Loading...
Portfolio Diversification
Range
Most Diversified
20 instruments
January 4, 2024
Least Diversified
9 instruments
June 21, 2025
Average
13.1 instruments
Most Consistent Holdings
Top 5
HTZWW100%
NVDA100%
ORGN100%
MSFT100%
HTZ100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 32.67% | 31.58% | 100% | - |
| Microsoft (MSFT) | 8.08% | 7.33% | 100% | - |
 Nu (NU) | 7.85% | 0% | 51.89% | 2/18/2025 |
 Apple (AAPL) | 4.55% | 0% | 62.47% | 10/10/2025 |
 JPMorgan (JPM) | 3.52% | 6.7% | 69.77% | - |
 Berkshire Hathaway (BRK.B) | 3.12% | 0% | 31.99% | 7/30/2025 |
 Tesla (TSLA) | 2.87% | 5.35% | 43.7% | - |
 Capital One (COF) | 2.51% | 0% | 27.2% | 8/5/2024 |
 Bitcoin (BTC) | 2.16% | 13.79% | 24.43% | - |
 Novo-Nordisk (NVO) | 2.02% | 0% | 34.26% | 12/20/2024 |
 Disney (DIS) | 1.53% | 0% | 27.2% | 8/5/2024 |
 Costco (COST) | 1.44% | 0% | 30.48% | 6/20/2025 |
| Hertz (HTZWW) | 1.4% | 0.99% | 100% | - |
 Alphabet (GOOG) | 1.38% | 0% | 29.6% | 8/25/2025 |
 Chubb (CB) | 1.32% | 0% | 28.84% | 1/3/2025 |
| Hertz (HTZ) | 1.3% | 1.15% | 100% | - |
 UnitedHealth (UNH) | 1.3% | 0% | 19.52% | 1/27/2026 |
 Qualcomm (QCOM) | 1.19% | 1.32% | 77.83% | - |
 American Express (AXP) | 1.04% | 5.12% | 19.65% | - |
 XRP (XRP) | 1.01% | 4.27% | 25.82% | - |
 Amazon (AMZN) | 0.94% | 0% | 9.07% | 9/13/2024 |
 Nike (NKE) | 0.92% | 0% | 8.94% | 10/9/2025 |
 Palantir (PLTR) | 0.71% | 3.68% | 14.86% | - |
 Airbnb (ABNB) | 0.54% | 0% | 17.25% | 5/17/2024 |
 Constellation Brands (STZ) | 0.54% | 0% | 6.93% | 8/26/2025 |
 Meta (META) | 0.53% | 4.07% | 13.85% | - |
| Origin Materials (ORGN) | 0.51% | 0.12% | 100% | - |
 Citi (C) | 0.44% | 0% | 10.45% | 5/7/2024 |
 Ulta (ULTA) | 0.36% | 0% | 8.31% | 10/21/2024 |
 Ventas (VTR) | 0.34% | 0% | 18.89% | 6/3/2024 |
 IQVIA (IQV) | 0.31% | 0% | 10.96% | 8/5/2024 |
 HEICO (HEI.A) | 0.15% | 0% | 15.62% | 12/18/2024 |
 Domino's (DPZ) | 0.13% | 0% | 4.16% | 2/2/2024 |
 Netflix (NFLX.RTH) | 0.13% | 0% | 7.93% | 3/2/2026 |
 Netflix (NFLX) | 0.1% | 2.26% | 5.54% | - |
 Dogecoin (DOGE) | 0.08% | 0% | 39.55% | 11/12/2024 |
 Coinbase (COIN) | 0.07% | 4.52% | 2.77% | - |
 Entegris (ENTG) | 0.05% | 0% | 3.27% | 1/26/2024 |
 GEO (GEO) | 0% | 0% | 3.02% | 1/24/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 14.2% | 33.46% |
| Bitcoin (BTC) | 15.35% | 11.9% |
| American Express (AXP) | 6.15% | 5.73% |
| UnitedHealth (UNH) | 6.15% | 5.7% |
| XRP (XRP) | 8.19% | 5.25% |
| JPMorgan (JPM) | 4.52% | 4.92% |
| Microsoft (MSFT) | 4.12% | 4.08% |
| Meta (META) | 4.1% | 3.8% |
| Netflix (NFLX.RTH) | 2.05% | 1.74% |
| Qualcomm (QCOM) | 2.05% | 1.52% |
| Hertz (HTZ) | 3.28% | 1.31% |
| Hertz (HTZWW) | 5.33% | 1.15% |
| Origin Materials (ORGN) | 1.85% | 0.14% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.