Loading...
Portfolio Diversification
Range
Most Diversified
20 instruments
September 11, 2026
Least Diversified
0 instruments
April 4, 2026
Average
13.9 instruments
Most Consistent Holdings
Top 5
GOOG99.42%
BABA99.34%
KHC72.74%
OHI65.6%
DIS62.76%
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) | 16.07% | 6.55% | 99.42% | - |
| Alibaba (BABA) | 9.81% | 3.41% | 99.34% | - |
 BAT (BATS.L) | 7.13% | 0% | 53.86% | 7/29/2025 |
| Kraft Heinz (KHC) | 6.09% | 6.51% | 72.74% | - |
| Omega Healthcare (OHI) | 5.54% | 0% | 65.6% | 7/1/2025 |
 Realty Income (O) | 4.17% | 0% | 56.85% | 2/5/2026 |
 IIPR (IIPR) | 3.7% | 6.5% | 40.09% | - |
 LVMH (MC.PA) | 3.14% | 6.67% | 33.53% | - |
 Repsol (REP.MC) | 3.08% | 0% | 47.52% | 2/20/2026 |
 UNFI (UNFI) | 2.93% | 0% | 45.04% | 11/25/2024 |
 CVS Health (CVS) | 2.87% | 0% | 31.27% | 7/1/2025 |
| Disney (DIS) | 2.84% | 0% | 62.76% | 5/21/2025 |
 Molson Coors (TAP) | 2.49% | 2.12% | 54.08% | - |
 Diageo (DGE.L) | 2.47% | 6.37% | 33.6% | - |
 Meta (META) | 2.17% | 0% | 12.24% | 6/21/2023 |
 Tesla (TSLA) | 1.97% | 0% | 19.46% | 12/4/2024 |
 Apple (AAPL) | 1.86% | 0% | 35.28% | 5/7/2024 |
 LyondellBasell (LYB) | 1.7% | 0% | 18.51% | 3/13/2026 |
 Novo-Nordisk (NVO) | 1.63% | 5.36% | 22.96% | - |
 Intel (INTC) | 1.5% | 0% | 12.24% | 6/21/2023 |
 BOGG (BGEO.L) | 1.35% | 0% | 30.17% | 5/3/2024 |
 Viscofan (VIS.MC) | 1.33% | 2.99% | 25.73% | - |
 Wolters Kluwer (WKL.NV) | 1.31% | 12.64% | 15.09% | - |
 Amazon (AMZN) | 1.2% | 0% | 17.13% | 8/28/2023 |
 PayPal (PYPL) | 1.1% | 5.2% | 17.86% | - |
 Robert Half (RHI) | 0.96% | 4.9% | 16.62% | - |
 GEO (GEO) | 0.93% | 0% | 46.72% | 12/18/2024 |
 Johnson & Johnson (JNJ) | 0.91% | 0% | 39.07% | 10/16/2025 |
 Starbucks (SBUX) | 0.79% | 0% | 10.86% | 9/23/2024 |
 Uber (UBER) | 0.74% | 6.33% | 15.09% | - |
 Hims & Hers (HIMS) | 0.7% | 3.41% | 18.88% | - |
 HP (HPQ) | 0.63% | 0% | 42.71% | 9/23/2024 |
 Brookfield (BAM) | 0.6% | 5.37% | 17.57% | - |
 Vanguard Total World Stock ETF (VT.US) | 0.51% | 0% | 2.33% | 2/3/2023 |
 Alexandria (ARE) | 0.39% | 3.55% | 11.88% | - |
 Bayer (BAYN.DE) | 0.39% | 0% | 16.25% | 7/29/2025 |
 Comcast (CMCSA) | 0.3% | 2.32% | 11.81% | - |
 Logista (LOG.MC) | 0.17% | 0% | 25.29% | 2/6/2026 |
 CME Group (CME) | 0.16% | 2.06% | 7.51% | - |
 Cardano (ADA) | 0.15% | 0% | 6.41% | 4/1/2023 |
 VICI Properties (VICI) | 0.15% | 5.95% | 2.99% | - |
 Iberdrola (IBE.MC) | 0.13% | 0% | 30.54% | 7/2/2025 |
 Adidas (ADS.DE) | 0.12% | 0% | 3.13% | 2/14/2023 |
 Terra Classic (LUNC) | 0.12% | 0% | 6.27% | 3/30/2023 |
 3M (MMM) | 0.12% | 0% | 1.6% | 4/30/2024 |
 Berkshire Hathaway (BRK.B) | 0.11% | 0% | 3.5% | 3/31/2023 |
 Stellar (XLM) | 0.06% | 0% | 6.41% | 4/1/2023 |
 Nike (NKE) | 0.05% | 2.36% | 2.41% | - |
 Polestar (PSNY) | 0.03% | 0% | 25% | 4/3/2025 |
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.