Index Performance
-1.53%
HFCI
+3.56%
TMLARGE
+2.76%
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 holdings110
What's inside?
Holdings
All holdings as of October 2, 2026
CSV download
| Microsoft Corp. (MSFT) | 1.73% | $3.84T | 17.79% | 67.94% | 8.53 |
| Apple, Inc. (AAPL) | 1.64% | $4.87T | 16.36% | 50.06% | 8.99 |
| Berkshire Hathaway, Inc. (BRK/B) | 1.63% | $967.99B | 10.04% | 23.37% | 2.19 |
| Alphabet, Inc. (GOOGL) | 1.62% | $4.18T | 23.98% | 61.62% | 9.62 |
| L'Oréal SA (LRLCY) | 1.61% | $221.99B | 5.69% | 74.36% | 4.69 |
| NVIDIA Corp. (NVDA) | 1.39% | $5.64T | 105.85% | 74.98% | 16.38 |
| Bellway Plc (BWY) | 1.34% | $3.09B | 16.91% | N/A | 1.18 |
| Meritage Homes Corp. (MTH) | 1.34% | $4.16B | -13.77% | 18.62% | 1.23 |
| Sony Group Corp. (SONY) | 1.34% | $140.89B | -1.80% | 36.70% | 1.45 |
| Novartis AG (NOVN) | 1.33% | $256.74B | -2.00% | 74.47% | 6.35 |
| Pfizer Inc. (PFE) | 1.33% | $158.45B | 2.60% | 62.94% | 2.99 |
| UnitedHealth Group, Inc. (UNH) | 1.31% | $333.82B | 0.37% | N/A | 1.02 |
| Amazon.com, Inc. (AMZN) | 1.31% | $2.71T | 19.62% | 52.26% | 3.50 |
| Procter & Gamble Co. (PG) | 1.31% | $336.58B | 3.26% | 50.87% | 4.38 |
| Saudi Arabian Oil Co. (2222) | 1.30% | $1.63T | 28.16% | 46.52% | 3.06 |
| Merck & Co., Inc. (MRK) | 1.30% | $356.01B | 4.94% | 71.51% | 5.49 |
| PepsiCo, Inc. (PEP) | 1.30% | $171.83B | 6.41% | 54.03% | 2.48 |
| Visa, Inc. (V) | 1.29% | $673.37B | 14.36% | 73.31% | 14.83 |
| Mastercard, Inc. (MA) | 1.29% | $483.79B | 13.79% | 96.67% | 13.26 |
| Nestlé SA (NESN) | 1.29% | $231.89B | -2.04% | 45.59% | 2.85 |
| Roche Holding AG (RO) | 1.28% | $332.88B | 1.69% | 73.53% | 4.73 |
| The Goldman Sachs Group, Inc. (GS) | 1.27% | $262.80B | 23.03% | N/A | 8.17 |
| ING Groep NV (INGA) | 1.25% | $95.89B | 10.19% | N/A | 9.76 |
| Johnson & Johnson (JNJ) | 1.25% | $617.01B | 6.64% | 68.73% | 6.63 |
| Toyota Motor Corp. (7203) | 1.25% | $214.30B | 10.38% | 18.03% | 1.31 |
| Morgan Stanley (MS) | 1.24% | $298.89B | 17.47% | N/A | 6.81 |
| McDonald's Corp. (MCD) | 1.23% | $164.09B | 3.76% | 58.75% | 8.88 |
| Allianz SE (ALV) | 1.22% | $176.68B | 21.34% | N/A | 1.24 |
| LVMH Moët Hennessy Louis Vuitton SE (MC) | 1.22% | $208.93B | -4.58% | 66.24% | 4.27 |
| Assicurazioni Generali SpA (G) | 1.19% | $69.94B | -15.59% | N/A | 1.41 |
| Novo Nordisk A/S (NOVO.B) | 1.14% | $165.38B | 2.12% | 78.21% | 4.52 |
| Advanced Micro Devices, Inc. (AMD) | 1.12% | $1.03T | 50.11% | 51.31% | 20.73 |
| Super Micro Computer, Inc. (SMCI) | 1.11% | $28.70B | 77.79% | 10.82% | 0.67 |
| Meta Platforms, Inc. (META) | 1.08% | $1.85T | 27.96% | 81.37% | 6.43 |
