Watchlist / consumer-staples

watchlist

Watchlist / consumer-staples

current roster plus event stream

symbols 10 events 286 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 286 events.

Cumulative return since Sep 21 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +4.2%+5.0%+6.3%+6.0%+9.2%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ +5.4%+6.0%+7.5%+2.5%-5.2%

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

30D breadth 8/10 up

trend: 8 up · 0 flat · 2 down · avg RSI 68 · 70% above SMA200 · covered 10/10

contributors

CL+1.2pp+11.9%
PG+1.2pp+11.7%
BALL+1.0pp+9.7%
XLP+0.9pp+8.8%
KO+0.8pp+7.6%

detractors

GIS-0.1pp-0.8%
JNJ-0.1pp-0.6%
CLX+0.2pp+1.7%
PEP+0.6pp+5.8%
MDLZ+0.7pp+6.7%

Holdings

JNJ $267.61 -0.6% 30d coming into play PG $165.59 +11.7% 30d in trend KO $95.34 +7.6% 30d coming into play PEP $138.83 +5.8% 30d retreating CL $97.39 +11.9% 30d coming into play CLX $88.66 +1.7% 30d retreating MDLZ $65.19 +6.7% 30d coming into play GIS $35.18 -0.8% 30d retreating BALL $65.81 +9.7% 30d in trend XLP $89.99 +8.8% 30d coming into play
CL $97.39 +4.3% +11.9% +8.1% +21.9% 74 coming into play -1.9%
PG $165.59 +5.6% +11.7% +12.7% +8.8% 75 in trend -1.0%
BALL $65.81 +2.6% +9.7% +5.8% +32.3% 79 in trend -3.6%
XLP $89.99 +3.3% +8.8% +8.2% +12.8% 74 coming into play -0.2%
KO $95.34 +2.9% +7.6% +17.5% +34.6% 74 coming into play +0.0%
MDLZ $65.19 +3.9% +6.7% +8.6% +5.2% 66 coming into play -2.2%
PEP $138.83 +3.1% +5.8% +2.9% -9.3% 69 retreating -19.0%
CLX $88.66 +4.6% +1.7% -5.5% -25.0% 56 retreating -31.2%
JNJ $267.61 +3.8% -0.6% +3.2% +38.7% 57 coming into play -4.8%
GIS $35.18 +8.0% -0.8% -1.0% -28.5% 57 retreating -29.2%

Feed generated 2026-10-23.