Index Performance
+4.11%
HFCI
+5.01%
TMLARGE
+6.24%
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 18, 2024
CSV download
| Apple, Inc. (AAPL) | 1.64% | $3.57T | 4.87% | 46.26% | 8.49 |
| Berkshire Hathaway, Inc. (BRK/B) | 1.63% | $1.00T | 1.24% | 21.84% | 1.97 |
| Alphabet, Inc. (GOOGL) | 1.59% | $1.88T | 13.46% | 58.05% | 6.72 |
| L'Oréal SA (LRLCY) | 1.56% | $214.67B | 10.72% | 73.74% | 6.11 |
| Microsoft Corp. (MSFT) | 1.53% | $3.11T | 15.67% | 69.76% | 13.71 |
| NVIDIA Corp. (NVDA) | 1.52% | $3.39T | 122.40% | 75.15% | 28.91 |
| Morgan Stanley (MS) | 1.50% | $195.86B | 10.89% | N/A | 4.68 |
| The Goldman Sachs Group, Inc. (GS) | 1.36% | $166.90B | 9.08% | N/A | 5.60 |
| McDonald's Corp. (MCD) | 1.36% | $227.08B | -0.12% | 56.80% | 9.13 |
| Mastercard, Inc. (MA) | 1.34% | $473.33B | 10.85% | 96.77% | 15.85 |
| PepsiCo, Inc. (PEP) | 1.31% | $240.18B | -0.58% | 55.70% | 3.06 |
| Nestlé SA (NESN) | 1.31% | $255.15B | -1.51% | 45.88% | 3.31 |
| Visa, Inc. (V) | 1.30% | $485.46B | 9.57% | 77.11% | 15.32 |
| LVMH Moët Hennessy Louis Vuitton SE (MC) | 1.30% | $337.24B | 8.80% | 68.80% | 4.60 |
| Roche Holding AG (RO) | 1.29% | $255.77B | -7.21% | 73.06% | 3.99 |
| Assicurazioni Generali SpA (G) | 1.29% | $45.72B | -17.12% | N/A | 0.94 |
| Allianz SE (ALV) | 1.29% | $128.65B | -25.07% | N/A | 1.03 |
| Meritage Homes Corp. (MTH) | 1.28% | $7.41B | 8.16% | 26.42% | 0.98 |
| Johnson & Johnson (JNJ) | 1.28% | $397.48B | 5.28% | 74.22% | N/A |
| Bellway Plc (BWY) | 1.28% | $4.97B | -30.13% | 16.01% | 1.45 |
| Novartis AG (NOVN) | 1.27% | $230.88B | -7.58% | 74.29% | 5.10 |
| UnitedHealth Group, Inc. (UNH) | 1.27% | $525.99B | 10.35% | N/A | 1.59 |
| Pfizer Inc. (PFE) | 1.27% | $165.58B | 4.31% | 62.06% | 3.99 |
| Amazon.com, Inc. (AMZN) | 1.26% | $1.98T | 10.12% | 50.14% | 3.53 |
| Saudi Arabian Oil Co. (2222) | 1.25% | $2.05T | -20.36% | 53.85% | 4.54 |
| Procter & Gamble Co. (PG) | 1.25% | $402.46B | -0.61% | 52.25% | 5.39 |
| Sony Group Corp. (SONY) | 1.25% | $112.18B | -10.31% | 26.93% | 6.11 |
| Merck & Co., Inc. (MRK) | 1.19% | $275.53B | 7.25% | 73.43% | 5.49 |
| ING Groep NV (INGA) | 1.18% | $56.50B | -0.73% | N/A | 5.93 |
| Toyota Motor Corp. (7203) | 1.18% | $229.30B | 12.24% | 20.51% | 1.65 |
| Novo Nordisk A/S (NOVO.B) | 1.18% | $394.19B | 25.34% | 84.90% | 17.38 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 1.10% | $877.16B | 36.27% | 57.83% | 10.43 |
| Tencent Holdings Ltd. (700) | 1.06% | $509.85B | 4.38% | 51.82% | 5.26 |
| Salesforce, Inc. (CRM) | 1.05% | $280.05B | 8.39% | 74.46% | 6.89 |
| UBS Group AG (UBSG) | 1.04% | $105.30B | 38.06% | N/A | 2.78 |
| Netflix, Inc. (NFLX) | 1.04% | $327.83B | 14.46% | 47.63% | 8.53 |
