Index Performance
+1.56%
HFCI
-2.84%
TMLARGE
-2.75%
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 May 21, 2025
CSV download
| Microsoft Corp. (MSFT) | 1.82% | $3.36T | 13.27% | 68.72% | 10.47 |
| L'Oréal SA (LRLCY) | 1.78% | $231.96B | 5.65% | 74.18% | 4.13 |
| Alphabet, Inc. (GOOGL) | 1.61% | $2.05T | 11.81% | 59.59% | 5.10 |
| Berkshire Hathaway, Inc. (BRK/B) | 1.52% | $1.09T | -0.16% | 22.73% | 2.54 |
| Bellway Plc (BWY) | 1.51% | $4.33B | -30.13% | 16.01% | 1.55 |
| Apple, Inc. (AAPL) | 1.45% | $3.02T | 5.08% | 47.05% | 8.32 |
| ING Groep NV (INGA) | 1.42% | $67.13B | 0.95% | N/A | 6.69 |
| NVIDIA Corp. (NVDA) | 1.41% | $3.21T | 114.20% | 74.99% | 24.27 |
| Assicurazioni Generali SpA (G) | 1.40% | $58.22B | 12.14% | N/A | 1.01 |
| Allianz SE (ALV) | 1.36% | $153.06B | 43.59% | N/A | N/A |
| Nestlé SA (NESN) | 1.34% | $270.96B | -1.77% | 46.72% | 2.75 |
| Visa, Inc. (V) | 1.34% | $694.80B | 9.33% | 77.21% | 18.50 |
| Mastercard, Inc. (MA) | 1.34% | $517.17B | 14.08% | 96.20% | 17.60 |
| The Goldman Sachs Group, Inc. (GS) | 1.33% | $182.10B | -2.07% | N/A | 6.79 |
| Morgan Stanley (MS) | 1.32% | $201.02B | 10.47% | N/A | 5.70 |
| McDonald's Corp. (MCD) | 1.30% | $226.26B | -3.45% | 56.58% | 10.73 |
| Saudi Arabian Oil Co. (2222) | 1.29% | $1.68T | -1.88% | 49.20% | 3.77 |
| Amazon.com, Inc. (AMZN) | 1.29% | $2.14T | 8.62% | 50.55% | 3.24 |
| Novartis AG (NOVN) | 1.27% | $216.27B | 15.02% | 75.10% | 4.69 |
| Tesla, Inc. (TSLA) | 1.27% | $1.08T | -9.23% | 16.31% | 9.29 |
| Procter & Gamble Co. (PG) | 1.25% | $387.86B | -2.07% | 51.10% | 5.29 |
| Sony Group Corp. (SONY) | 1.24% | $155.69B | -5.61% | 28.27% | 1.90 |
| Toyota Motor Corp. (7203) | 1.22% | $241.16B | 6.52% | 19.94% | 1.36 |
| Roche Holding AG (RO) | 1.19% | $257.14B | 3.03% | 73.51% | 3.97 |
| Johnson & Johnson (JNJ) | 1.18% | $368.56B | 2.39% | 66.84% | 4.59 |
| Commonwealth Bank of Australia (CBA) | 1.18% | $188.46B | 33.87% | N/A | 6.53 |
| Netflix, Inc. (NFLX) | 1.17% | $508.40B | 10.62% | 49.31% | 10.45 |
| Berkeley Group Holdings Plc (BKG) | 1.16% | $5.64B | -3.37% | N/A | 1.83 |
| Novo Nordisk A/S (NOVO.B) | 1.15% | $307.82B | 19.49% | 83.49% | 7.18 |
| Meritage Homes Corp. (MTH) | 1.15% | $4.60B | -7.47% | 22.43% | 0.96 |
| Société Générale SA (GLE) | 1.15% | $39.39B | 13.16% | N/A | 1.46 |
| PepsiCo, Inc. (PEP) | 1.13% | $178.45B | -1.81% | 55.66% | 2.62 |
| Broadcom Inc. (AVGO) | 1.13% | $1.08T | 24.71% | 64.68% | 20.67 |
| Iberdrola SA (IBE) | 1.10% | $116.41B | 1.47% | 31.68% | 3.64 |
| Pfizer Inc. (PFE) | 1.10% | $130.99B | -7.82% | 71.65% | 3.03 |
| UniCredit SpA (UCG) | 1.10% | $99.16B | 2.81% | N/A | 8.25 |
