MBINDEX
Index Performance
+0.01%
MBINDEX
-1.41%
SP500
-2.07%
XNDX
Overview
Description
Portfolio of Mostly Borrowed Ideas @borrowed_ideas. Research Lead @Contrary_Res + I publish one in-depth research on a public company every month.
- TickerMBINDEX
- Inception Date09/27/2022
- WeightingCustom
- # of holdings13
What's inside?
Holdings
All holdings as of September 22, 2023
CSV download
| Alphabet, Inc. (GOOG) | 13.05% | $1,534.155B | 7.63% | 57.22% | 5.05x |
| Meta Platforms, Inc. (META) | 12.65% | $664.730B | 11.02% | 81.29% | 6.08x |
| Autodesk, Inc. (ADSK) | 11.64% | $43.616B | 8.32% | 89.61% | 9.00x |
| Amazon.com, Inc. (AMZN) | 11.29% | $1,324.817B | 10.85% | 48.38% | 2.70x |
| IAC, Inc. (IAC) | 11.09% | $4.028B | -18.42% | 59.66% | 1.37x |
| Adobe, Inc. (ADBE) | 9.57% | $233.780B | 11.67% | 87.28% | 13.58x |
| Berkshire Hathaway, Inc. (BRK/B) | 9.35% | $785.363B | 21.43% | 19.59% | 2.22x |
| Constellation Software, Inc. (CSU) | 6.77% | $42.475B | 32.55% | 21.53% | 6.10x |
| Spotify Technology SA (SPOT) | 6.21% | $29.743B | 13.44% | 24.05% | 2.25x |
| Trupanion, Inc. (TRUP) | 3.53% | $1.124B | 23.31% | N/A | 0.91x |
| Shopify, Inc. (SHOP) | 3.04% | $63.882B | 30.80% | 50.94% | 12.54x |
| Block, Inc. (SQ) | 1.33% | $24.565B | 25.67% | 33.05% | 1.95x |
| Angi, Inc. (ANGI) | 0.47% | $0.168B | -27.28% | 84.93% | 1.05x |
Market data by FactSet