Mostly Borrowed Ideas Index
Index overview
19.50%
3 months- TickerMBINDEX
- Inception Date09/27/2022
- WeightingCustom
- Number of holdings14
Description
Portfolio of Mostly Borrowed Ideas @borrowed_ideas. Research Lead @Contrary_Res + I publish one in-depth research on a public company every month.
Performance
Mostly Borrowed Ideas Index
MBINDEX
-26.39%
SP500
-12.30%
XNDX
-11.56%
Quick stats
What's inside?
Top 10 holdings
| Company | % of Index | |
| 1 | Meta Platforms, Inc. (META) | 14.33% |
| 2 | Alphabet, Inc. (GOOG) | 13.81% |
| 3 | Amazon.com, Inc. (AMZN) | 12.48% |
| 4 | IAC, Inc. (IAC) | 10.85% |
| 5 | Autodesk, Inc. (ADSK) | 10.17% |
| 6 | Adobe, Inc. (ADBE) | 9.60% |
| 7 | Berkshire Hathaway, Inc. (BRK/B) | 8.71% |
| 8 | Constellation Software, Inc. (CNSWF) | 6.93% |
| 9 | Spotify Technology SA (SPOT) | 6.15% |
| 10 | Shopify, Inc. (SHOP) | 3.81% |
Holdings
All holdings as of May 31, 2023
CSV download
| Meta Platforms, Inc. (META) | 14.33% | $678.517B | 2.64% | 78.29% | 4.61x |
| Alphabet, Inc. (GOOG) | 13.81% | $1,566.552B | 2.91% | 56.74% | 4.74x |
| Amazon.com, Inc. (AMZN) | 12.48% | $1,237.199B | 9.37% | 46.77% | 2.21x |
| IAC, Inc. (IAC) | 10.85% | $4.794B | -18.19% | 57.82% | 1.14x |
| Autodesk, Inc. (ADSK) | 10.17% | $42.874B | 9.02% | 89.20% | 8.44x |
| Adobe, Inc. (ADBE) | 9.60% | $191.640B | 9.21% | 86.84% | 8.79x |
| Berkshire Hathaway, Inc. (BRK/B) | 8.71% | $698.266B | 20.59% | 18.88% | 2.17x |
| Constellation Software, Inc. (CNSWF) | 6.93% | $42.998B | 34.10% | 20.79% | 5.90x |
| Spotify Technology SA (SPOT) | 6.15% | $28.375B | 9.34% | 24.85% | 1.90x |
| Shopify, Inc. (SHOP) | 3.81% | $73.141B | 25.29% | 47.55% | 9.90x |
| Trupanion, Inc. (TRUP) | 1.31% | $0.926B | 24.43% | N/A | 1.95x |
| Block, Inc. (SQ) | 1.07% | $36.530B | 25.99% | 33.62% | 2.15x |
| Angi, Inc. (ANGI) | 0.62% | $1.550B | -10.03% | 82.13% | 0.71x |
| Lumine Group, Inc. (LMN) | 0.14% | N/A | N/A | N/A | N/A |
Market data by Xignite
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