| Samsung Electronics Co., Ltd. (005930) | 1.08% | $1.30T | 130.00% | 69.15% | 4.25 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 1.08% | $2.04T | 32.92% | 66.67% | 16.81 |
| Caterpillar, Inc. (CAT) | 1.04% | $388.62B | 23.98% | 36.16% | 7.10 |
| QUALCOMM, Inc. (QCOM) | 1.03% | $194.16B | -4.03% | 53.05% | 4.75 |
| Costco Wholesale Corp. (COST) | 1.02% | $408.09B | 10.14% | 12.82% | 1.34 |
| Tesla, Inc. (TSLA) | 1.01% | $1.46T | 25.52% | 16.83% | 14.11 |
| Iberdrola SA (IBE) | 1.00% | $153.91B | 5.80% | 27.68% | 4.67 |
| Tencent Holdings Ltd. (700) | 1.00% | $483.62B | 18.40% | 55.52% | 4.58 |
| Union Pacific Corp. (UNP) | 0.99% | $165.32B | 11.54% | 45.41% | 7.50 |
| Broadcom Inc. (AVGO) | 0.99% | $1.70T | 85.50% | 67.46% | 21.75 |
| Eli Lilly & Co. (LLY) | 0.98% | $1.08T | 47.67% | 85.78% | 14.03 |
| Chevron Corp. (CVX) | 0.98% | $408.37B | 51.12% | 24.87% | 1.71 |
| Salesforce, Inc. (CRM) | 0.98% | $193.15B | 10.83% | 74.11% | 4.14 |
| Commonwealth Bank of Australia (CBA) | 0.97% | $176.27B | 0.88% | N/A | 7.60 |
| D.R. Horton, Inc. (DHI) | 0.97% | $37.76B | 0.02% | 23.26% | 1.55 |
| Berkeley Group Holdings Plc (BKG) | 0.97% | $3.89B | -4.15% | 25.06% | 1.14 |
| The Coca-Cola Co. (KO) | 0.97% | $368.51B | 5.93% | 62.95% | 7.76 |
| Citigroup, Inc. (C) | 0.97% | $215.55B | 4.85% | N/A | 5.89 |
| American Express Co. (AXP) | 0.96% | $204.47B | 8.38% | 59.42% | 2.90 |
| Chipotle Mexican Grill, Inc. (CMG) | 0.96% | $40.95B | 9.31% | 22.29% | 3.88 |
| The Toronto-Dominion Bank (TD) | 0.96% | $199.31B | -0.36% | N/A | 5.15 |
| Prologis, Inc. (PLD) | 0.95% | $124.95B | 11.06% | 45.74% | 18.45 |
| NIKE, Inc. (NKE) | 0.95% | $50.23B | -4.35% | 42.54% | 1.32 |
| Deutsche Telekom AG (DTE) | 0.95% | $142.39B | 4.40% | 27.35% | 2.34 |
| Unilever Plc (ULVR) | 0.95% | $127.78B | -15.92% | 46.95% | 2.96 |
| Monster Beverage Corp. (MNST) | 0.95% | $84.12B | 20.17% | 55.95% | 9.94 |
| Adobe, Inc. (ADBE) | 0.95% | $92.51B | 12.89% | 88.12% | 4.48 |
| UniCredit SpA (UCG) | 0.94% | $133.28B | 5.32% | N/A | 11.87 |
| JPMorgan Chase & Co. (JPM) | 0.94% | $883.53B | 18.21% | N/A | 7.17 |
| UBS Group AG (UBSG) | 0.94% | $144.30B | -0.28% | N/A | 4.36 |
| The Home Depot, Inc. (HD) | 0.93% | $282.20B | 5.71% | 31.89% | 2.31 |
| Nintendo Co., Ltd. (7974) | 0.93% | $57.32B | -9.53% | 54.34% | 2.64 |
| Netflix, Inc. (NFLX) | 0.93% | $279.23B | 13.41% | 52.12% | 6.39 |
| BNP Paribas SA (BNP) | 0.92% | $113.99B | -4.91% | N/A | 4.83 |
| Société Générale SA (GLE) | 0.89% | $53.48B | -5.94% | N/A | 2.52 |
| Kering SA (KER) | 0.88% | $28.90B | -14.65% | 72.64% | 3.54 |
| Volkswagen AG (VOW3) | 0.86% | $38.02B | 2.03% | 15.94% | 0.84 |
| Persimmon Plc (PSN) | 0.70% | $5.26B | 17.28% | 17.49% | 1.32 |
