Index Performance
+6.80%
HFCI
+7.66%
TMLARGE
+7.49%
VTI
Overview
Description
I analyze financials of companies and assess their risk to go bankrupt or have significant losses in the next 5 years. The index is then weighted based on the financial solidity of the companies in it. Geopolitics is taken under consideration when assessing risk.
- TickerHFCI
- Inception Date03/18/2024
- WeightingCustom
- # of holdings111
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| Berkshire Hathaway, Inc. (BRK/B) | 1.67% | $933.83B | 5.24% | 21.62% | 2.30 |
| Apple, Inc. (AAPL) | 1.64% | $3.34T | -4.31% | 46.58% | 7.05 |
| Meritage Homes Corp. (MTH) | 1.57% | $7.02B | 8.16% | 26.08% | 0.97 |
| UnitedHealth Group, Inc. (UNH) | 1.48% | $515.12B | 6.61% | N/A | 1.45 |
| Microsoft Corp. (MSFT) | 1.48% | $3.11T | 17.03% | 70.08% | 13.40 |
| Alphabet, Inc. (GOOGL) | 1.45% | $1.93T | 13.46% | 58.05% | 6.72 |
| L'Oréal SA (LRLCY) | 1.44% | $226.38B | 10.72% | 73.74% | 6.11 |
| Roche Holding AG (RO) | 1.43% | $254.69B | -7.21% | 73.06% | 3.99 |
| Bellway Plc (BWY) | 1.40% | $4.21B | -3.68% | 20.18% | 0.85 |
| The Goldman Sachs Group, Inc. (GS) | 1.39% | $158.56B | 16.29% | N/A | 4.92 |
| ING Groep NV (INGA) | 1.39% | $59.96B | 0.29% | N/A | 5.90 |
| Pfizer Inc. (PFE) | 1.38% | $171.02B | -18.61% | 70.56% | 3.92 |
| Sony Group Corp. (SONY) | 1.35% | $106.71B | 5.74% | 31.24% | 1.32 |
| Morgan Stanley (MS) | 1.35% | $168.30B | 12.54% | N/A | 4.42 |
| Johnson & Johnson (JNJ) | 1.35% | $384.20B | -12.12% | 68.99% | 4.27 |
| Novartis AG (NOVN) | 1.31% | $217.28B | -7.58% | 74.29% | 5.10 |
| PepsiCo, Inc. (PEP) | 1.30% | $234.91B | 0.80% | 56.06% | 2.87 |
| Assicurazioni Generali SpA (G) | 1.30% | $40.00B | -17.12% | N/A | 0.94 |
| Allianz SE (ALV) | 1.27% | $109.56B | 49.32% | N/A | 1.31 |
| Saudi Arabian Oil Co. (2222) | 1.26% | $2.05T | -20.36% | 53.85% | 4.54 |
| Procter & Gamble Co. (PG) | 1.25% | $393.91B | 0.63% | 51.20% | 5.08 |
| Toyota Motor Corp. (7203) | 1.22% | $263.53B | 21.37% | 20.77% | 1.76 |
| McDonald's Corp. (MCD) | 1.21% | $181.22B | 4.60% | 55.24% | 9.89 |
| Amazon.com, Inc. (AMZN) | 1.20% | $1.87T | 12.53% | 49.32% | 3.37 |
| Merck & Co., Inc. (MRK) | 1.20% | $318.75B | 8.38% | 75.11% | 5.96 |
| Mastercard, Inc. (MA) | 1.20% | $396.29B | 10.38% | 96.60% | 17.82 |
| Nestlé SA (NESN) | 1.18% | $258.42B | -1.51% | 45.88% | 3.31 |
| Visa, Inc. (V) | 1.18% | $423.86B | 9.57% | 77.11% | 15.32 |
| LVMH Moët Hennessy Louis Vuitton SE (MC) | 1.17% | $353.49B | 8.80% | 68.80% | 4.60 |
| D.R. Horton, Inc. (DHI) | 1.16% | $56.31B | 2.47% | 26.51% | 1.33 |
| Tesla, Inc. (TSLA) | 1.12% | $703.62B | 2.30% | 17.95% | 7.04 |
| Novo Nordisk A/S (NOVO.B) | 1.12% | $430.66B | 22.45% | 84.83% | 16.20 |
| NVIDIA Corp. (NVDA) | 1.11% | $2.76T | 262.12% | 78.35% | 27.12 |
