Loading...
Portfolio Diversification
Range
Most Diversified
21 instruments
March 16, 2024
Least Diversified
0 instruments
April 4, 2026
Average
16.4 instruments
Most Consistent Holdings
Top 5
META99.35%
JPM99.35%
BRK.B99.35%
PLTR99.35%
CNDX.L99.35%
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 |
|---|---|---|---|---|
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 20.86% | 3.83% | 99.35% | - |
| Meta (META) | 17.02% | 13.89% | 99.35% | - |
| Palantir (PLTR) | 7.41% | 4.18% | 99.35% | - |
 Alphabet (GOOGL) | 5.3% | 11.97% | 85.16% | - |
| JPMorgan (JPM) | 3.9% | 4.74% | 99.35% | - |
 Bank of America (BAC) | 3.83% | 0% | 55.59% | 8/29/2024 |
 TSMC (TSM) | 3.61% | 10.79% | 51.33% | - |
| Berkshire Hathaway (BRK.B) | 3.56% | 2.02% | 99.35% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 3.36% | 0% | 59.73% | 11/8/2024 |
 Alibaba (9988.HK) | 3.06% | 0.9% | 99.29% | - |
 Vanguard Total World Stock ETF (VT.US) | 3% | 0% | 49.38% | 5/15/2024 |
 Investec (INVP.L) | 2.7% | 0% | 63.34% | 1/8/2025 |
 Toyota (TM) | 2.38% | 0% | 30.22% | 6/21/2023 |
 Allianz (ALV.DE) | 1.99% | 0% | 49.32% | 5/14/2024 |
 Wells Fargo (WFC) | 1.86% | 0% | 51.09% | 6/14/2024 |
 Coca-Cola (KO) | 1.71% | 0% | 63.04% | 1/3/2025 |
 NVIDIA (NVDA) | 1.69% | 5.31% | 35.01% | - |
 Uber (UBER) | 1.2% | 1.9% | 34.42% | - |
 Microsoft (MSFT) | 0.99% | 10.59% | 13.19% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 0.96% | 0% | 48.2% | 4/25/2024 |
 Synchrony (SYF) | 0.85% | 0% | 31.52% | 7/13/2023 |
 Amazon (AMZN) | 0.73% | 5.31% | 14.49% | - |
 LVMH (MC.PA) | 0.69% | 0% | 10.29% | 11/6/2024 |
 Visa (V) | 0.64% | 4.93% | 13.19% | - |
 Philip Morris (PM) | 0.61% | 3.94% | 14.49% | - |
 Nu (NU) | 0.61% | 2.06% | 27.68% | - |
 Veeva (VEEV) | 0.49% | 5.83% | 12.3% | - |
 Ryanair (RYAAY) | 0.44% | 0% | 23.95% | 4/6/2026 |
 Vanguard FTSE Emerging Markets (VWO) | 0.42% | 0% | 49.26% | 5/13/2024 |
 Lululemon (LULU) | 0.38% | 0% | 18.15% | 6/9/2025 |
 Hims & Hers (HIMS) | 0.38% | 0% | 23.48% | 2/9/2026 |
 S&P Global (SPGI) | 0.28% | 2.42% | 10.41% | - |
 Bitcoin (BTC) | 0.27% | 0% | 14.78% | 5/1/2024 |
 NextEra (NEE) | 0.26% | 0% | 13.9% | 11/7/2024 |
 ToughBuilt (TBLT) | 0.15% | 0% | 38.02% | 11/7/2023 |
 PayPal (PYPL) | 0.08% | 0% | 9.28% | 2/24/2025 |
 Inmode (INMD) | 0.06% | 0% | 3.08% | 4/5/2024 |
 iShares Physical Gold ETC (PPFB.DE) | 0.03% | 0% | 4.02% | 1/3/2025 |
 Novo-Nordisk (NVO) | 0.02% | 0% | 1.77% | 3/26/2025 |
 Solana (SOL) | 0.01% | 0% | 0.3% | 3/20/2024 |
 Mobility Global Inc -W (MBGL) | 0.01% | 0.12% | 4.61% | - |
 Supermicro (SMCI) | 0.01% | 0% | 0.53% | 12/11/2024 |
 First Republic Bank (FRCB) | 0% | 0% | 0.18% | 3/16/2023 |
 PDD Holdings (PDD) | 0% | 0% | 0.06% | 8/28/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 20.02% | 21.42% |
| TSMC (TSM) | 11.78% | 11.39% |
| Alphabet (GOOGL) | 10.08% | 11.25% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 10.13% | 11.23% |
| Palantir (PLTR) | 0.95% | 9.91% |
| NVIDIA (NVDA) | 5.48% | 5.46% |
| JPMorgan (JPM) | 3.86% | 4.42% |
| Uber (UBER) | 5.14% | 3.38% |
| Berkshire Hathaway (BRK.B) | 3.2% | 3% |
| Nu (NU) | 3.59% | 2.72% |
| Ryanair (RYAAY) | 3.16% | 2.6% |
| Alibaba (9988.HK) | 3.53% | 1.76% |
| Hims & Hers (HIMS) | 1.44% | 1.02% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.