MBINDEX
Index Performance
-0.18%
MBINDEX
-1.76%
SP500
-1.54%
XNDX
Overview
Description
Portfolio of Mostly Borrowed Ideas @borrowed_ideas. Research Lead @Contrary_Res + I publish one in-depth research on a public company every month.
- TickerMBINDEX
- Inception Date09/27/2022
- WeightingCustom
- # of holdings13
What's inside?
Holdings
All holdings as of September 28, 2023
CSV download
| Alphabet, Inc. (GOOG) | 13.23% | $1,537.093B | 7.63% | 57.22% | 5.05x |
| Meta Platforms, Inc. (META) | 12.85% | $661.752B | 11.02% | 81.29% | 6.08x |
| Autodesk, Inc. (ADSK) | 11.86% | $43.240B | 8.32% | 89.61% | 9.00x |
| Amazon.com, Inc. (AMZN) | 11.02% | $1,292.599B | 10.85% | 48.38% | 2.70x |
| IAC, Inc. (IAC) | 11.00% | $3.988B | -18.42% | 59.66% | 1.37x |
| Adobe, Inc. (ADBE) | 9.41% | $229.085B | 11.56% | 87.27% | 13.58x |
| Berkshire Hathaway, Inc. (BRK/B) | 9.27% | $780.110B | 21.43% | 19.59% | 2.22x |
| Constellation Software, Inc. (CSU) | 6.86% | $43.197B | 32.55% | 21.53% | 6.10x |
| Spotify Technology SA (SPOT) | 6.10% | $29.248B | 13.44% | 24.05% | 2.25x |
| Trupanion, Inc. (TRUP) | 3.58% | $1.140B | 23.31% | N/A | 0.91x |
| Shopify, Inc. (SHOP) | 3.04% | $62.401B | 30.80% | 50.94% | 12.54x |
| Block, Inc. (SQ) | 1.32% | $24.252B | 25.67% | 33.05% | 1.95x |
| Angi, Inc. (ANGI) | 0.46% | $0.164B | -27.28% | 84.93% | 1.05x |
Market data by FactSet