| Prologis, Inc. (PLD) | 1.06% | $111.50B | -18.08% | 42.57% | 18.14 |
| UniCredit SpA (UCG) | 1.06% | $65.76B | 3.39% | N/A | N/A |
| Redrow Plc (RDW) | 1.04% | $2.98B | -0.61% | N/A | 0.70 |
| BNP Paribas SA (BNP) | 1.03% | $79.16B | 54.02% | N/A | 3.30 |
| Société Générale SA (GLE) | 1.03% | $18.92B | 114.32% | N/A | 1.54 |
| Berkeley Group Holdings Plc (BKG) | 1.02% | $6.75B | -3.37% | 26.15% | 1.83 |
| Unilever Plc (ULVR) | 1.02% | $149.75B | 1.14% | 42.24% | 2.28 |
| Citigroup, Inc. (C) | 1.02% | $122.78B | 11.86% | N/A | 4.39 |
| JPMorgan Chase & Co. (JPM) | 1.01% | $599.23B | 23.92% | N/A | 5.32 |
| The Toronto-Dominion Bank (TD) | 1.01% | $101.97B | 20.23% | N/A | 3.55 |
| The Coca-Cola Co. (KO) | 1.01% | $284.63B | 3.12% | 61.08% | 6.48 |
| Deutsche Telekom AG (DTE) | 1.01% | $130.62B | 0.42% | 24.18% | 2.52 |
| Salesforce, Inc. (CRM) | 1.00% | $248.57B | 10.74% | 68.23% | 7.29 |
| Caterpillar, Inc. (CAT) | 1.00% | $168.38B | -0.40% | 37.20% | 3.21 |
| Union Pacific Corp. (UNP) | 1.00% | $143.59B | 0.74% | 45.55% | 7.05 |
| American Express Co. (AXP) | 1.00% | $170.75B | 10.00% | 60.72% | 2.34 |
| Monster Beverage Corp. (MNST) | 0.97% | $52.19B | 11.78% | 54.09% | 8.01 |
| Commonwealth Bank of Australia (CBA) | 0.96% | $145.52B | 68.13% | N/A | 6.94 |
| Iberdrola SA (IBE) | 0.95% | $80.63B | -7.82% | 26.14% | 3.05 |
| Adobe, Inc. (ADBE) | 0.95% | $235.96B | 10.47% | 87.94% | 9.73 |
| Chevron Corp. (CVX) | 0.95% | $290.34B | -4.50% | 17.50% | 1.58 |
| Nintendo Co., Ltd. (7974) | 0.95% | $62.45B | 4.38% | 56.57% | 4.36 |
| Volkswagen AG (VOW3) | 0.95% | $58.70B | -0.97% | 18.31% | 0.81 |
| Samsung Electronics Co., Ltd. (005930) | 0.95% | $383.85B | 12.82% | 35.38% | 1.82 |
| The Home Depot, Inc. (HD) | 0.95% | $350.33B | -2.25% | 32.25% | 2.50 |
| UBS Group AG (UBSG) | 0.94% | $96.31B | 67.09% | N/A | 3.02 |
| Costco Wholesale Corp. (COST) | 0.90% | $361.74B | 9.07% | 12.55% | 1.37 |
| Meta Platforms, Inc. (META) | 0.88% | $993.62B | 27.26% | 81.84% | 8.79 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 0.87% | $773.88B | 33.01% | 53.17% | 11.36 |
| Tencent Holdings Ltd. (700) | 0.87% | $415.60B | 0.99% | 51.12% | 4.31 |
| Netflix, Inc. (NFLX) | 0.86% | $272.13B | 16.35% | 45.68% | 8.45 |
| Broadcom Inc. (AVGO) | 0.86% | $694.79B | 42.99% | 56.07% | 15.90 |
| Eli Lilly & Co. (LLY) | 0.85% | $780.46B | 25.98% | 80.91% | 20.23 |
| Kering SA (KER) | 0.84% | $37.16B | -3.86% | 76.29% | 3.25 |
| Advanced Micro Devices, Inc. (AMD) | 0.81% | $223.57B | 2.24% | 39.61% | 12.84 |
| QUALCOMM, Inc. (QCOM) | 0.79% | $195.74B | 1.23% | 56.27% | 5.32 |
| Century Communities, Inc. (CCS) | 0.79% | $3.17B | 24.07% | 23.36% | 0.96 |
| Persimmon Plc (PSN) | 0.75% | $6.30B | -27.32% | 18.99% | 1.60 |
| Toll Brothers, Inc. (TOL) | 0.74% | $13.62B | 13.18% | 30.30% | 1.38 |
