Loading...
Portfolio Diversification
Range
Most Diversified
18 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12.3 instruments
Most Consistent Holdings
Top 5
AAPL99.33%
GOOG99.33%
MSFT99.33%
MA99.33%
NVDA99.33%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 21.76% | 21.52% | 99.33% | - |
 State Street SPDR S&P 500 ETF (SPY) | 18.93% | 19.99% | 99.33% | - |
| Apple (AAPL) | 9.06% | 6.47% | 99.33% | - |
| NVIDIA (NVDA) | 7.97% | 13.83% | 99.33% | - |
 Invesco QQQ (QQQ) | 4.76% | 10.67% | 99.33% | - |
 Skyworks (SWKS) | 2.33% | 0% | 36.76% | 9/25/2023 |
 State Street Technology Select Sector SPDR ETF (XLK) | 1.88% | 5.24% | 58.13% | - |
| Mastercard (MA) | 1.54% | 1.43% | 99.33% | - |
| Alphabet (GOOG) | 1.31% | 2.74% | 99.33% | - |
 Disney (DIS) | 1.06% | 0% | 33.72% | 8/3/2023 |
 Fortinet (FTNT) | 1% | 0% | 39.26% | 11/6/2023 |
 Adobe (ADBE) | 0.72% | 0% | 38.59% | 10/26/2023 |
 Netflix (NFLX) | 0.61% | 1.93% | 32.32% | - |
 Marvell (MRVL) | 0.38% | 0% | 32.87% | 7/20/2023 |
 TSMC (TSM) | 0.36% | 1.48% | 30.68% | - |
 ASML (ASML) | 0.35% | 1.45% | 33.84% | - |
 Visa (V) | 0.33% | 0.48% | 65.61% | - |
 Qualcomm (QCOM) | 0.29% | 0% | 29.52% | 5/26/2023 |
 Block Inc. (XYZ) | 0.24% | 0% | 25.75% | 3/24/2023 |
 Meta (META) | 0.11% | 0% | 19.48% | 12/6/2022 |
 Palantir (PLTR) | 0.09% | 0% | 19.48% | 12/6/2022 |
 Nano Dimension (NNDM) | 0.07% | 0% | 19.48% | 12/6/2022 |
 Twilio (TWLO) | 0.06% | 0% | 19.48% | 12/6/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 16.11% | 22.2% |
| State Street SPDR S&P 500 ETF (SPY) | 16.38% | 19.41% |
| NVIDIA (NVDA) | 4.09% | 13.65% |
| Invesco QQQ (QQQ) | 13.45% | 10.14% |
| State Street Technology Select Sector SPDR ETF (XLK) | 5.85% | 4.59% |
| Apple (AAPL) | 2.34% | 3.26% |
| Alphabet (GOOG) | 1.75% | 2.57% |
| Netflix (NFLX) | 3.51% | 1.98% |
| Mastercard (MA) | 1.75% | 1.52% |
| TSMC (TSM) | 1.17% | 1.18% |
| ASML (ASML) | 1.17% | 1.01% |
| Visa (V) | 0.58% | 0.49% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.