Loading...
Portfolio Diversification
Range
Most Diversified
18 instruments
April 27, 2024
Least Diversified
0 instruments
April 4, 2026
Average
13.6 instruments
Most Consistent Holdings
Top 5
GOOG99.53%
BABA99.46%
KHC71.12%
OHI69.88%
DIS66.85%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 16.69% | 7.36% | 99.53% | - |
| Alibaba (BABA) | 10.21% | 4.11% | 99.46% | - |
 BAT (BATS.L) | 7.59% | 0% | 57.38% | 7/29/2025 |
| Kraft Heinz (KHC) | 6% | 8.47% | 71.12% | - |
| Omega Healthcare (OHI) | 5.9% | 0% | 69.88% | 7/1/2025 |
 Realty Income (O) | 4.45% | 0% | 60.56% | 2/5/2026 |
 IIPR (IIPR) | 3.47% | 8.99% | 36.34% | - |
 Repsol (REP.MC) | 3.28% | 0% | 50.62% | 2/20/2026 |
 UNFI (UNFI) | 3.12% | 0% | 47.98% | 11/25/2024 |
 CVS Health (CVS) | 3.06% | 0% | 33.31% | 7/1/2025 |
| Disney (DIS) | 3.02% | 0% | 66.85% | 5/21/2025 |
 LVMH (MC.PA) | 2.99% | 4.73% | 29.35% | - |
 Molson Coors (TAP) | 2.5% | 2.55% | 51.24% | - |
 Meta (META) | 2.31% | 0% | 13.04% | 6/21/2023 |
 Diageo (DGE.L) | 2.21% | 6.62% | 29.43% | - |
 Tesla (TSLA) | 2.09% | 0% | 20.73% | 12/4/2024 |
 Apple (AAPL) | 1.98% | 0% | 37.58% | 5/7/2024 |
 LyondellBasell (LYB) | 1.81% | 0% | 19.72% | 3/13/2026 |
 Intel (INTC) | 1.59% | 0% | 13.04% | 6/21/2023 |
 BOGG (BGEO.L) | 1.44% | 0% | 32.14% | 5/3/2024 |
 Novo-Nordisk (NVO) | 1.32% | 7.86% | 18.09% | - |
 Amazon (AMZN) | 1.27% | 0% | 18.25% | 8/28/2023 |
 Viscofan (VIS.MC) | 1.21% | 3.55% | 21.04% | - |
 GEO (GEO) | 0.99% | 0% | 49.77% | 12/18/2024 |
 Johnson & Johnson (JNJ) | 0.97% | 0% | 41.61% | 10/16/2025 |
 Starbucks (SBUX) | 0.84% | 0% | 11.57% | 9/23/2024 |
 PayPal (PYPL) | 0.82% | 5.85% | 12.66% | - |
 HP (HPQ) | 0.67% | 0% | 45.5% | 9/23/2024 |
 Robert Half (RHI) | 0.65% | 6.55% | 11.34% | - |
 Wolters Kluwer (WKL.NV) | 0.65% | 10.98% | 9.7% | - |
 Vanguard Total World Stock ETF (VT.US) | 0.54% | 0% | 2.48% | 2/3/2023 |
 Hims & Hers (HIMS) | 0.52% | 4.25% | 13.74% | - |
 Bayer (BAYN.DE) | 0.41% | 0% | 17.31% | 7/29/2025 |
 Uber (UBER) | 0.37% | 6.3% | 9.7% | - |
 Brookfield (BAM) | 0.35% | 4.29% | 12.34% | - |
 Alexandria (ARE) | 0.18% | 2.49% | 6.29% | - |
 Logista (LOG.MC) | 0.18% | 0% | 26.94% | 2/6/2026 |
 Cardano (ADA) | 0.16% | 0% | 6.83% | 4/1/2023 |
 Comcast (CMCSA) | 0.14% | 2.98% | 6.21% | - |
 Iberdrola (IBE.MC) | 0.14% | 0% | 32.53% | 7/2/2025 |
 Adidas (ADS.DE) | 0.13% | 0% | 3.34% | 2/14/2023 |
 Terra Classic (LUNC) | 0.13% | 0% | 6.68% | 3/30/2023 |
 3M (MMM) | 0.12% | 0% | 1.71% | 4/30/2024 |
 Berkshire Hathaway (BRK.B) | 0.12% | 0% | 3.73% | 3/31/2023 |
 Stellar (XLM) | 0.07% | 0% | 6.83% | 4/1/2023 |
 Polestar (PSNY) | 0.04% | 0% | 26.63% | 4/3/2025 |
 CME Group (CME) | 0.03% | 1.99% | 1.63% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| IIPR (IIPR) | 14.16% | 12.04% |
| Alphabet (GOOG) | 4.88% | 11.88% |
| LyondellBasell (LYB) | 14.53% | 11.69% |
| LVMH (MC.PA) | 9.74% | 11.33% |
| Kraft Heinz (KHC) | 13.45% | 9.62% |
| Diageo (DGE.L) | 11.04% | 8.89% |
| Repsol (REP.MC) | 5% | 6.36% |
| Viscofan (VIS.MC) | 6.82% | 6.08% |
| Alibaba (BABA) | 3.25% | 5.82% |
| Molson Coors (TAP) | 6.34% | 5.26% |
| Novo-Nordisk (NVO) | 4.95% | 4.96% |
| Realty Income (O) | 4.95% | 4.67% |
| Logista (LOG.MC) | 0.53% | 0.47% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.