. (KR) | 0.75% | $39.42B | 0.17% | 20.35% | 0.36 |
| Palantir Technologies, Inc. (PLTR) | 0.74% | $77.94B | 27.15% | 81.04% | 23.20 |
| General Motors Co. (GM) | 0.69% | $54.69B | 7.20% | 13.02% | 0.84 |
| Citigroup, Inc. (C) | 0.69% | $114.28B | 11.97% | N/A | 4.29 |
| VeriSign, Inc. (VRSN) | 0.67% | $17.50B | 4.06% | 87.83% | 12.25 |
| HP, Inc. (HPQ) | 0.65% | $33.28B | 1.28% | 20.45% | 0.82 |
| SiriusXM Holdings, Inc. (SIRI) | 0.60% | $7.89B | -3.20% | 42.70% | 2.27 |
| Corsair Gaming, Inc. (CRSR) | 0.56% | $666.54M | -19.71% | 24.14% | 0.97 |
| Best Buy Co., Inc. (BBY) | 0.54% | $21.27B | -3.08% | 23.48% | 0.47 |
| The Home Depot, Inc. (HD) | 0.53% | $381.43B | 0.60% | 31.68% | 2.76 |
| Netflix, Inc. (NFLX) | 0.20% | $296.33B | 16.35% | 45.68% | 8.45 |
| Virgin Galactic Holdings, Inc. (SPCE) | 0.07% | $187.71M | 125.55% | -623.79% | -12.60 |
Market data by FactSet
