MPLY
Monopoly ETF
📎 Investment Objective
The Monopoly ETF (MPLY) seeks to provide exposure to companies that operate in monopolistic or oligopolistic markets, with the goal of generating long-term capital appreciation.
Overview
ETF tracking Monopoly ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Monopoly ETF (MPLY) seeks to provide exposure to companies that operate in monopolistic or oligopolistic markets, with the goal of generating long-term capital appreciation.
🎯 Investment Strategy
The ETF aims to achieve its objective by investing in a portfolio of publicly traded companies that have dominant market positions and high barriers to entry for competitors. The fund's holdings are selected based on factors such as market share, pricing power, and sustainable competitive advantages.
✨ Key Features
- Focuses on companies with monopolistic or oligopolistic market positions
- Seeks to provide exposure to industries with high barriers to entry and pricing power
- Diversified portfolio of companies across various sectors
- Passively managed, tracking an index of monopolistic/oligopolistic companies
⚠️ Primary Risks
- Concentration risk: The fund's performance is heavily dependent on the success of a small number of dominant companies
- Regulatory risk: Changes in government policies or antitrust enforcement could negatively impact the fund's holdings
- Valuation risk: Monopolistic companies may be subject to higher valuations, increasing the risk of price corrections
- Limited diversification: The fund's focus on a specific market segment may result in higher volatility compared to a more diversified portfolio
👤 Best For
The Monopoly ETF may be suitable for long-term investors seeking exposure to companies with strong market positions and pricing power, as part of a diversified investment portfolio. Investors should be comfortable with the fund's concentration in a specific market segment and the associated risks.