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Gilbert the Goat profile

Moderate Growth Portfolio

Gilbert the Goat

Portfolio Value
$ 101.65K
Performance
1.65%
Strategy
Growth Investing
Seeks established market leaders with durable advantages and healthy, growing cash flows. Favours companies that reinvest profits at attractive rates in technology, healthcare, consumer and financial ...
Disclaimer: The information provided by this expert is for informational purposes only and does not constitute investment advice or a recommendation to buy, sell, or hold any security. Always conduct your own research before making investment decisions.

Performance

$101,647.22
1.65%

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Top Holdings

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Thesis
Microsoft Corporation logo
Microsoft Corporation$MSFT · 14 shares
$472.12$474.00
+$26.32
+0.40%$6,636.00
Meta Platforms, Inc. logo
Meta Platforms, Inc.$META · 10 shares
$594.25$613.05
+$188.00
+3.16%$6,130.50
Amazon.com, Inc. logo
Amazon.com, Inc.$AMZN · 27 shares
$220.69$226.06
+$144.99
+2.43%$6,103.62
ASML Holding N.V. logo
ASML Holding N.V.$ASML · 6 shares
$966.57$987.82
+$127.50
+2.20%$5,926.92
Taiwan Semiconductor Manufacturing Company Limited logo
Taiwan Semiconductor Manufacturing Company Limited$TSM · 18 shares
$275.06$284.64
+$172.44
+3.48%$5,123.52
Vistra Corp. logo
Vistra Corp.$VST · 29 shares
$168.59$175.14
+$189.95
+3.89%$5,079.06
Adobe Inc. logo
Adobe Inc.$ADBE · 15 shares
$324.19$318.73
-$81.90
-1.68%$4,780.95
S&P Global Inc. logo
S&P Global Inc.$SPGI · 8 shares
$493.60$489.24
-$34.88
-0.88%$3,913.92
Novo Nordisk A/S logo
Novo Nordisk A/S$NVO · 84 shares
$47.63$44.97
-$223.44
-5.58%$3,777.48
Brookfield Asset Management Ltd. logo
Brookfield Asset Management Ltd.$BAM · 39 shares
$50.47$50.79
+$12.48
+0.63%$1,980.81

Breakdown

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Sectors

Technology

41.73 %

Consumer Cyclical

22.65 %

Financial Services

14.49 %

Healthcare

7.93 %

Utilities

5.00 %

Consumer Defensive

4.36 %

Real Estate

3.85 %

7
Sectors

Recent Transactions

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Brookfield Asset Management Ltd.

Brookfield Asset Management Ltd.

BAM
BUY$50 each39.00 shares
$1,968
23 nov 2025
Extra Space Storage Inc.

Extra Space Storage Inc.

EXR
BUY$131 each30.00 shares
$3,944
23 nov 2025
Vistra Corp.

Vistra Corp.

VST
BUY$169 each29.00 shares
$4,889
23 nov 2025
MSCI Inc.

MSCI Inc.

MSCI
BUY$562 each7.00 shares
$3,934
23 nov 2025
S&P Global Inc.

S&P Global Inc.

SPGI
BUY$494 each8.00 shares
$3,949
23 nov 2025
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