Watchlist / consumer-staples

watchlist

Watchlist / consumer-staples

current roster plus event stream

symbols 10 events 176 latest

Consumer staples - Johnson & Johnson, Procter & Gamble, Coca-Cola, PepsiCo, Colgate, Clorox, Mondelez, General Mills. Recession-proof dividend plays. BALL = Ball Corp aluminum packaging (KO/PEP customer supply-chain adjacency; added 2026-05-20 R20 13F-orphan placement; Tepper holding through Q1, modest 10% trim).

Showing 120 of 176 events.

Cumulative return since Jul 16 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort -1.3%-0.6%+1.5%+6.1%+6.9%
SPY -0.5%-0.1%+4.0%+4.9%+21.4%
Δ -0.8%-0.5%-2.4%+1.2%-14.5%

equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.

30D breadth 6/10 up

trend: 6 up · 0 flat · 4 down · avg RSI 51 · 70% above SMA200 · covered 10/10

contributors

CLX+1.1pp+11.3%
KO+0.7pp+6.7%
JNJ+0.4pp+3.7%
MDLZ+0.2pp+1.9%
PEP+0.1pp+0.8%

detractors

PG-0.4pp-3.9%
BALL-0.2pp-2.4%
CL-0.2pp-2.4%
XLP-0.1pp-0.6%
GIS+0.0pp+0.0%

Holdings

JNJ $262.37 +3.7% 30d in trend PG $143.12 -3.9% 30d coming into play KO $86.98 +6.7% 30d in trend PEP $138.24 +0.8% 30d coming into play CL $90.21 -2.4% 30d coming into play CLX $105.94 +11.3% 30d coming into play MDLZ $62.18 +1.9% 30d coming into play GIS $37.98 0.0% 30d retreating BALL $61.18 -2.4% 30d in trend XLP $84.68 -0.6% 30d coming into play
CLX $105.94 +0.2% +11.3% +15.5% -7.8% 64 coming into play -15.8%
KO $86.98 -0.8% +6.7% +7.8% +27.5% 57 in trend -4.3%
JNJ $262.37 +0.8% +3.7% +15.3% +50.0% 58 in trend -4.6%
MDLZ $62.18 -2.3% +1.9% +1.7% +1.5% 52 coming into play -6.7%
PEP $138.24 -1.8% +0.8% -6.3% -4.0% 47 coming into play -17.8%
GIS $37.98 -3.1% +0.0% +15.5% -19.6% 57 retreating -21.4%
XLP $84.68 -1.6% -0.6% -0.7% +5.5% 48 coming into play -4.9%
CL $90.21 -1.9% -2.4% +0.9% +7.6% 44 coming into play -8.1%
BALL $61.18 -1.0% -2.4% +10.0% +15.5% 42 in trend -9.8%
PG $143.12 -1.0% -3.9% +1.3% -7.2% 41 coming into play -13.1%

Feed generated 2026-08-18.