Index Performance
+9.09%
HFCI
+7.95%
TMLARGE
+6.98%
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 May 17, 2024
CSV download
| Alphabet, Inc. (GOOGL) | 1.82% | $2.03T | 15.44% | 58.49% | 5.70 |
| Apple, Inc. (AAPL) | 1.67% | $2.91T | -4.31% | 46.58% | 7.05 |
| Berkshire Hathaway, Inc. (BRK/B) | 1.56% | $901.37B | 5.24% | 21.62% | 2.30 |
| L'Oréal SA (LRLCY) | 1.55% | $258.16B | 10.72% | 73.74% | 6.11 |
| Microsoft Corp. (MSFT) | 1.54% | $3.12T | 17.03% | 70.08% | 13.40 |
| The Goldman Sachs Group, Inc. (GS) | 1.50% | $150.82B | 26.08% | N/A | 6.94 |
| ING Groep NV (INGA) | 1.47% | $58.46B | 0.29% | N/A | 5.90 |
| Meritage Homes Corp. (MTH) | 1.44% | $6.65B | 14.76% | 26.18% | 1.04 |
| Morgan Stanley (MS) | 1.40% | $162.87B | 13.62% | N/A | 5.39 |
| Assicurazioni Generali SpA (G) | 1.33% | $42.18B | -21.36% | N/A | 0.99 |
| Merck & Co., Inc. (MRK) | 1.33% | $332.28B | 8.38% | 75.11% | 5.96 |
| UnitedHealth Group, Inc. (UNH) | 1.32% | $482.86B | 8.56% | N/A | 1.42 |
| PepsiCo, Inc. (PEP) | 1.31% | $250.47B | 2.28% | 55.00% | 2.99 |
| Novartis AG (NOVN) | 1.30% | $203.49B | -13.70% | 73.54% | 4.53 |
| Amazon.com, Inc. (AMZN) | 1.29% | $1.92T | 12.53% | 49.32% | 3.37 |
| Allianz SE (ALV) | 1.29% | $113.12B | 49.32% | N/A | 1.31 |
| Procter & Gamble Co. (PG) | 1.28% | $395.65B | 0.63% | 51.20% | 5.08 |
| NVIDIA Corp. (NVDA) | 1.28% | $2.31T | 125.85% | 72.72% | 24.74 |
| Roche Holding AG (RO) | 1.27% | $211.29B | -7.21% | 73.06% | 3.99 |
| Pfizer Inc. (PFE) | 1.26% | $162.29B | -18.61% | 70.56% | 3.92 |
| Tencent Holdings Ltd. (700) | 1.25% | $472.65B | 0.99% | 51.12% | 4.31 |
| Nestlé SA (NESN) | 1.24% | $271.55B | -1.51% | 45.88% | 3.31 |
| Bellway Plc (BWY) | 1.24% | $4.20B | -3.68% | 20.18% | 0.85 |
| Novo Nordisk A/S (NOVO.B) | 1.22% | $441.16B | 22.45% | 84.83% | 16.20 |
| Johnson & Johnson (JNJ) | 1.21% | $372.17B | -13.55% | 68.78% | 4.37 |
| Visa, Inc. (V) | 1.20% | $440.92B | 9.89% | 76.74% | 16.72 |
| McDonald's Corp. (MCD) | 1.20% | $196.39B | 4.60% | 55.24% | 9.89 |
| Saudi Arabian Oil Co. (2222) | 1.19% | $2.05T | -20.36% | 53.85% | 4.54 |
| Mastercard, Inc. (MA) | 1.18% | $424.59B | 10.38% | 96.60% | 17.82 |
| Sony Group Corp. (SONY) | 1.15% | $103.19B | 5.74% | 25.54% | 1.32 |
| Toyota Motor Corp. (7203) | 1.13% | $275.71B | 21.37% | 20.77% | 1.76 |
| LVMH Moët Hennessy Louis Vuitton SE (MC) | 1.12% | $424.06B | 8.80% | 68.80% | 4.60 |
| BNP Paribas SA (BNP) | 1.08% | $88.62B | 54.02% | N/A | 3.30 |
| QUALCOMM, Inc. (QCOM) | 1.07% | $216.35B | 1.23% | 56.27% | 5.32 |
| Chipotle Mexican Grill, Inc. (CMG) | 1.06% | $88.26B | 14.07% | 24.38% | 8.14 |
| Berkeley Group Holdings Plc (BKG) | 1.05% | $7.11B | 8.61% | N/A | 1.76 |
