M
Michael Olivers companies that will be thriving in 100 years

MCOLIVER

Index Performance

+10.18%
MCOLIVER
+4.02%
SPY
+1.75%
DIA
Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Nov 26, 2024Dec 6, 2024Dec 16, 2024Dec 24, 2024Jan 7, 2025-10%0%10%20%

Overview

Description

Companies come and go but these companies will continue to outperform the market and thrive over the next 100 years. ETF's like SPY are too diversified so I aim to capture the power of the top performing companies in various sectors (tech, banking, retail, pharma) based on my unique life experience and insight and augment them with a few where I see value and alpha. I'll aim to rebalance as necessary not more often than once per quarter. Weights will remain even for the foreseeable future, and the ETF will not exceed 20 companies.

  • TickerMCOLIVER
  • Inception Date04/24/2023
  • WeightingEqual
  • # of holdings16
What's inside?
Sectors
  • Finance
    31.46%
  • Technology Services
    24.71%
  • Electronic Technology
    18.75%
  • Health Technology
    12.95%
  • Retail Trade
    12.14%

Holdings

All holdings as of January 7, 2025
CSV download
Interactive Brokers Group, Inc. (IBKR)6.75%$80.31B17.08%94.19%-2.85
Novo Nordisk A/S (NOVO.B)6.55%$383.48B21.42%84.14%12.90
NVIDIA Corp. (NVDA)6.47%$3.43T93.61%74.56%30.71
Pfizer Inc. (PFE)6.40%$152.39B33.78%60.85%3.73
Intel Corp. (INTC)6.37%$86.30B-6.17%15.03%2.47
JPMorgan Chase & Co. (JPM)6.36%$678.07B11.37%N/A5.34
Alphabet, Inc. (GOOG)6.34%$2.40T15.07%58.67%5.93
Cloudflare, Inc. (NET)6.27%$39.12B28.15%77.69%17.38
Berkshire Hathaway, Inc. (BRK/B)6.21%$973.14B-0.23%21.84%2.19
Amazon.com, Inc. (AMZN)6.14%$2.39T11.04%49.03%3.32
Shopify, Inc. (SHOP)6.09%$147.86B26.14%51.71%12.26
Starwood Property Trust, Inc. (STWD)6.09%$6.46B-8.33%89.70%11.68
The Charles Schwab Corp. (SCHW)6.04%$132.28B2.44%74.74%4.96
Microsoft Corp. (MSFT)6.01%$3.14T16.04%69.35%12.72
Costco Wholesale Corp. (COST)6.00%$409.59B7.53%12.94%1.64
Apple, Inc. (AAPL)5.91%$3.66T2.02%46.21%9.11
Market data by FactSet