| LVMH Moët Hennessy Louis Vuitton SE (MC) | 1.09% | $279.31B | -1.71% | 67.03% | 4.09 |
| Costco Wholesale Corp. (COST) | 1.06% | $454.91B | 9.04% | 12.52% | 1.79 |
| Merck & Co., Inc. (MRK) | 1.05% | $193.30B | -1.20% | 75.13% | 3.96 |
| Monster Beverage Corp. (MNST) | 1.04% | $61.54B | -2.35% | 56.51% | 7.49 |
| The Toronto-Dominion Bank (TD) | 1.04% | $113.37B | 2.73% | N/A | 3.52 |
| Deutsche Telekom AG (DTE) | 1.03% | $193.22B | 6.49% | 26.14% | 2.84 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 1.02% | $850.99B | 35.36% | 57.35% | 8.41 |
| JPMorgan Chase & Co. (JPM) | 1.02% | $725.45B | 3.37% | N/A | 5.97 |
| Unilever Plc (ULVR) | 1.02% | $158.62B | -0.78% | 45.05% | 2.63 |
| BNP Paribas SA (BNP) | 1.02% | $99.72B | 5.65% | N/A | 4.01 |
| Nintendo Co., Ltd. (7974) | 1.01% | $91.04B | -30.32% | 60.96% | N/A |
| Adobe, Inc. (ADBE) | 1.01% | $176.46B | 10.27% | 88.40% | 8.68 |
| Meta Platforms, Inc. (META) | 1.00% | $1.60T | 16.07% | 82.11% | 8.64 |
| The Home Depot, Inc. (HD) | 1.00% | $368.59B | 9.44% | 31.77% | 2.59 |
| Volkswagen AG (VOW3) | 1.00% | $56.20B | 2.78% | 16.84% | 0.81 |
| American Express Co. (AXP) | 1.00% | $200.37B | 6.39% | 60.55% | 2.51 |
| The Coca-Cola Co. (KO) | 0.99% | $309.26B | -0.86% | 62.47% | 7.29 |
| Advanced Micro Devices, Inc. (AMD) | 0.99% | $181.69B | 35.90% | 45.98% | 5.95 |
| Chipotle Mexican Grill, Inc. (CMG) | 0.99% | $68.43B | 6.42% | 23.18% | 6.23 |
| UBS Group AG (UBSG) | 0.97% | $98.95B | -10.83% | N/A | 2.89 |
| Caterpillar, Inc. (CAT) | 0.96% | $161.09B | -9.81% | 34.88% | 3.04 |
| Citigroup, Inc. (C) | 0.96% | $137.13B | -4.81% | N/A | 5.11 |
| Tencent Holdings Ltd. (700) | 0.95% | $602.10B | 10.92% | 54.35% | 6.42 |
| Salesforce, Inc. (CRM) | 0.95% | $270.84B | 8.72% | 69.29% | 8.73 |
| Super Micro Computer, Inc. (SMCI) | 0.93% | $24.86B | 19.48% | 9.57% | 0.99 |
| Prologis, Inc. (PLD) | 0.92% | $99.49B | 9.36% | 43.86% | 17.15 |
| QUALCOMM, Inc. (QCOM) | 0.91% | $166.14B | 16.93% | 55.03% | 4.05 |
| Samsung Electronics Co., Ltd. (005930) | 0.91% | $263.40B | 10.05% | 34.76% | 0.99 |
| Union Pacific Corp. (UNP) | 0.91% | $133.61B | -0.07% | 45.21% | 7.20 |
| D.R. Horton, Inc. (DHI) | 0.88% | $36.73B | -15.08% | 24.57% | 1.26 |
| Kering SA (KER) | 0.87% | $24.71B | -12.12% | 73.75% | 2.71 |
| NIKE, Inc. (NKE) | 0.84% | $88.53B | -9.20% | 41.02% | 2.49 |
| Eli Lilly & Co. (LLY) | 0.82% | $687.06B | 45.17% | 82.53% | 15.90 |
| MercadoLibre, Inc. (MELI) | 0.78% | $131.91B | 36.97% | 46.69% | 4.43 |
| Chevron Corp. (CVX) | 0.77% | $236.74B | -1.05% | 14.86% | 1.65 |
| Persimmon Plc (PSN) | 0.75% | $5.86B | 15.42% | 18.20% | 1.27 |
| UnitedHealth Group, Inc. (UNH) | 0.74% | $274.85B | 9.80% | N/A | 1.40 |