| UniCredit SpA (UCG) | 1.05% | $64.44B | 7.47% | N/A | N/A |
| Société Générale SA (GLE) | 1.05% | $21.53B | 114.32% | N/A | 1.54 |
| Broadcom Inc. (AVGO) | 1.04% | $646.61B | 34.17% | 55.81% | 16.36 |
| Redrow Plc (RDW) | 1.03% | $3.02B | -0.61% | 23.88% | 0.70 |
| Iberdrola SA (IBE) | 1.02% | $84.17B | -17.99% | 29.69% | 2.81 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 1.02% | $672.10B | 12.69% | 51.59% | 9.50 |
| Unilever Plc (ULVR) | 1.02% | $136.71B | 1.14% | 42.24% | 2.28 |
| American Express Co. (AXP) | 1.01% | $174.66B | 13.32% | 62.03% | 2.31 |
| Citigroup, Inc. (C) | 1.00% | $122.21B | 15.90% | N/A | 4.37 |
| Costco Wholesale Corp. (COST) | 1.00% | $352.94B | 5.75% | 12.49% | 1.29 |
| Commonwealth Bank of Australia (CBA) | 0.98% | $134.71B | 68.13% | N/A | 6.94 |
| JPMorgan Chase & Co. (JPM) | 0.98% | $588.09B | 18.17% | N/A | 5.44 |
| The Coca-Cola Co. (KO) | 0.97% | $271.53B | 2.46% | 62.40% | 6.32 |
| Samsung Electronics Co., Ltd. (005930) | 0.97% | $379.01B | 12.82% | 35.38% | 1.82 |
| Chevron Corp. (CVX) | 0.96% | $299.80B | -4.50% | 17.50% | 1.58 |
| Volkswagen AG (VOW3) | 0.95% | $71.87B | -0.97% | 18.31% | 0.81 |
| Deutsche Telekom AG (DTE) | 0.95% | $118.65B | 0.42% | 24.18% | 2.52 |
| Tesla, Inc. (TSLA) | 0.94% | $565.95B | -8.69% | 17.35% | 6.29 |
| Caterpillar, Inc. (CAT) | 0.93% | $174.23B | -0.40% | 37.20% | 3.21 |
| Eli Lilly & Co. (LLY) | 0.93% | $731.81B | 25.98% | 80.91% | 20.23 |
| Union Pacific Corp. (UNP) | 0.92% | $149.46B | -0.41% | 45.12% | 7.57 |
| Netflix, Inc. (NFLX) | 0.92% | $267.67B | 14.95% | 46.95% | 7.95 |
| D.R. Horton, Inc. (DHI) | 0.92% | $49.89B | 14.23% | 25.62% | 1.57 |
| Nintendo Co., Ltd. (7974) | 0.90% | $63.51B | 4.38% | 57.08% | N/A |
| UBS Group AG (UBSG) | 0.90% | $97.13B | 67.09% | N/A | 3.02 |
| The Toronto-Dominion Bank (TD) | 0.89% | $101.29B | 24.75% | N/A | 3.48 |
| Salesforce, Inc. (CRM) | 0.87% | $277.12B | 11.18% | 67.42% | 7.92 |
| Meta Platforms, Inc. (META) | 0.87% | $1.03T | 27.26% | 81.84% | 8.79 |
| Adobe, Inc. (ADBE) | 0.86% | $216.58B | 11.75% | 87.80% | 12.93 |
| NIKE, Inc. (NKE) | 0.86% | $111.67B | 0.51% | 44.23% | 3.11 |
| The Home Depot, Inc. (HD) | 0.85% | $341.12B | -2.25% | 32.25% | 2.50 |
| Monster Beverage Corp. (MNST) | 0.82% | $56.37B | 11.78% | 54.09% | 8.01 |
| Super Micro Computer, Inc. (SMCI) | 0.81% | $51.99B | 200.01% | 15.52% | 5.23 |
| Prologis, Inc. (PLD) | 0.80% | $103.23B | 10.63% | 40.17% | 19.67 |
| Advanced Micro Devices, Inc. (AMD) | 0.79% | $265.84B | 2.24% | 39.61% | 12.84 |
| NextEra Energy, Inc. (NEE) | 0.77% | $156.33B | 26.35% | 43.11% | 9.16 |
| Barclays PLC (BARC) | 0.77% | $41.02B | -3.92% | N/A | -6.46 |