| Super Micro Computer, Inc. (SMCI) | 0.74% | $40.73B | 200.01% | 15.52% | 5.23 |
| Lennar Corp. (LEN) | 0.73% | $46.65B | 9.17% | 23.22% | 1.23 |
| Chipotle Mexican Grill, Inc. (CMG) | 0.73% | $69.79B | 18.22% | 26.10% | 8.38 |
| U.S. Bancorp (USB) | 0.72% | $70.36B | 6.18% | N/A | 1.74 |
| Barclays PLC (BARC) | 0.72% | $43.15B | -3.92% | N/A | -6.46 |
| NIKE, Inc. (NKE) | 0.70% | $86.51B | 0.33% | 44.56% | 2.84 |
| Taylor Wimpey Plc (TW) | 0.70% | $7.13B | -20.48% | 20.34% | 1.30 |
| Sanofi (SAN) | 0.70% | $133.33B | 0.17% | 61.52% | 2.85 |
| Duke Energy Corp. (DUK) | 0.68% | $83.01B | 5.43% | 30.48% | 5.41 |
| Alibaba Group Holding Ltd. (BABA) | 0.66% | $161.00B | 3.58% | 35.41% | 1.12 |
| Exxon Mobil Corp. (XOM) | 0.66% | $526.78B | -2.16% | 24.07% | 1.44 |
| MercadoLibre, Inc. (MELI) | 0.64% | $82.39B | 42.67% | 46.71% | 4.81 |
| Siemens AG (SIE) | 0.64% | $143.47B | -1.31% | 37.93% | 2.43 |
| NextEra Energy, Inc. (NEE) | 0.64% | $150.95B | 8.52% | 36.87% | 9.67 |
| Diageo Plc (DGE) | 0.63% | $72.31B | 10.75% | N/A | 5.46 |
| GSK Plc (GSK) | 0.62% | $79.94B | 5.93% | 73.69% | 2.71 |
| Verizon Communications, Inc. (VZ) | 0.62% | $168.16B | 0.61% | 48.30% | 2.57 |
| HSBC Holdings Plc (HSBA) | 0.62% | $157.49B | 24.77% | N/A | 1.95 |
| Oracle Corp. (ORCL) | 0.61% | $379.81B | 6.02% | 65.72% | 7.84 |
| Honeywell International, Inc. (HON) | 0.59% | $131.83B | 4.71% | 39.05% | 4.27 |
| Waste Management, Inc. (WM) | 0.59% | $80.18B | 5.53% | 29.03% | 4.85 |
| KB Home (KBH) | 0.37% | $6.13B | -3.14% | 21.51% | 1.02 |
| NatWest Group Plc (NWG) | 0.36% | $36.07B | 25.28% | N/A | -1.74 |
| PulteGroup, Inc. (PHM) | 0.36% | $25.94B | 9.81% | 30.25% | 1.43 |
| Barratt Developments Plc (BDEV) | 0.35% | $6.38B | 1.02% | N/A | 0.69 |
| Neurocrine Biosciences, Inc. (NBIX) | 0.34% | $14.70B | 22.57% | 97.52% | 6.87 |
| Centene Corp. (CNC) | 0.34% | $35.97B | 3.90% | N/A | 0.39 |
| Barrick Gold Corp. (ABX) | 0.34% | $31.18B | 3.93% | 24.95% | 3.39 |
| Bank of America Corp. (BAC) | 0.33% | $325.95B | 10.50% | N/A | 5.41 |
| Vertex Pharmaceuticals, Inc. (VRTX) | 0.33% | $127.03B | 14.21% | 87.25% | 9.80 |
| Wells Fargo & Co. (WFC) | 0.32% | $208.13B | 8.62% | N/A | 4.06 |
| Walmart, Inc. (WMT) | 0.32% | $563.21B | 6.05% | 24.81% | 0.82 |
| Cisco Systems, Inc. (CSCO) | 0.32% | $190.32B | -12.83% | 62.79% | 3.74 |
| Deutsche Bank AG (DBK) | 0.32% | $31.19B | 19.24% | N/A | 0.23 |
| Honda Motor Co., Ltd. (HMC) | 0.31% | $49.52B | 13.23% | 20.84% | 0.70 |
| Ford Motor Co. (F) | 0.29% | $43.76B | 6.35% | 9.47% | 0.94 |
| Airbnb, Inc. (ABNB) | 0.29% | $61.82B | 17.82% | 64.29% | 9.67 |
| Airbus SE (AIR) | 0.28% | $110.76B | 9.07% | 15.07% | 2.00 |
| The Walt Disney Co. (DIS) | 0.28% | $162.63B | 1.35% | 29.98% | 3.02 |
Market data by FactSet
