UNP - The MaM Portfolio: 2024 Q1 Update

2024-03-31 08:45:03 ET

Summary

• The Moats and Monopolies portfolio is being shared in full and benchmarked against major indices for the 1st quarter 2024.
• The portfolio beat the QQQ, SPY and the MSCI World index in the quarter.
• We are long only, part owners of some of the highest quality compounding companies in the world.
• We have sold out of our last remaining ETF, the QQQ, and redeployed funds to several new positions.

Moats and Monopolies

Welcome to Moats and Monopolies! We do things a little differently here. We not only transparently share our complete portfolio holdings each and every quarter for you to learn along with us, but we write exclusively about companies that we own and therefore have a deeper understanding of....

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