| Lennar Corp. (LEN) | 0.69% | $19.19B | -8.42% | 16.65% | 0.77 |
| Honeywell International, Inc. (HON) | 0.68% | $67.82B | -6.12% | 38.43% | 2.50 |
| Toll Brothers, Inc. (TOL) | 0.68% | $12.59B | -9.72% | 24.45% | 1.45 |
| Siemens AG (SIE) | 0.68% | $235.92B | 7.31% | 40.90% | 3.27 |
| Taylor Wimpey Plc (TW) | 0.67% | $3.73B | 13.04% | 17.09% | 0.91 |
| Exxonmobil Corp. (XOM) | 0.66% | $674.37B | 43.14% | 21.35% | 1.68 |
| Century Communities, Inc. (CCS) | 0.65% | $1.70B | -7.75% | 17.21% | 0.93 |
| Diageo Plc (DGE) | 0.65% | $47.15B | -6.48% | 59.83% | 3.47 |
| Waste Management, Inc. (WM) | 0.64% | $81.72B | 3.95% | 29.20% | 4.38 |
| Duke Energy Corp. (DUK) | 0.64% | $88.99B | 1.12% | 32.43% | 5.81 |
| Oracle Corp. (ORCL) | 0.64% | $430.28B | 29.61% | 58.98% | 8.15 |
| U.S. Bancorp (USB) | 0.63% | $89.60B | 0.91% | N/A | 3.00 |
| Verizon Communications, Inc. (VZ) | 0.63% | $190.79B | -0.73% | 47.35% | 2.62 |
| NextEra Energy, Inc. (NEE) | 0.63% | $160.27B | 7.95% | 34.65% | 10.75 |
| Barclays PLC (BARC) | 0.63% | $78.37B | 16.02% | N/A | -5.34 |
| MercadoLibre, Inc. (MELI) | 0.63% | $86.01B | 49.76% | 40.90% | 2.43 |
| HSBC Holdings Plc (HSBA) | 0.63% | $327.06B | 6.16% | N/A | 4.97 |
| GSK Plc (GSK) | 0.62% | $94.33B | 5.30% | 75.05% | 2.87 |
| Sanofi (SAN) | 0.62% | $95.21B | 6.20% | 65.69% | 2.62 |
| Alibaba Group Holding Ltd. (BABA) | 0.62% | $264.78B | 15.40% | 38.00% | 1.46 |
| Barratt Redrow Plc (BDEV) | 0.34% | $5.77B | 8.55% | 14.33% | 0.57 |
| Cisco Systems, Inc. (CSCO) | 0.34% | $442.36B | 11.77% | 63.73% | 7.43 |
| The Walt Disney Co. (DIS) | 0.33% | $176.45B | 7.48% | 34.81% | 2.22 |
| Vertex Pharmaceuticals, Inc. (VRTX) | 0.33% | $127.93B | 11.99% | 85.37% | 9.52 |
| PulteGroup, Inc. (PHM) | 0.33% | $21.69B | -9.56% | 25.01% | 1.66 |
| Neurocrine Biosciences, Inc. (NBIX) | 0.32% | $14.55B | 39.49% | 95.87% | 5.21 |
| Airbnb, Inc. (ABNB) | 0.32% | $97.26B | 16.54% | 72.45% | 5.73 |
| Walmart, Inc. (WMT) | 0.32% | $827.17B | 5.94% | 26.14% | 1.30 |
| Honda Motor Co., Ltd. (HMC) | 0.32% | $41.05B | 2.97% | 22.24% | 0.62 |
| KB Home (KBH) | 0.32% | $2.78B | -19.96% | 16.85% | 1.01 |
| Centene Corp. (CNC) | 0.32% | $31.12B | 9.92% | N/A | 0.24 |
| Airbus SE (AIR) | 0.32% | $167.95B | 27.74% | 18.43% | 2.02 |
| NatWest Group Plc (NWG) | 0.31% | $69.47B | 4.94% | N/A | 4.65 |
| Bank of America Corp. (BAC) | 0.31% | $375.86B | 0.28% | N/A | 5.93 |
| Wells Fargo & Co. (WFC) | 0.31% | $243.28B | 8.15% | N/A | 5.39 |
| Barrick Mining Corp. (ABX) | 0.31% | $66.32B | 44.56% | 51.72% | 3.45 |
| Deutsche Bank AG (DBK) | 0.30% | $64.97B | 8.44% | N/A | 1.31 |
| Ford Motor Co. (F) | 0.30% | $48.25B | -3.76% | 7.15% | 1.00 |
Market data by FactSet
