F
Healthy Financials Companies

HFCI

Index Performance

+6.74%
HFCI
+6.82%
TMLARGE
+6.32%
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 April 18, 2024
CSV download
Alphabet, Inc. (GOOGL)1.75%$1.81T9.36%56.75%5.52
L'Oréal SA (LRLCY)1.62%$237.47B10.72%73.74%6.11
Berkshire Hathaway, Inc. (BRK/B)1.62%$859.81B20.65%19.46%2.06
Microsoft Corp. (MSFT)1.60%$3.06T17.58%68.36%12.47
Apple, Inc. (AAPL)1.59%$2.59T2.07%45.87%7.87
The Goldman Sachs Group, Inc. (GS)1.40%$131.08B26.32%N/A5.18
ING Groep NV (INGA)1.38%$51.98B79.71%N/A2.20
Merck & Co., Inc. (MRK)1.37%$317.52B2.39%73.31%5.12
Amazon.com, Inc. (AMZN)1.36%$1.88T11.83%46.98%2.89
Morgan Stanley (MS)1.36%$147.30B13.33%N/AN/A
UnitedHealth Group, Inc. (UNH)1.34%$441.60B8.56%N/A1.41
PepsiCo, Inc. (PEP)1.34%$232.94B5.86%54.48%2.97
Procter & Gamble Co. (PG)1.29%$369.33B3.22%52.69%4.63
Toyota Motor Corp. (7203)1.29%$315.69B23.44%22.30%1.43
Saudi Arabian Oil Co. (2222)1.29%$2.05T-20.36%53.85%4.54
McDonald's Corp. (MCD)1.29%$194.64B9.97%56.54%10.42
Assicurazioni Generali SpA (G)1.28%$37.50B-21.36%N/A0.99
Meritage Homes Corp. (MTH)1.28%$5.43B-2.45%25.13%1.07
Allianz SE (ALV)1.28%$108.85B10.76%N/A0.97
Novartis AG (NOVN)1.27%$184.96B-15.41%72.33%4.60
NVIDIA Corp. (NVDA)1.27%$2.10T125.85%72.72%24.74
Nestlé SA (NESN)1.26%$268.93B-1.51%45.88%3.31
Visa, Inc. (V)1.26%$431.28B8.80%77.91%15.99
Mastercard, Inc. (MA)1.26%$425.98B13.08%96.26%16.35
Roche Holding AG (RO)1.26%$195.91B-7.21%73.06%3.99
Novo Nordisk A/S (NOVO.B)1.24%$424.50B31.26%83.29%13.50
Johnson & Johnson (JNJ)1.23%$348.86B-13.55%74.59%N/A
Sony Group Corp. (SONY)1.22%$100.74B4.99%32.05%1.47
Pfizer Inc. (PFE)1.21%$143.54B-41.70%50.06%3.88
LVMH Mo√ęt Hennessy Louis Vuitton SE (MC)1.20%$429.61B8.80%68.80%4.60
Bellway Plc (BWY)1.17%$3.65B-3.68%20.18%0.85
Samsung Electronics Co., Ltd. (005930)1.06%$382.62B-14.33%29.43%1.79
Tencent Holdings Ltd. (700)1.04%$359.64B4.35%47.20%4.29
Chipotle Mexican Grill, Inc. (CMG)1.04%$80.16B14.33%22.96%6.70
BNP Paribas SA (BNP)1.04%$78.54B54.02%N/A3.30
UniCredit SpA (UCG)1.03%$60.12B67.18%N/A3.65
Volkswagen AG (VOW3)1.03%$71.11B15.42%19.26%0.77
Broadcom Inc. (AVGO)1.01%$594.40B34.17%55.81%16.36
Société Générale SA (GLE)1.01%$18.81B114.32%N/A1.54
Caterpillar, Inc. (CAT)1.01%$178.94B12.84%34.97%2.73
Chevron Corp. (CVX)1.01%$290.48B-16.56%18.72%1.52
Meta Platforms, Inc. (META)1.00%$1.09T15.69%80.72%6.69
Iberdrola SA (IBE)1.00%$75.42B-8.90%23.17%2.83
Citigroup, Inc. (C)0.99%$111.41B16.68%N/A4.46
Netflix, Inc. (NFLX)0.98%$265.58B6.67%41.54%6.78
The Coca-Cola Co. (KO)0.98%$252.25B6.98%59.75%6.26
Berkeley Group Holdings Plc (BKG)0.98%$6.02B8.61%27.32%1.76
American Express Co. (AXP)0.98%$157.56B21.13%61.63%2.08
Eli Lilly & Co. (LLY)0.97%$713.81B19.56%79.25%16.09
NIKE, Inc. (NKE)0.96%$114.90B0.51%44.23%3.11
Costco Wholesale Corp. (COST)0.96%$317.19B5.75%12.49%1.29
QUALCOMM, Inc. (QCOM)0.96%$183.38B4.99%56.60%4.55
Deutsche Telekom AG (DTE)0.96%$110.85B-1.95%22.52%2.48
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)0.96%$643.40B12.69%N/AN/A