| JPMorgan Chase & Co. (JPM) | 1.02% | $641.21B | 12.07% | N/A | 5.28 |
| Caterpillar, Inc. (CAT) | 1.02% | $190.98B | -3.63% | 37.36% | 2.95 |
| The Home Depot, Inc. (HD) | 1.02% | $412.22B | 0.60% | 31.68% | 2.76 |
| Monster Beverage Corp. (MNST) | 1.01% | $52.94B | 2.46% | 53.64% | 6.91 |
| Broadcom Inc. (AVGO) | 1.01% | $840.19B | 47.27% | 58.15% | 15.61 |
| Deutsche Telekom AG (DTE) | 1.00% | $152.43B | 4.31% | 24.72% | 2.55 |
| UniCredit SpA (UCG) | 1.00% | $70.48B | 6.89% | N/A | 8.94 |
| Chipotle Mexican Grill, Inc. (CMG) | 0.99% | $81.33B | 18.22% | 26.10% | 8.38 |
| Chevron Corp. (CVX) | 0.99% | $275.71B | 5.34% | 15.98% | 1.55 |
| Super Micro Computer, Inc. (SMCI) | 0.99% | $27.67B | 109.77% | 14.13% | 3.34 |
| American Express Co. (AXP) | 0.98% | $196.77B | 9.21% | 61.49% | 2.74 |
| Meta Platforms, Inc. (META) | 0.98% | $1.26T | 22.10% | 81.30% | 8.65 |
| Société Générale SA (GLE) | 0.98% | $20.73B | 114.32% | N/A | 1.54 |
| Kering SA (KER) | 0.98% | $31.77B | -3.86% | 76.29% | 3.25 |
| QUALCOMM, Inc. (QCOM) | 0.97% | $190.40B | 11.15% | 55.56% | 6.49 |
| D.R. Horton, Inc. (DHI) | 0.97% | $63.43B | 2.47% | 26.51% | 1.33 |
| Citigroup, Inc. (C) | 0.97% | $118.87B | 5.66% | N/A | 4.29 |
| Nintendo Co., Ltd. (7974) | 0.96% | $62.27B | -46.54% | 61.82% | 5.38 |
| Iberdrola SA (IBE) | 0.96% | $94.67B | -7.82% | 26.14% | 3.05 |
| Union Pacific Corp. (UNP) | 0.96% | $148.71B | 0.74% | 45.41% | 7.05 |
| Advanced Micro Devices, Inc. (AMD) | 0.96% | $252.43B | 8.88% | 42.71% | 11.28 |
| Eli Lilly & Co. (LLY) | 0.95% | $872.46B | 35.98% | 80.80% | 21.69 |
| Commonwealth Bank of Australia (CBA) | 0.95% | $160.30B | 33.87% | N/A | 6.53 |
| BNP Paribas SA (BNP) | 0.95% | $81.18B | 54.02% | N/A | 3.30 |
| The Coca-Cola Co. (KO) | 0.95% | $303.59B | 2.64% | 61.44% | 6.49 |
| Prologis, Inc. (PLD) | 0.94% | $113.42B | 6.36% | 44.12% | 19.84 |
| Volkswagen AG (VOW3) | 0.94% | $51.23B | 4.10% | 19.34% | 0.80 |
| Unilever Plc (ULVR) | 0.94% | $156.26B | 1.14% | 42.24% | 2.28 |
| Costco Wholesale Corp. (COST) | 0.94% | $394.14B | 5.02% | 12.61% | 1.56 |
| Berkeley Group Holdings Plc (BKG) | 0.93% | $6.44B | -3.37% | 26.15% | 1.83 |
| NIKE, Inc. (NKE) | 0.92% | $98.72B | -10.26% | 44.86% | 2.54 |
| Adobe, Inc. (ADBE) | 0.91% | $217.85B | 10.71% | 88.96% | 12.21 |
| Tesla, Inc. (TSLA) | 0.88% | $705.06B | 2.30% | 17.95% | 7.04 |
| Samsung Electronics Co., Ltd. (005930) | 0.87% | $287.73B | 23.44% | 39.37% | 1.70 |
| The Toronto-Dominion Bank (TD) | 0.84% | $98.64B | 14.35% | N/A | 3.35 |
| Alibaba Group Holding Ltd. (BABA) | 0.74% | $247.79B | 0.69% | 39.20% | 1.16 |