| Barclays PLC (BARC) | 0.73% | $62.56B | 10.87% | N/A | -6.54 |
| Taylor Wimpey Plc (TW) | 0.72% | $5.70B | -3.22% | 19.04% | 1.12 |
| Diageo Plc (DGE) | 0.68% | $63.54B | -5.91% | 60.52% | 4.55 |
| HSBC Holdings Plc (HSBA) | 0.68% | $208.82B | -7.44% | N/A | 2.49 |
| Honeywell International, Inc. (HON) | 0.66% | $142.59B | 7.88% | 38.88% | 4.14 |
| Waste Management, Inc. (WM) | 0.66% | $94.21B | 16.65% | 28.50% | 5.11 |
| Oracle Corp. (ORCL) | 0.65% | $440.77B | 6.40% | 66.43% | 9.97 |
| U.S. Bancorp (USB) | 0.64% | $66.82B | -2.64% | N/A | 2.38 |
| Verizon Communications, Inc. (VZ) | 0.63% | $184.46B | 1.53% | 47.34% | 2.65 |
| NextEra Energy, Inc. (NEE) | 0.63% | $147.27B | 5.48% | 42.62% | 9.86 |
| Siemens AG (SIE) | 0.63% | $196.05B | 3.11% | 38.82% | 2.82 |
| GSK Plc (GSK) | 0.63% | $77.39B | 2.08% | 74.37% | 2.34 |
| Toll Brothers, Inc. (TOL) | 0.62% | $10.34B | -3.47% | 26.11% | 1.15 |
| Duke Energy Corp. (DUK) | 0.61% | $90.50B | 7.53% | 33.52% | 5.94 |
| Sanofi (SAN) | 0.61% | $129.50B | -4.62% | 63.27% | 3.13 |
| Lennar Corp. (LEN) | 0.58% | $27.73B | 4.53% | 19.21% | 0.92 |
| Alibaba Group Holding Ltd. (BABA) | 0.57% | $299.99B | 5.17% | 39.32% | 2.15 |
| Exxon Mobil Corp. (XOM) | 0.56% | $446.74B | -0.20% | 22.71% | 1.61 |
| Century Communities, Inc. (CCS) | 0.47% | $1.59B | -5.93% | 18.88% | 0.82 |
| NatWest Group Plc (NWG) | 0.38% | $56.17B | 5.70% | N/A | -0.36 |
| Deutsche Bank AG (DBK) | 0.37% | $56.22B | -5.15% | N/A | 0.66 |
| Barratt Redrow Plc (BDEV) | 0.37% | $8.98B | -21.67% | 16.53% | 1.03 |
| Walmart, Inc. (WMT) | 0.35% | $771.53B | 2.54% | 24.94% | 1.24 |
| The Walt Disney Co. (DIS) | 0.35% | $198.58B | 6.88% | 31.36% | 2.34 |
| Neurocrine Biosciences, Inc. (NBIX) | 0.34% | $11.93B | 11.12% | 98.39% | 4.51 |
| Cisco Systems, Inc. (CSCO) | 0.33% | $250.27B | 11.39% | 63.85% | 4.32 |
| Ford Motor Co. (F) | 0.33% | $41.68B | -4.95% | 6.73% | 0.89 |
| Airbus SE (AIR) | 0.33% | $145.32B | 5.55% | 13.87% | 1.80 |
| Centene Corp. (CNC) | 0.32% | $30.22B | 15.38% | N/A | 0.29 |
| Bank of America Corp. (BAC) | 0.32% | $325.75B | -1.16% | N/A | 5.30 |
| Wells Fargo & Co. (WFC) | 0.32% | $238.17B | -6.03% | N/A | 4.35 |
| Barrick Mining Corp. (ABX) | 0.31% | $32.33B | 20.05% | 39.03% | N/A |
| Honda Motor Co., Ltd. (HMC) | 0.31% | $48.12B | 0.70% | 21.50% | 0.64 |
| Airbnb, Inc. (ABNB) | 0.31% | $79.88B | 6.07% | 64.39% | 5.90 |
| PulteGroup, Inc. (PHM) | 0.30% | $19.86B | -1.43% | 27.37% | 1.22 |
| Vertex Pharmaceuticals, Inc. (VRTX) | 0.27% | $111.79B | 2.19% | 86.78% | 10.98 |
| KB Home (KBH) | 0.27% | $3.69B | -5.18% | 20.43% | 0.88 |
Market data by FactSet
