Loading...
Portfolio Diversification
Range
Most Diversified
20 instruments
January 4, 2024
Least Diversified
0 instruments
April 4, 2026
Average
13.3 instruments
Most Consistent Holdings
Top 5
HTZWW99.12%
NVDA99.12%
ORGN99.12%
MSFT99.12%
HTZ99.12%
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) | 33.16% | 36.16% | 99.12% | - |
| Microsoft (MSFT) | 7.92% | 8.96% | 99.12% | - |
 Nu (NU) | 6.09% | 0% | 40.23% | 2/18/2025 |
 JPMorgan (JPM) | 4.8% | 9.69% | 75.68% | - |
 Bitcoin (BTC) | 4.77% | 15.81% | 40.53% | - |
 Apple (AAPL) | 3.53% | 0% | 48.44% | 10/10/2025 |
 Tesla (TSLA) | 3.3% | 4.83% | 55.47% | - |
 Berkshire Hathaway (BRK.B) | 2.42% | 0% | 24.8% | 7/30/2025 |
 American Express (AXP) | 1.96% | 5.3% | 36.52% | - |
 Capital One (COF) | 1.95% | 0% | 21.09% | 8/5/2024 |
 XRP (XRP) | 1.64% | 3.93% | 41.6% | - |
 Novo-Nordisk (NVO) | 1.56% | 0% | 26.56% | 12/20/2024 |
 Palantir (PLTR) | 1.31% | 4.42% | 33.11% | - |
 Qualcomm (QCOM) | 1.28% | 1.61% | 81.64% | - |
| Hertz (HTZWW) | 1.28% | 0.43% | 99.12% | - |
 Meta (META) | 1.25% | 3.91% | 32.32% | - |
| Hertz (HTZ) | 1.22% | 0.59% | 99.12% | - |
 Disney (DIS) | 1.19% | 0% | 21.09% | 8/5/2024 |
 Costco (COST) | 1.12% | 0% | 23.63% | 6/20/2025 |
 Alphabet (GOOG) | 1.07% | 0% | 22.95% | 8/25/2025 |
 Chubb (CB) | 1.02% | 0% | 22.36% | 1/3/2025 |
 UnitedHealth (UNH) | 1.01% | 0% | 15.14% | 1/27/2026 |
 Coinbase (COIN) | 0.91% | 3.71% | 23.73% | - |
 Amazon (AMZN) | 0.73% | 0% | 7.03% | 9/13/2024 |
 Nike (NKE) | 0.71% | 0% | 6.93% | 10/9/2025 |
 Airbnb (ABNB) | 0.42% | 0% | 13.38% | 5/17/2024 |
 Constellation Brands (STZ) | 0.41% | 0% | 5.37% | 8/26/2025 |
| Origin Materials (ORGN) | 0.41% | 0.02% | 99.12% | - |
 Citi (C) | 0.34% | 0% | 8.11% | 5/7/2024 |
 Ulta (ULTA) | 0.28% | 0% | 6.45% | 10/21/2024 |
 Ventas (VTR) | 0.26% | 0% | 14.65% | 6/3/2024 |
 IQVIA (IQV) | 0.24% | 0% | 8.5% | 8/5/2024 |
 FREYR (TE) | 0.17% | 0.49% | 13.77% | - |
 Netflix (NFLX) | 0.17% | 0% | 8.11% | 4/17/2026 |
 HEICO (HEI.A) | 0.12% | 0% | 12.11% | 12/18/2024 |
 Domino's (DPZ) | 0.1% | 0% | 3.22% | 2/2/2024 |
 Netflix (NFLX.RTH) | 0.1% | 0% | 6.15% | 3/2/2026 |
 Dogecoin (DOGE) | 0.06% | 0% | 30.66% | 11/12/2024 |
 Entegris (ENTG) | 0.04% | 0% | 2.54% | 1/26/2024 |
 GEO (GEO) | 0% | 0% | 2.34% | 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.