| Honeywell International, Inc. (HON) | 0.70% | $144.24B | 4.71% | 39.05% | 4.27 |
| U.S. Bancorp (USB) | 0.69% | $76.71B | 2.31% | N/A | 2.00 |
| Siemens AG (SIE) | 0.69% | $157.58B | 0.06% | 40.99% | 2.39 |
| Toll Brothers, Inc. (TOL) | 0.68% | $16.11B | 1.50% | 27.44% | 1.60 |
| Waste Management, Inc. (WM) | 0.67% | $85.38B | 5.53% | 29.03% | 4.85 |
| Barclays PLC (BARC) | 0.66% | $45.82B | 0.62% | N/A | -6.57 |
| Exxon Mobil Corp. (XOM) | 0.66% | $533.18B | 11.96% | 22.37% | 1.53 |
| Oracle Corp. (ORCL) | 0.66% | $484.08B | 6.86% | 65.96% | 8.86 |
| Duke Energy Corp. (DUK) | 0.66% | $93.25B | 9.03% | 29.80% | 5.44 |
| Lennar Corp. (LEN) | 0.66% | $50.83B | 7.57% | 21.82% | 1.34 |
| Diageo Plc (DGE) | 0.66% | $76.84B | -5.91% | 60.52% | 4.55 |
| NextEra Energy, Inc. (NEE) | 0.65% | $173.43B | 8.52% | 36.87% | 9.67 |
| HSBC Holdings Plc (HSBA) | 0.64% | $161.28B | 6.98% | N/A | 2.38 |
| Century Communities, Inc. (CCS) | 0.63% | $3.22B | 24.07% | 23.36% | 0.96 |
| Verizon Communications, Inc. (VZ) | 0.63% | $185.18B | 0.61% | 48.30% | 2.57 |
| MercadoLibre, Inc. (MELI) | 0.63% | $105.44B | 48.55% | 46.62% | 4.72 |
| Persimmon Plc (PSN) | 0.62% | $6.92B | -27.32% | 18.99% | 1.60 |
| Taylor Wimpey Plc (TW) | 0.61% | $7.52B | -20.48% | 20.34% | 1.30 |
| Sanofi (SAN) | 0.60% | $137.79B | 0.17% | 61.52% | 2.85 |
| GSK Plc (GSK) | 0.59% | $78.52B | 9.84% | 73.60% | 2.43 |
| Wells Fargo & Co. (WFC) | 0.36% | $219.07B | 22.44% | N/A | 3.69 |
| Cisco Systems, Inc. (CSCO) | 0.35% | $226.51B | -5.61% | 63.44% | 3.85 |
| Bank of America Corp. (BAC) | 0.34% | $325.39B | 7.80% | N/A | 5.43 |
| PulteGroup, Inc. (PHM) | 0.34% | $30.93B | 9.81% | 30.25% | 1.43 |
| NatWest Group Plc (NWG) | 0.33% | $39.01B | 18.52% | N/A | -1.49 |
| Airbnb, Inc. (ABNB) | 0.33% | $60.04B | 10.63% | 69.29% | 8.51 |
| Vertex Pharmaceuticals, Inc. (VRTX) | 0.33% | $124.66B | 6.02% | 85.88% | 11.25 |
| Deutsche Bank AG (DBK) | 0.33% | $35.02B | 19.24% | N/A | 0.23 |
| The Walt Disney Co. (DIS) | 0.33% | $176.43B | 3.54% | 31.01% | 2.54 |
| Barrick Gold Corp. (ABX) | 0.33% | $36.70B | 13.11% | 33.60% | 3.32 |
| Airbus SE (AIR) | 0.33% | $119.75B | 0.60% | 14.00% | 1.52 |
| Walmart, Inc. (WMT) | 0.33% | $653.59B | 4.77% | 25.11% | 0.92 |
| Ford Motor Co. (F) | 0.33% | $43.34B | 6.35% | 9.47% | 0.94 |
| Neurocrine Biosciences, Inc. (NBIX) | 0.32% | $11.92B | 30.37% | 97.36% | 6.40 |
| KB Home (KBH) | 0.31% | $6.25B | 10.43% | 20.94% | 1.17 |
| Barratt Redrow Plc (BDEV) | 0.31% | $9.23B | -21.67% | 16.53% | 1.03 |
| Honda Motor Co., Ltd. (HMC) | 0.30% | $49.30B | 3.14% | 22.14% | 0.64 |
| Centene Corp. (CNC) | 0.26% | $32.62B | 5.92% | N/A | 0.34 |
Market data by FactSet
