M
Michael Olivers companies that will be thriving in 100 years

MCOLIVER

Index Performance

+10.70%
MCOLIVER
+6.02%
SPY
+6.72%
DIA
Aug 20, 2024Aug 29, 2024Sep 9, 2024Sep 18, 2024Sep 27, 2024Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 20, 2024-10%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
    33.20%
  • Technology Services
    25.96%
  • Electronic Technology
    19.30%
  • Retail Trade
    11.96%
  • Health Technology
    9.58%

Holdings

All holdings as of November 20, 2024
CSV download
Interactive Brokers Group, Inc. (IBKR)8.11%$20.20B17.08%94.19%-3.68
Shopify, Inc. (SHOP)7.58%$126.71B26.14%51.71%12.26
NVIDIA Corp. (NVDA)7.22%$3.61T122.40%75.15%28.91
The Charles Schwab Corp. (SCHW)7.06%$142.71B2.44%74.74%4.96
Cloudflare, Inc. (NET)6.72%$29.46B28.15%77.69%17.38
JPMorgan Chase & Co. (JPM)6.58%$684.38B11.37%N/A5.34
Intel Corp. (INTC)6.31%$104.37B-6.17%15.03%2.47
Alphabet, Inc. (GOOG)6.18%$2.03T15.07%58.67%5.93
Amazon.com, Inc. (AMZN)6.08%$2.15T11.04%49.03%3.32
Berkshire Hathaway, Inc. (BRK/B)5.91%$1.01T-0.23%21.84%2.19
Costco Wholesale Corp. (COST)5.88%$412.12B5.02%12.61%1.56
Apple, Inc. (AAPL)5.77%$3.45T2.02%46.21%9.11
Starwood Property Trust, Inc. (STWD)5.54%$6.66B-8.33%89.70%11.68
Microsoft Corp. (MSFT)5.48%$3.11T16.04%69.35%12.72
Pfizer Inc. (PFE)4.87%$142.24B33.78%60.85%3.73
Novo Nordisk A/S (NOVO.B)4.71%$344.81B21.42%84.14%12.90
Market data by FactSet