Loading...
Portfolio Diversification
Range
Most Diversified
14 instruments
February 8, 2022
Least Diversified
0 instruments
February 2, 2025
Average
10.8 instruments
Most Consistent Holdings
Top 5
AAPL99.42%
DGRO98.67%
ABBV97.16%
TLX.DE89.97%
GOOG89.73%
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 |
|---|---|---|---|---|
| Talanx (TLX.DE) | 6.99% | 0% | 89.97% | 6/18/2026 |
| Apple (AAPL) | 5.94% | 7.8% | 99.42% | - |
 Costco (COST) | 5.87% | 0% | 88.98% | 6/12/2026 |
| AbbVie (ABBV) | 5.66% | 7.06% | 97.16% | - |
| iShares Core Dividend Growth ETF (DGRO) | 5.28% | 5.61% | 98.67% | - |
| Alphabet (GOOG) | 5% | 0% | 89.73% | 6/12/2026 |
 GEA (G1A.DE) | 4.33% | 0% | 88.69% | 5/4/2026 |
 Home Depot (HD) | 3.99% | 0% | 87.53% | 5/4/2026 |
 Microsoft (MSFT) | 3.7% | 8.63% | 46.46% | - |
 Rheinmetall (RHM.DE) | 3.46% | 0% | 31.55% | 3/27/2026 |
 Thermo Fisher (TMO) | 3.13% | 0% | 64.62% | 3/31/2025 |
 Amazon (AMZN) | 2.78% | 15.02% | 45.3% | - |
 McDonald's (MCD) | 1.62% | 3.89% | 41.13% | - |
 E.ON (EOAN.DE) | 0.64% | 0% | 14.04% | 9/28/2022 |
 Airbus (AIR.PA) | 0.62% | 8.33% | 7.13% | - |
 Berkshire Hathaway (BRK.B) | 0.51% | 7.93% | 6.79% | - |
 Leonardo (LDO.MI) | 0.46% | 3.01% | 13.57% | - |
 Siemens (SIE.DE) | 0.45% | 4.33% | 9.51% | - |
 Wells Fargo (WFC) | 0.45% | 0% | 7.6% | 5/12/2022 |
 SAP (SAP.DE) | 0.44% | 0% | 8.41% | 4/22/2025 |
 Bilfinger (GBF.DE) | 0.43% | 2.03% | 13.57% | - |
 Deutsche Post (DHL.DE) | 0.29% | 0% | 6.44% | 5/9/2022 |
 Allianz (ALV.DE) | 0.28% | 3.88% | 7.13% | - |
 Johnson & Johnson (JNJ) | 0.27% | 3.98% | 6.79% | - |
 Mercedes-Benz (MBG.DE) | 0.11% | 0% | 2.26% | 2/8/2022 |
 Tesla (TSLA) | 0.11% | 0% | 2.2% | 2/7/2022 |
 Kunlun Energy (00135.HK) | 0.1% | 0% | 2.26% | 2/8/2022 |
 BioNTech SE (BNTX) | 0.09% | 0% | 2.2% | 2/7/2022 |
 Straumann (STMN.ZU) | 0.07% | 0% | 1.1% | 1/19/2022 |
 Walmart (WMT) | 0.03% | 4% | 0.87% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rheinmetall (RHM.DE) | 5.31% | 12% |
| Talanx (TLX.DE) | 5.31% | 10.12% |
| Microsoft (MSFT) | 10.62% | 8.24% |
| Alphabet (GOOG) | 5.31% | 8.22% |
| Apple (AAPL) | 5.31% | 6.26% |
| Costco (COST) | 5.31% | 6.1% |
| AbbVie (ABBV) | 5.31% | 5.89% |
| iShares Core Dividend Growth ETF (DGRO) | 5.31% | 4.97% |
| GEA (G1A.DE) | 5.31% | 4.92% |
| Amazon (AMZN) | 5.31% | 4.41% |
| McDonald's (MCD) | 5.31% | 3.74% |
| Home Depot (HD) | 5.31% | 3.53% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.