Index Performance
+6.13%
MOGL
+7.46%
SPY
+6.64%
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?
Holdings
All holdings as of July 26, 2024
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Tesla, Inc. (TSLA) | 9.33% | $703.62B | 2.30% | 17.95% | 7.04 |
Apple, Inc. (AAPL) | 8.05% | $3.34T | -4.31% | 46.58% | 7.05 |
Amazon.com, Inc. (AMZN) | 6.62% | $1.87T | 12.53% | 49.32% | 3.37 |
Meta Platforms, Inc. (META) | 5.99% | $993.62B | 27.26% | 81.84% | 8.79 |
Palantir Technologies, Inc. (PLTR) | 5.52% | $56.73B | 20.78% | 81.67% | 22.13 |
Alphabet, Inc. (GOOGL) | 5.25% | $1.93T | 13.46% | 58.05% | 6.72 |
Microsoft Corp. (MSFT) | 5.24% | $3.11T | 17.03% | 70.08% | 13.40 |
NVIDIA Corp. (NVDA) | 5.13% | $2.76T | 262.12% | 78.35% | 27.12 |
Airbnb, Inc. (ABNB) | 3.97% | $61.82B | 17.82% | 64.29% | 9.67 |
Netflix, Inc. (NFLX) | 3.53% | $272.13B | 16.35% | 45.68% | 8.45 |
Ford Motor Co. (F) | 3.43% | $43.76B | 6.35% | 9.47% | 0.94 |
Lockheed Martin Corp. (LMT) | 3.08% | $124.28B | 8.56% | 12.23% | 1.81 |
The Walt Disney Co. (DIS) | 2.85% | $162.63B | 1.35% | 29.98% | 3.02 |
Costco Wholesale Corp. (COST) | 2.82% | $361.74B | 9.07% | 12.55% | 1.37 |
PayPal Holdings, Inc. (PYPL) | 2.72% | $59.85B | 10.79% | 39.39% | 2.27 |
DraftKings, Inc. (DKNG) | 2.70% | $17.34B | 52.67% | 39.57% | 5.32 |
Johnson & Johnson (JNJ) | 2.50% | $384.20B | -12.12% | 68.99% | 4.27 |
The Coca-Cola Co. (KO) | 2.50% | $284.63B | 3.12% | 61.08% | 6.48 |
Zoom Video Communications, Inc. (ZM) | 2.37% | $15.71B | 3.25% | 76.67% | 2.62 |
Walmart, Inc. (WMT) | 2.18% | $563.21B | 6.05% | 24.81% | 0.82 |
Block, Inc. (SQ) | 1.93% | $34.27B | 19.38% | 34.43% | 2.25 |
Uber Technologies, Inc. (UBER) | 1.91% | $137.37B | 14.82% | 30.48% | 4.31 |
NIKE, Inc. (NKE) | 1.51% | $86.51B | 0.33% | 44.56% | 2.84 |
Starbucks Corp. (SBUX) | 1.50% | $83.05B | -1.84% | 19.69% | 3.45 |
The Home Depot, Inc. (HD) | 1.43% | $350.33B | -2.25% | 32.25% | 2.50 |
Exxon Mobil Corp. (XOM) | 1.39% | $526.78B | -2.16% | 24.07% | 1.44 |
CBRE Group, Inc. (CBRE) | 1.36% | $32.96B | 7.07% | 16.41% | 1.11 |
MGM Resorts International (MGM) | 1.21% | $13.00B | 13.17% | 41.66% | 2.69 |
Salesforce, Inc. (CRM) | 1.08% | $248.57B | 10.74% | 68.23% | 7.29 |
Shopify, Inc. (SHOP) | 0.93% | $71.99B | 23.41% | 51.42% | 12.87 |
Market data by FactSet