Loading...
Portfolio Diversification
Range
Most Diversified
29 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
25.8 instruments
Most Consistent Holdings
Top 5
GOOG99.47%
MSFT99.47%
AMZN99.47%
PG99.47%
MA99.47%
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 |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 41.59% | 36.03% | 99.47% | - |
| Microsoft (MSFT) | 5.75% | 3.52% | 99.47% | - |
| Alphabet (GOOG) | 5.24% | 6.17% | 99.47% | - |
 Vanguard FTSE Europe ETF (VGK) | 5.13% | 4.51% | 99.47% | - |
 Costco (COST) | 4.45% | 4.06% | 99.47% | - |
 Vanguard S&P 500 ETF (VOO) | 4.04% | 2.47% | 99.47% | - |
 Amundi CAC 40 (GC40.DE) | 3% | 4.73% | 57.95% | - |
 NVIDIA (NVDA) | 2.48% | 4.51% | 99.4% | - |
 Unilever (ULVR.L) | 2.13% | 1.27% | 99.47% | - |
 Air Liquide (AI.PA) | 2.12% | 1.76% | 99.47% | - |
| Mastercard (MA) | 2% | 1.29% | 99.47% | - |
 Visa (V) | 1.98% | 1.58% | 99.47% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 1.89% | 0% | 53.34% | 3/7/2026 |
| Procter & Gamble (PG) | 1.8% | 0.45% | 99.47% | - |
 Airbus (AIR.PA) | 1.69% | 1.27% | 99.47% | - |
| Amazon (AMZN) | 1.3% | 1.3% | 99.47% | - |
 Vanguard Real Estate ETF (VNQ) | 1.23% | 0% | 75.13% | 3/3/2025 |
 E.ON (EOAN.DE) | 1.21% | 1.44% | 98.93% | - |
 GSK (GSK.L) | 1.15% | 0% | 73.13% | 1/30/2025 |
 Disney (DIS) | 1.05% | 0% | 75.2% | 3/3/2025 |
 FedEx (FDX) | 1.04% | 0% | 98.86% | 3/7/2026 |
 Nestle (NESN.ZU) | 0.82% | 0% | 45.45% | 12/11/2023 |
 BNP Paribas (BNP.PA) | 0.78% | 0% | 41.51% | 10/13/2023 |
 iShares Core MSCI Europe ETF (IEUR) | 0.67% | 0% | 53.41% | 3/7/2026 |
 Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 0.45% | 0% | 29.21% | 4/25/2025 |
 Alibaba (BABA) | 0.45% | 0% | 45.19% | 12/7/2023 |
 iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 0.35% | 1.68% | 20.79% | - |
 iShares Core EURO STOXX 50 ETF (CSX5.L) | 0.32% | 1.32% | 24.26% | - |
 Palantir (PLTR) | 0.3% | 0% | 41.51% | 10/13/2023 |
 TotalEnergies (TTE.PA) | 0.28% | 0% | 26.07% | 10/13/2023 |
 Adobe (ADBE) | 0.28% | 0% | 73.13% | 1/30/2025 |
 Nepi Rockcastle NV (NRP.NV) | 0.25% | 0.95% | 26.27% | - |
 Xiaomi (1810.HK) | 0.19% | 0% | 15.37% | 8/22/2022 |
 GE (GE) | 0.19% | 0% | 11.56% | 6/23/2022 |
 Intesa Sanpaolo (ISP.MI) | 0.17% | 0.67% | 24.26% | - |
 Segro (SGRO.L) | 0.16% | 0.65% | 25.87% | - |
 Deere (DE) | 0.14% | 0% | 37.23% | 8/8/2025 |
 Netflix (NFLX) | 0.14% | 0% | 41.71% | 10/16/2023 |
 Energy Transfer (ET) | 0.1% | 0% | 11.56% | 6/23/2022 |
 Twilio (TWLO) | 0.05% | 0% | 16.51% | 9/13/2022 |
 Vodafone (VOD) | 0.04% | 0% | 15.91% | 2/9/2024 |
 AT&T (T) | 0.04% | 0% | 15.91% | 2/9/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.02% | 0% | 1.87% | 2/6/2026 |
 Paychex (PAYX) | 0.01% | 0.68% | 2.01% | - |
 Gentex (GNTX) | 0.01% | 0.56% | 2.01% | - |
 Nemetschek (NEM.DE) | 0.01% | 0.62% | 1.74% | - |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 2.01% | 1/9/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 33.02% | 40.2% |
| Alphabet (GOOG) | 3.98% | 7.94% |
| Microsoft (MSFT) | 5.17% | 6.29% |
| Amundi CAC 40 (GC40.DE) | 8.03% | 4.98% |
| Vanguard FTSE Europe ETF (VGK) | 6.47% | 4.69% |
| NVIDIA (NVDA) | 1.02% | 4.63% |
| Costco (COST) | 4.07% | 4.23% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 5.17% | 3.61% |
| Vanguard S&P 500 ETF (VOO) | 2.27% | 2.45% |
| Visa (V) | 1.87% | 1.96% |
| Mastercard (MA) | 1.62% | 1.94% |
| iShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE) | 3.05% | 1.68% |
| Air Liquide (AI.PA) | 2.58% | 1.66% |
| Unilever (ULVR.L) | 3.34% | 1.61% |
| Airbus (AIR.PA) | 1.23% | 1.42% |
| Amazon (AMZN) | 2.05% | 1.38% |
| iShares Core EURO STOXX 50 ETF (CSX5.L) | 2.55% | 1.31% |
| iShares Core MSCI Europe ETF (IEUR) | 1.98% | 1.26% |
| E.ON (EOAN.DE) | 1.58% | 1.22% |
| Procter & Gamble (PG) | 2.25% | 1.22% |
| Nepi Rockcastle NV (NRP.NV) | 2.04% | 0.97% |
| FedEx (FDX) | 1.07% | 0.92% |
| Intesa Sanpaolo (ISP.MI) | 1.27% | 0.76% |
| Segro (SGRO.L) | 1.27% | 0.6% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.09% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.