M
Michael Olivers companies that will be thriving in 100 years

MCOLIVER

Index Performance

-3.06%
MCOLIVER
+5.42%
SPY
+0.67%
DIA

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?

Holdings

All holdings as of June 12, 2024
CSV download
Alphabet, Inc. (GOOG)8.09%$2.04T15.44%58.49%5.75
Apple, Inc. (AAPL)7.92%$3.18T-4.31%46.58%7.05
Costco Wholesale Corp. (COST)7.49%$376.53B9.07%12.55%1.37
Interactive Brokers Group, Inc. (IBKR)7.25%$13.21B25.67%94.36%-5.60
The Charles Schwab Corp. (SCHW)7.05%$130.54B1.35%74.41%5.76
Amazon.com, Inc. (AMZN)6.86%$1.95T12.53%49.32%3.37
Novo Nordisk A/S (NOVO.B)6.82%$475.45B22.45%84.83%16.20
Microsoft Corp. (MSFT)6.78%$3.22T17.03%70.08%13.40
JPMorgan Chase & Co. (JPM)6.48%$558.14B18.17%N/A5.44
Berkshire Hathaway, Inc. (BRK/B)6.41%$882.80B5.24%21.62%2.30
Pfizer Inc. (PFE)6.34%$158.83B-18.61%70.56%3.92
Starwood Property Trust, Inc. (STWD)6.24%$5.90B25.37%89.13%11.70
Shopify, Inc. (SHOP)5.43%$77.26B23.41%51.42%12.87
Cloudflare, Inc. (NET)5.27%$21.87B30.47%77.54%23.46
Intel Corp. (INTC)4.64%$131.63B8.61%41.00%4.04
NVIDIA Corp. (NVDA)0.91%$2.97T262.12%78.35%27.12
Market data by FactSet

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