Index Performance
+4.75%
CLUTCHT
+4.16%
DIA
+7.24%
SPY
Overview
Description
This is an index of my personal portfolio. I use a 70/20/10 weighting. The 70% simply follows Berkshire Hathaway, the 20% is the top 5 dividend aristocrat stocks, and the last 10% are my personal picks of companies I like. Inside that 10 there is a short list of speculative tickers that in total only take up 1% of my portfolio.
- TickerCLUTCHT
- Inception Date12/09/2022
- WeightingCustom
- # of holdings39
What's inside?
Holdings
All holdings as of May 17, 2024
CSV download
| Apple, Inc. (AAPL) | 31.58% | $2.91T | -4.31% | 46.58% | 7.05 |
| Bank of America Corp. (BAC) | 8.39% | $307.26B | 17.41% | N/A | 5.37 |
| The Coca-Cola Co. (KO) | 5.80% | $271.53B | 2.46% | 62.40% | 6.32 |
| Chevron Corp. (CVX) | 5.71% | $299.80B | -4.50% | 17.50% | 1.58 |
| American Express Co. (AXP) | 5.33% | $174.66B | 13.32% | 62.03% | 2.31 |
| Walgreens Boots Alliance, Inc. (WBA) | 5.11% | $15.68B | 6.28% | 17.35% | 0.37 |
| International Business Machines Corp. (IBM) | 4.31% | $155.27B | 1.47% | 52.85% | 3.58 |
| 3M Co. (MMM) | 2.93% | $58.25B | -0.35% | 45.53% | 2.15 |
| The Kraft Heinz Co. (KHC) | 2.89% | $43.71B | -1.20% | 35.16% | 2.42 |
| Occidental Petroleum Corp. (OXY) | 2.77% | $56.22B | -12.71% | 33.99% | 3.27 |
| VF Corp. (VFC) | 2.54% | $4.96B | -16.20% | 55.39% | 1.26 |
| Spotify Technology SA (SPOT) | 2.32% | $59.13B | 20.91% | 27.39% | 3.37 |
| Alphabet, Inc. (GOOG) | 1.22% | $2.03T | 15.44% | 58.49% | 5.75 |
| Accenture Plc (ACN) | 1.19% | $190.88B | -0.09% | 30.91% | 3.68 |
| Tesla, Inc. (TSLA) | 1.06% | $565.95B | -8.69% | 17.35% | 6.29 |
| Moody's Corp. (MCO) | 1.05% | $75.58B | 21.50% | 68.09% | 12.36 |
| Realty Income Corp. (O) | 1.04% | $48.01B | 34.42% | 47.19% | 16.39 |
| Amazon.com, Inc. (AMZN) | 1.03% | $1.92T | 12.53% | 49.32% | 3.37 |
| NVIDIA Corp. (NVDA) | 1.03% | $2.31T | 125.85% | 72.72% | 24.74 |
| AbbVie, Inc. (ABBV) | 0.92% | $293.88B | 0.70% | 66.84% | 6.96 |
| Corsair Gaming, Inc. (CRSR) | 0.90% | $1.17B | -4.72% | 25.69% | 0.97 |
| Franklin Resources, Inc. (BEN) | 0.89% | $12.77B | 10.57% | 71.85% | 3.15 |
| Airbnb, Inc. (ABNB) | 0.88% | $64.31B | 17.82% | 64.29% | 9.67 |
| Advanced Micro Devices, Inc. (AMD) | 0.84% | $265.84B | 2.24% | 39.61% | 12.84 |
| General Motors Co. (GM) | 0.77% | $52.21B | 7.58% | 13.74% | 0.86 |
| Citigroup, Inc. (C) | 0.76% | $122.21B | 15.90% | N/A | 4.37 |
| The Bank of New York Mellon Corp. (BK) | 0.75% | $44.50B | 33.49% | N/A | -0.24 |
| HP, Inc. (HPQ) | 0.71% | $30.52B | -3.39% | 20.39% | 0.70 |
| DaVita, Inc. (DVA) | 0.70% | $12.26B | 6.89% | 26.20% | 2.08 |
| U.S. Bancorp (USB) | 0.68% | $64.65B | 11.40% | N/A | 1.70 |
| The Kroger Co. (KR) | 0.66% | $39.12B | 1.20% | 20.15% | 0.33 |
| VeriSign, Inc. (VRSN) | 0.61% | $17.01B | 5.46% | 87.22% | 13.21 |
| Liberty Media Corp. Liberty SiriusXM (LSXMK) | 0.56% | $7.94B | 0.84% | 40.70% | N/A |
| Best Buy Co., Inc. (BBY) | 0.46% | $15.87B | -6.15% | 21.96% | 0.44 |
| The Home Depot, Inc. (HD) | 0.45% | $341.12B | -2.25% | 32.25% | 2.50 |
| Palantir Technologies, Inc. (PLTR) | 0.45% | $46.36B | 20.78% | 81.67% | 22.13 |
| Solventum Corp. (SOLV) | 0.43% | N/A | 0.82% | 57.25% | N/A |
| Netflix, Inc. (NFLX) | 0.20% | $267.67B | 14.95% | 46.95% | 7.95 |
| Virgin Galactic Holdings, Inc. (SPCE) | 0.06% | $415.48M | 406.38% | -1,224.43% | 33.88 |
Market data by FactSet
