F
Healthy Financials Companies

HFCI

Index Performance

+11.78%
HFCI
+12.91%
TMLARGE
+11.49%
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 18, 2024
CSV download
Apple, Inc. (AAPL)1.66%$3.51T-4.31%46.58%7.05
Berkshire Hathaway, Inc. (BRK/B)1.66%$961.99B5.24%21.62%2.30
Alphabet, Inc. (GOOGL)1.52%$2.09T15.44%58.49%5.70
Microsoft Corp. (MSFT)1.51%$3.30T17.03%70.08%13.40
Meritage Homes Corp. (MTH)1.50%$6.90B14.76%26.18%1.04
UnitedHealth Group, Inc. (UNH)1.45%$527.64B5.33%N/A1.44
L'Oréal SA (LRLCY)1.45%$234.81B10.72%73.74%6.11
Sony Group Corp. (SONY)1.43%$119.35B5.74%31.24%1.32
ING Groep NV (INGA)1.38%$60.57B0.29%N/A5.90
Roche Holding AG (RO)1.36%$250.28B-7.21%73.06%3.99
Morgan Stanley (MS)1.34%$173.83B12.54%N/A4.42
Bellway Plc (BWY)1.34%$4.19B-3.68%20.18%0.85
The Goldman Sachs Group, Inc. (GS)1.34%$161.93B16.29%N/A4.92
Pfizer Inc. (PFE)1.32%$170.17B-18.61%70.56%3.92
Johnson & Johnson (JNJ)1.29%$376.84B-12.13%79.13%N/A
Toyota Motor Corp. (7203)1.28%$280.55B21.37%20.77%1.76
Assicurazioni Generali SpA (G)1.28%$40.05B-21.36%N/A0.99
Allianz SE (ALV)1.27%$112.24B49.32%N/A1.31
Saudi Arabian Oil Co. (2222)1.27%$2.05T-20.36%53.85%4.54
PepsiCo, Inc. (PEP)1.26%$233.36B0.80%56.06%2.87
Tesla, Inc. (TSLA)1.26%$792.52B-8.69%17.35%6.29
Novartis AG (NOVN)1.26%$221.12B-13.70%73.54%4.53
Nestlé SA (NESN)1.25%$271.23B-1.51%45.88%3.31
Procter & Gamble Co. (PG)1.23%$399.90B0.63%51.20%5.08
McDonald's Corp. (MCD)1.23%$188.18B4.60%55.24%9.89
Mastercard, Inc. (MA)1.22%$416.18B10.38%96.60%17.82
LVMH Moët Hennessy Louis Vuitton SE (MC)1.21%$377.01B8.80%68.80%4.60
Visa, Inc. (V)1.21%$429.27B9.89%76.74%16.72
Amazon.com, Inc. (AMZN)1.20%$1.96T12.53%49.32%3.37
NVIDIA Corp. (NVDA)1.18%$2.90T262.12%78.35%27.12
Merck & Co., Inc. (MRK)1.18%$318.85B8.38%75.11%5.96
Novo Nordisk A/S (NOVO.B)1.13%$452.92B22.45%84.83%16.20
D.R. Horton, Inc. (DHI)1.13%$51.87B14.23%25.62%1.57
UniCredit SpA (UCG)1.04%$65.60B7.45%N/A7.04
Prologis, Inc. (PLD)1.04%$114.07B-18.08%42.57%18.14
Société Générale SA (GLE)1.02%$18.85B114.32%N/A1.54
BNP Paribas SA (BNP)1.01%$77.93B54.02%N/A3.30
Redrow Plc (RDW)1.01%$2.98B-0.61%N/A0.70
Samsung Electronics Co., Ltd. (005930)1.01%$416.71B12.82%35.38%1.82
Caterpillar, Inc. (CAT)1.00%$174.98B-0.40%37.20%3.21
The Toronto-Dominion Bank (TD)1.00%$102.99B20.23%N/A3.55
American Express Co. (AXP)1.00%$179.80B13.32%62.03%2.31
Citigroup, Inc. (C)1.00%$128.96B11.86%N/A4.39
Union Pacific Corp. (UNP)1.00%$148.80B-0.41%45.12%7.57
Deutsche Telekom AG (DTE)1.00%$130.79B0.42%24.18%2.52
JPMorgan Chase & Co. (JPM)0.99%$622.78B23.92%N/A5.32
Berkeley Group Holdings Plc (BKG)0.97%$6.68B-3.37%26.15%1.83
Commonwealth Bank of Australia (CBA)0.97%$150.70B68.13%N/A6.94
The Coca-Cola Co. (KO)0.97%$280.92B2.46%62.40%6.32
Volkswagen AG (VOW3)0.97%$60.35B-0.97%18.31%0.81
Adobe, Inc. (ADBE)0.96%$249.67B10.47%87.94%9.73
Chevron Corp. (CVX)0.96%$297.14B-4.50%17.50%1.58
Monster Beverage Corp. (MNST)0.96%$52.84B11.78%54.09%8.01
Nintendo Co., Ltd. (7974)0.96%$65.19B4.38%56.57%4.36
Unilever Plc (ULVR)0.95%$144.86B1.14%42.24%2.28