| Alibaba Group Holding Ltd. (BABA) | 0.74% | $200.76B | 3.58% | 35.41% | 1.07 |
| Kering SA (KER) | 0.73% | $44.34B | -3.86% | 76.29% | 3.25 |
| HSBC Holdings Plc (HSBA) | 0.73% | $165.78B | 24.77% | N/A | 1.95 |
| MercadoLibre, Inc. (MELI) | 0.71% | $88.68B | 42.67% | 46.71% | 4.81 |
| Persimmon Plc (PSN) | 0.69% | $5.94B | -27.32% | 18.99% | 1.60 |
| Taylor Wimpey Plc (TW) | 0.67% | $6.69B | -20.48% | 20.34% | 1.30 |
| Toll Brothers, Inc. (TOL) | 0.67% | $13.62B | 9.42% | 28.33% | 1.24 |
| Duke Energy Corp. (DUK) | 0.67% | $80.18B | 5.43% | 30.48% | 5.41 |
| GSK Plc (GSK) | 0.66% | $91.57B | 5.93% | 73.69% | 2.71 |
| Exxon Mobil Corp. (XOM) | 0.65% | $536.70B | -2.16% | 24.07% | 1.44 |
| Lennar Corp. (LEN) | 0.65% | $45.75B | 12.50% | 22.21% | 1.23 |
| Sanofi (SAN) | 0.64% | $121.69B | 0.17% | 61.52% | 2.85 |
| Honeywell International, Inc. (HON) | 0.64% | $134.12B | 2.72% | 39.28% | 4.06 |
| Verizon Communications, Inc. (VZ) | 0.62% | $168.62B | 0.21% | 47.49% | 2.61 |
| Century Communities, Inc. (CCS) | 0.62% | $2.81B | 26.01% | 22.05% | 1.08 |
| Waste Management, Inc. (WM) | 0.61% | $84.40B | 5.46% | 29.17% | 4.92 |
| U.S. Bancorp (USB) | 0.60% | $64.65B | 11.40% | N/A | 1.70 |
| Diageo Plc (DGE) | 0.60% | $78.66B | 10.75% | 60.00% | 5.46 |
| Oracle Corp. (ORCL) | 0.59% | $339.44B | 7.11% | 65.23% | 7.49 |
| Siemens AG (SIE) | 0.57% | $147.64B | -1.31% | 37.93% | N/A |
| NatWest Group Plc (NWG) | 0.42% | $35.37B | 25.28% | N/A | -1.74 |
| Deutsche Bank AG (DBK) | 0.35% | $33.80B | 23.52% | N/A | 0.18 |
| Barrick Gold Corp. (ABX) | 0.35% | $31.32B | 3.93% | 24.95% | 3.39 |
| Barratt Developments Plc (BDEV) | 0.34% | $6.46B | 1.02% | 21.29% | 0.69 |
| Bank of America Corp. (BAC) | 0.34% | $307.26B | 17.41% | N/A | 5.37 |
| KB Home (KBH) | 0.33% | $5.55B | 6.03% | 21.89% | 0.96 |
| PulteGroup, Inc. (PHM) | 0.33% | $25.05B | 10.45% | 29.60% | 1.62 |
| Vertex Pharmaceuticals, Inc. (VRTX) | 0.33% | $114.89B | 14.21% | 87.25% | 9.80 |
| Walmart, Inc. (WMT) | 0.33% | $521.07B | 6.05% | 24.81% | 0.82 |
| Wells Fargo & Co. (WFC) | 0.32% | $212.94B | 10.66% | N/A | 4.16 |
| Neurocrine Biosciences, Inc. (NBIX) | 0.31% | $14.32B | 22.57% | 97.52% | 6.87 |
| Centene Corp. (CNC) | 0.31% | $41.66B | 3.90% | N/A | 0.39 |
| Ford Motor Co. (F) | 0.31% | $48.16B | 3.14% | 8.71% | 0.96 |
| Airbus SE (AIR) | 0.30% | $136.47B | 9.07% | 15.07% | 2.00 |
| Cisco Systems, Inc. (CSCO) | 0.30% | $195.05B | -12.83% | 67.09% | N/A |
| Honda Motor Co., Ltd. (HMC) | 0.28% | $56.98B | 13.23% | 21.60% | 0.69 |
| The Walt Disney Co. (DIS) | 0.28% | $189.39B | 1.35% | 29.98% | 3.02 |
| Airbnb, Inc. (ABNB) | 0.28% | $64.31B | 17.82% | 64.29% | 9.67 |
Market data by FactSet
