Mogul Fellows
Mogul Fellows 30

MOGL

Index Performance

+17.21%
MOGL
+4.47%
SPY
+2.06%
DIA
Sep 27, 2024Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Nov 26, 2024Dec 6, 2024Dec 16, 2024Dec 27, 2024-10%0%10%20%

Overview

Description

The Mogul Fellows 30 is an index of stocks we invest in using a Daily Dollar Cost Average/ Fractional Shares approach. Please visit Mogulfellows.com for details about our portfolio and to join our finance club. You can also find us on Instagram, YouTube, and TikTok.

  • TickerMOGL
  • Inception Date11/30/2023
  • WeightingCustom
  • # of holdings30
What's inside?
Sectors
  • Technology Services
    32.21%
  • Electronic Technology
    16.13%
  • Consumer Services
    13.16%
  • Retail Trade
    13.09%
  • Consumer Durables
    11.54%
  • Consumer Non-Durables
    4.28%
  • Commercial Services
    2.79%
  • Health Technology
    2.31%
  • Transportation
    2.08%
  • Energy Minerals
    1.31%
  • Finance
    1.11%

Holdings

All holdings as of December 27, 2024
CSV download
Tesla, Inc. (TSLA)7.89%$1.39T7.85%19.84%9.21
Apple, Inc. (AAPL)7.62%$3.86T2.02%46.21%9.11
Amazon.com, Inc. (AMZN)6.76%$2.35T11.04%49.03%3.32
Meta Platforms, Inc. (META)6.45%$1.51T18.87%81.83%9.39
NVIDIA Corp. (NVDA)5.79%$3.36T93.61%74.56%30.71
Alphabet, Inc. (GOOGL)5.63%$2.37T15.07%58.67%5.88
Microsoft Corp. (MSFT)5.42%$3.20T16.04%69.35%12.72
Palantir Technologies, Inc. (PLTR)4.71%$180.15B29.98%79.79%32.98
Airbnb, Inc. (ABNB)4.17%$84.56B9.86%77.65%6.68
Netflix, Inc. (NFLX)3.79%$387.94B14.46%47.63%8.53
Ford Motor Co. (F)3.65%$39.86B5.47%7.13%0.90
The Walt Disney Co. (DIS)3.18%$202.01B2.76%30.08%2.47
DraftKings, Inc. (DKNG)2.91%$33.39B38.68%32.23%4.24
Costco Wholesale Corp. (COST)2.85%$417.13B7.53%12.94%1.64
PayPal Holdings, Inc. (PYPL)2.79%$87.08B6.05%41.21%2.58
Lockheed Martin Corp. (LMT)2.71%$115.90B1.34%12.38%2.18
Johnson & Johnson (JNJ)2.31%$349.23B5.27%69.19%4.64
The Coca-Cola Co. (KO)2.29%$269.02B-0.54%61.22%7.33
Zoom Communications, Inc. (ZM)2.25%$25.69B3.59%75.89%3.42
Walmart, Inc. (WMT)2.08%$736.34B5.46%24.91%1.07
Uber Technologies, Inc. (UBER)2.08%$128.72B20.40%31.83%3.98
NIKE, Inc. (NKE)1.98%$113.75B-7.71%43.62%2.44
Block, Inc. (SQ)1.98%$55.14B6.38%37.04%1.65
Starbucks Corp. (SBUX)1.68%$104.59B0.55%21.18%3.68
The Home Depot, Inc. (HD)1.40%$390.25B6.65%31.40%2.96
Exxon Mobil Corp. (XOM)1.31%$467.99B-2.81%22.23%1.61
MGM Resorts International (MGM)1.22%$10.35B5.28%39.08%2.43
CBRE Group, Inc. (CBRE)1.11%$39.98B14.84%17.77%1.31
Shopify, Inc. (SHOP)0.99%$140.02B26.14%51.71%12.26
Salesforce, Inc. (CRM)0.98%$323.90B8.30%69.79%7.55
Market data by FactSet

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