Loading...
Portfolio Diversification
Range
Most Diversified
13 instruments
October 24, 2024
Least Diversified
0 instruments
July 21, 2023
Average
9.9 instruments
Most Consistent Holdings
Top 5
AAPL99.55%
TSLA99.55%
ALV.DE99.48%
ITX.MC99.42%
GOOG92.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 12.95% | 12.41% | 99.55% | - |
| Apple (AAPL) | 11.15% | 9.93% | 99.55% | - |
| Inditex (ITX.MC) | 10.8% | 5.3% | 99.42% | - |
| Allianz (ALV.DE) | 10.64% | 9.96% | 99.48% | - |
| Alphabet (GOOG) | 10.03% | 15.25% | 92.52% | - |
 Realty Income (O) | 8.12% | 7.68% | 71.7% | - |
 Microsoft (MSFT) | 6.58% | 7.29% | 71.63% | - |
 Walmart (WMT) | 4.16% | 5.72% | 64.73% | - |
 State Street SPDR S&P 500 ETF (SPY) | 4.08% | 2.23% | 73.05% | - |
 Amazon (AMZN) | 3.19% | 7.73% | 46.87% | - |
 Costco (COST) | 3.17% | 0% | 34.82% | 7/20/2023 |
 Vanguard Real Estate ETF (VNQ) | 2.97% | 1.8% | 63.57% | - |
 Starbucks (SBUX) | 2% | 3.96% | 42.36% | - |
 iShares MSCI China ETF (MCHI) | 0.49% | 0% | 6.96% | 4/19/2022 |
 SPDR Gold (GLD) | 0.42% | 0% | 18.63% | 8/8/2025 |
 eToro Group LTD (ETOR) | 0.38% | 7.56% | 5.48% | - |
 Unilever (ULVR.L) | 0.35% | 0% | 3.16% | 6/7/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 10.76% | 15.01% |
| Alphabet (GOOG) | 9.78% | 13.13% |
| Inditex (ITX.MC) | 14.67% | 12.2% |
| Allianz (ALV.DE) | 10.75% | 10.52% |
| Apple (AAPL) | 10.08% | 10.13% |
| Microsoft (MSFT) | 9.78% | 8.94% |
| Realty Income (O) | 9.78% | 7.14% |
| Amazon (AMZN) | 7.33% | 6.98% |
| Walmart (WMT) | 4.89% | 5.09% |
| Starbucks (SBUX) | 4.89% | 3.31% |
| State Street SPDR S&P 500 ETF (SPY) | 2.44% | 2.22% |
| Vanguard Real Estate ETF (VNQ) | 2.44% | 1.74% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.