FREE DOWNLOAD · 12-PAGE PDF WORKBOOK
The Monopoly ETF due-diligence workbook
A practical 30-minute worksheet for comparing MPLY, MOAT, and TOLL without letting a compelling story stand in for portfolio evidence.
- Ten questions that expose the real differences between the funds
- Dedicated cost, trading, return-basis, overlap, and private-asset labs
- A master comparison, pre-mortem, decision record, and quarterly review
DUE-DILIGENCE
WORKBOOK MPLY · MOAT · TOLL 2026 EDITION · 12-PAGE FIELD SYSTEM
WHAT IT SOLVES
Three adjacent stories. One repeatable research process.
“Monopoly,” “wide moat,” and “durable quality” sound adjacent. The portfolio rules underneath them are not. This workbook forces the comparison onto the questions that survive the marketing copy: what qualifies, who decides, what gets excluded, how concentrated it becomes, what it costs to own and trade, and what would make the thesis fail.
The expanded workbook turns that principle into an auditable process: normalize costs and return basis, map overlap and hidden concentration, inspect private-asset exposure, write the failure case, then schedule the next review. It contains no rating, target return, or recommendation.
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INSIDE THE GUIDE
The ten core questions
- What exactly qualifies as a monopoly, moat, or durable-quality business?
- Is the portfolio active, indexed, or a hybrid—and who can override the rules?
- How concentrated is the economic thesis after looking through sector labels?
- How much of the portfolio overlaps with a broad-market fund you already own?
- What do the expense ratio, turnover, spread, and premium or discount cost together?
- Are performance observations truly comparable by date and return basis?
- Does the strategy introduce private-asset or fund-of-fund valuation risk?
- What happens if the fund stays small or closes?
- Which evidence would disprove the investment thesis?
- What will you review next quarter—and where will you source it?
Asset ID: monopoly-etf-due-diligence-v2 · Published August 2026 · Research standards