Commonwealth Bank of Australia (CBA)0.96%$120.67B68.13%N/A6.94
D.R. Horton, Inc. (DHI)0.95%$48.36B14.23%25.62%N/A
The Toronto-Dominion Bank (TD)0.95%$100.84B24.75%N/A3.48
Unilever Plc (ULVR)0.95%$116.73B1.14%42.24%2.28
Redrow Plc (RDW)0.94%$2.54B-0.61%23.88%0.70
Union Pacific Corp. (UNP)0.94%$139.78B-3.04%43.50%7.59
JPMorgan Chase & Co. (JPM)0.93%$518.70B17.83%N/A5.38
Super Micro Computer, Inc. (SMCI)0.92%$56.21B103.25%15.40%1.75
Adobe, Inc. (ADBE)0.91%$212.55B11.75%87.80%12.93
Salesforce, Inc. (CRM)0.90%$268.03B11.18%67.42%7.92
The Home Depot, Inc. (HD)0.89%$329.84B-3.01%31.63%2.65
UBS Group AG (UBSG)0.89%$90.48B95.81%N/A3.39
Nintendo Co., Ltd. (7974)0.88%$57.21B-6.21%51.16%3.88
Monster Beverage Corp. (MNST)0.87%$56.45B13.14%53.14%8.09
Tesla, Inc. (TSLA)0.86%$495.08B18.80%18.25%8.75
Prologis, Inc. (PLD)0.82%$98.51B10.63%40.17%19.23
Advanced Micro Devices, Inc. (AMD)0.81%$248.92B-3.90%37.88%10.44
Kering SA (KER)0.78%$44.83B-3.86%76.29%3.25
NextEra Energy, Inc. (NEE)0.70%$130.92B-14.24%29.78%9.02
Exxon Mobil Corp. (XOM)0.70%$470.71B-16.66%24.67%1.29
Barclays PLC (BARC)0.69%$33.71B40.29%N/A-2.55
HSBC Holdings Plc (HSBA)0.69%$149.84B43.41%N/A2.16
Duke Energy Corp. (DUK)0.67%$72.90B1.02%29.26%5.44
Verizon Communications, Inc. (VZ)0.66%$167.25B-2.09%45.88%2.48
Persimmon Plc (PSN)0.65%$5.06B-27.32%18.99%1.60
Lennar Corp. (LEN)0.64%$41.82B12.50%22.21%1.23
Diageo Plc (DGE)0.64%$77.57B10.75%60.00%5.46
Waste Management, Inc. (WM)0.64%$82.79B3.70%28.15%4.36
Honeywell International, Inc. (HON)0.64%$124.15B3.37%39.00%4.21
Sanofi (SAN)0.63%$115.63B0.17%61.52%2.85
Toll Brothers, Inc. (TOL)0.63%$11.81B9.42%28.33%1.24
GSK Plc (GSK)0.62%$81.72B3.42%70.07%2.37
U.S. Bancorp (USB)0.62%$61.58B12.13%N/A1.69
Alibaba Group Holding Ltd. (BABA)0.62%$176.70B3.45%34.39%1.12
Taylor Wimpey Plc (TW)0.61%$5.77B-20.48%20.34%1.30
Siemens AG (SIE)0.61%$145.44B1.89%39.01%2.29
MercadoLibre, Inc. (MELI)0.60%$70.87B37.35%48.03%5.48
Oracle Corp. (ORCL)0.60%$326.17B7.11%65.23%7.49
Century Communities, Inc. (CCS)0.60%$2.52B-18.36%21.71%1.06
NatWest Group Plc (NWG)0.37%$29.60B51.46%N/A1.70
Barrick Gold Corp. (ABX)0.36%$29.38B6.71%26.35%3.53
Deutsche Bank AG (DBK)0.36%$30.87B49.59%N/A1.41
Wells Fargo & Co. (WFC)0.34%$202.44B9.19%N/A4.14
Bank of America Corp. (BAC)0.33%$277.35B14.28%N/A5.35
Ford Motor Co. (F)0.33%$46.99B11.47%13.80%0.91
Airbnb, Inc. (ABNB)0.33%$70.22B18.07%70.87%8.30
The Walt Disney Co. (DIS)0.33%$207.17B0.49%28.49%2.38
Airbus SE (AIR)0.33%$135.14B11.37%15.35%1.62
Walmart, Inc. (WMT)0.32%$480.35B6.03%24.38%0.78
Cisco Systems, Inc. (CSCO)0.32%$193.51B-5.89%64.51%3.47
PulteGroup, Inc. (PHM)0.32%$22.52B-1.03%29.32%1.47
Centene Corp. (CNC)0.32%$38.51B6.54%N/A0.39
Vertex Pharmaceuticals, Inc. (VRTX)0.32%$101.54B12.47%87.17%9.71
Neurocrine Biosciences, Inc. (NBIX)0.31%$13.26B26.76%96.95%6.75
Honda Motor Co., Ltd. (HMC)0.31%$59.62B16.13%21.78%0.63
Barratt Developments Plc (BDEV)0.31%$5.41B1.02%21.29%0.69
KB Home (KBH)0.30%$4.62B6.03%21.89%0.96
Market data by FactSet