Loading...
Portfolio Diversification
Range
Most Diversified
9 instruments
March 8, 2025
Least Diversified
0 instruments
February 23, 2025
Average
7.1 instruments
Most Consistent Holdings
Top 5
STZ99.42%
OXY97.38%
BRK.B97.08%
LDO.MI96.21%
KO88.34%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 23, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Constellation Brands (STZ) | 28.38% | 27% | 99.42% | - |
| Berkshire Hathaway (BRK.B) | 24.83% | 26.47% | 97.08% | - |
| Leonardo (LDO.MI) | 8.42% | 9.91% | 96.21% | - |
| Occidental (OXY) | 6.89% | 7.22% | 97.38% | - |
| Coca-Cola (KO) | 6.89% | 8.18% | 88.34% | - |
 Procter & Gamble (PG) | 5.57% | 7.19% | 76.38% | - |
 eToro Group LTD (ETOR) | 4.05% | 3.35% | 75.8% | - |
 Logista (LOG.MC) | 3.96% | 0% | 48.69% | 8/14/2025 |
 SPDR S&P 500 ETF (SPY) | 0.61% | 0% | 15.74% | 10/7/2025 |
 BlackRock (BLK) | 0.24% | 0% | 4.37% | 3/11/2025 |
 Enbridge (ENB) | 0.22% | 0% | 4.66% | 3/12/2025 |
 Goldman Sachs (GS) | 0.18% | 0% | 2.04% | 3/10/2025 |
 Enel (ENEL.MI) | 0.11% | 0% | 4.66% | 3/12/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 26.16% | 28.96% |
| Constellation Brands (STZ) | 28.09% | 24.86% |
| Leonardo (LDO.MI) | 7.58% | 8.95% |
| Coca-Cola (KO) | 7.44% | 8% |
| Procter & Gamble (PG) | 7.02% | 7.11% |
| Occidental (OXY) | 7.34% | 6.85% |
| eToro Group LTD (ETOR) | 7.11% | 4.19% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.