M
Michael Olivers companies that will be thriving in 100 years

MCOLIVER

Index Performance

+1.39%
MCOLIVER
-1.28%
SP500
-0.28%
DJI
-0.94%
SPY

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 holdings14
What's inside?

Holdings

All holdings as of September 28, 2023
CSV download
Costco Wholesale Corp. (COST)7.65%$249.727B9.50%12.31%0.97x
Cloudflare, Inc. (NET)7.52%$17.713B31.54%75.62%19.16x
JPMorgan Chase & Co. (JPM)7.42%$423.649B73.72%N/A5.37x
NVIDIA Corp. (NVDA)7.35%$1,048.960B101.48%70.05%35.59x
Apple, Inc. (AAPL)7.30%$2,664.542B-1.40%44.52%8.09x
Berkshire Hathaway, Inc. (BRK/B)7.26%$780.110B21.43%19.59%2.22x
Alphabet, Inc. (GOOG)7.20%$1,537.093B7.63%57.22%5.05x
Interactive Brokers Group, Inc. (IBKR)7.17%$9.425B132.16%93.91%-8.00x
Microsoft Corp. (MSFT)7.11%$2,323.956B8.34%70.11%11.85x
Novo Nordisk A/S (NOVO.B)7.03%$312.313B31.59%85.53%N/A
The Charles Schwab Corp. (SCHW)7.01%$96.265B23.03%76.03%4.65x
Starwood Property Trust, Inc. (STWD)6.87%$6.112B59.75%89.45%14.03x
Amazon.com, Inc. (AMZN)6.72%$1,292.599B10.85%48.38%2.70x
Shopify, Inc. (SHOP)6.38%$62.401B30.80%50.94%12.54x
Market data by FactSet

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