Index Performance
+17.21%
MOGL
+4.47%
SPY
+2.06%
DIA
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 Services32.21%
- Electronic Technology16.13%
- Consumer Services13.16%
- Retail Trade13.09%
- Consumer Durables11.54%
- Consumer Non-Durables4.28%
- Commercial Services2.79%
- Health Technology2.31%
- Transportation2.08%
- Energy Minerals1.31%
- Finance1.11%
Holdings
All holdings as of December 27, 2024
CSV download
Tesla, Inc. (TSLA) | 7.89% | $1.39T | 7.85% | 19.84% | 9.21 |
Apple, Inc. (AAPL) | 7.62% | $3.86T | 2.02% | 46.21% | 9.11 |
Amazon.com, Inc. (AMZN) | 6.76% | $2.35T | 11.04% | 49.03% | 3.32 |
Meta Platforms, Inc. (META) | 6.45% | $1.51T | 18.87% | 81.83% | 9.39 |
NVIDIA Corp. (NVDA) | 5.79% | $3.36T | 93.61% | 74.56% | 30.71 |
Alphabet, Inc. (GOOGL) | 5.63% | $2.37T | 15.07% | 58.67% | 5.88 |
Microsoft Corp. (MSFT) | 5.42% | $3.20T | 16.04% | 69.35% | 12.72 |
Palantir Technologies, Inc. (PLTR) | 4.71% | $180.15B | 29.98% | 79.79% | 32.98 |
Airbnb, Inc. (ABNB) | 4.17% | $84.56B | 9.86% | 77.65% | 6.68 |
Netflix, Inc. (NFLX) | 3.79% | $387.94B | 14.46% | 47.63% | 8.53 |
Ford Motor Co. (F) | 3.65% | $39.86B | 5.47% | 7.13% | 0.90 |
The Walt Disney Co. (DIS) | 3.18% | $202.01B | 2.76% | 30.08% | 2.47 |
DraftKings, Inc. (DKNG) | 2.91% | $33.39B | 38.68% | 32.23% | 4.24 |
Costco Wholesale Corp. (COST) | 2.85% | $417.13B | 7.53% | 12.94% | 1.64 |
PayPal Holdings, Inc. (PYPL) | 2.79% | $87.08B | 6.05% | 41.21% | 2.58 |
Lockheed Martin Corp. (LMT) | 2.71% | $115.90B | 1.34% | 12.38% | 2.18 |
Johnson & Johnson (JNJ) | 2.31% | $349.23B | 5.27% | 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% | $25.69B | 3.59% | 75.89% | 3.42 |
Walmart, Inc. (WMT) | 2.08% | $736.34B | 5.46% | 24.91% | 1.07 |
Uber Technologies, Inc. (UBER) | 2.08% | $128.72B | 20.40% | 31.83% | 3.98 |
NIKE, Inc. (NKE) | 1.98% | $113.75B | -7.71% | 43.62% | 2.44 |
Block, Inc. (SQ) | 1.98% | $55.14B | 6.38% | 37.04% | 1.65 |
Starbucks Corp. (SBUX) | 1.68% | $104.59B | 0.55% | 21.18% | 3.68 |
The Home Depot, Inc. (HD) | 1.40% | $390.25B | 6.65% | 31.40% | 2.96 |
Exxon Mobil Corp. (XOM) | 1.31% | $467.99B | -2.81% | 22.23% | 1.61 |
MGM Resorts International (MGM) | 1.22% | $10.35B | 5.28% | 39.08% | 2.43 |
CBRE Group, Inc. (CBRE) | 1.11% | $39.98B | 14.84% | 17.77% | 1.31 |
Shopify, Inc. (SHOP) | 0.99% | $140.02B | 26.14% | 51.71% | 12.26 |
Salesforce, Inc. (CRM) | 0.98% | $323.90B | 8.30% | 69.79% | 7.55 |
Market data by FactSet