The Home Depot, Inc. (HD)0.95%$368.77B-2.25%32.25%2.50
UBS Group AG (UBSG)0.94%$99.69B67.09%N/A3.02
Kering SA (KER)0.94%$42.31B-3.86%76.29%3.25
Salesforce, Inc. (CRM)0.93%$243.43B10.74%68.23%7.29
Iberdrola SA (IBE)0.92%$79.33B-17.99%29.69%2.81
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)0.92%$821.75B12.69%51.59%9.50
Costco Wholesale Corp. (COST)0.91%$375.19B9.07%12.55%1.37
Broadcom Inc. (AVGO)0.90%$726.07B42.99%56.07%15.90
Tencent Holdings Ltd. (700)0.89%$441.57B0.99%51.12%4.31
Advanced Micro Devices, Inc. (AMD)0.89%$257.69B2.24%39.61%12.84
Meta Platforms, Inc. (META)0.89%$1.01T27.26%81.84%8.79
Eli Lilly & Co. (LLY)0.89%$860.68B25.98%80.91%20.23
Netflix, Inc. (NFLX)0.87%$278.99B14.95%46.95%7.95
QUALCOMM, Inc. (QCOM)0.83%$213.83B1.23%56.27%5.32
Super Micro Computer, Inc. (SMCI)0.82%$47.80B200.01%15.52%5.23
Chipotle Mexican Grill, Inc. (CMG)0.77%$75.93B14.07%24.38%8.14
Century Communities, Inc. (CCS)0.74%$3.06B26.01%22.05%1.08
Persimmon Plc (PSN)0.72%$6.25B-27.32%18.99%1.60
Barclays PLC (BARC)0.71%$44.32B-3.92%N/A-6.46
U.S. Bancorp (USB)0.70%$70.63B6.18%N/A1.74
NIKE, Inc. (NKE)0.69%$88.52B0.33%44.56%2.84
Lennar Corp. (LEN)0.69%$45.38B9.17%23.22%1.23
Toll Brothers, Inc. (TOL)0.69%$13.16B13.18%30.30%1.38
Taylor Wimpey Plc (TW)0.68%$7.19B-20.48%20.34%1.30
Sanofi (SAN)0.66%$126.69B0.17%61.52%2.85
Exxon Mobil Corp. (XOM)0.66%$527.72B-2.16%24.07%1.44
Duke Energy Corp. (DUK)0.66%$82.98B5.43%30.48%5.41
Waste Management, Inc. (WM)0.66%$89.57B5.46%29.17%4.92
Alibaba Group Holding Ltd. (BABA)0.65%$167.57B3.58%35.41%1.12
Verizon Communications, Inc. (VZ)0.64%$176.91B0.21%47.49%2.61
Siemens AG (SIE)0.64%$153.99B-1.31%37.93%2.43
MercadoLibre, Inc. (MELI)0.63%$84.67B42.67%46.71%4.81
Honeywell International, Inc. (HON)0.62%$143.40B2.72%39.28%4.06
HSBC Holdings Plc (HSBA)0.62%$160.86B24.77%N/A1.95
Diageo Plc (DGE)0.62%$72.56B10.75%N/A5.46
GSK Plc (GSK)0.61%$81.22B5.93%73.69%2.71
NextEra Energy, Inc. (NEE)0.61%$145.67B26.35%43.11%9.16
Oracle Corp. (ORCL)0.60%$383.78B6.02%65.72%7.84
Ford Motor Co. (F)0.38%$56.78B3.14%8.71%0.96
Barrick Gold Corp. (ABX)0.35%$33.22B3.93%24.95%3.39
KB Home (KBH)0.35%$6.07B-3.14%21.51%1.02
PulteGroup, Inc. (PHM)0.35%$25.60B10.45%29.60%1.62
Bank of America Corp. (BAC)0.34%$343.94B10.50%N/A5.41
Deutsche Bank AG (DBK)0.33%$33.20B23.52%N/A0.18
Neurocrine Biosciences, Inc. (NBIX)0.33%$14.56B22.57%97.52%6.87
NatWest Group Plc (NWG)0.33%$35.50B25.28%N/A-1.74
Barratt Developments Plc (BDEV)0.33%$6.25B1.02%N/A0.69
Walmart, Inc. (WMT)0.32%$571.33B6.05%24.81%0.82
Vertex Pharmaceuticals, Inc. (VRTX)0.32%$126.03B14.21%87.25%9.80
Wells Fargo & Co. (WFC)0.31%$212.35B8.62%N/A4.06
Cisco Systems, Inc. (CSCO)0.31%$195.48B-12.83%62.79%3.74
Honda Motor Co., Ltd. (HMC)0.31%$52.97B13.23%20.84%0.70
Airbnb, Inc. (ABNB)0.30%$65.34B17.82%64.29%9.67
Centene Corp. (CNC)0.30%$36.18B3.90%N/A0.39
The Walt Disney Co. (DIS)0.29%$177.40B1.35%29.98%3.02
Airbus SE (AIR)0.28%$114.40B9.07%15.07%2.00
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