Loading...
Portfolio Diversification
Range
Most Diversified
17 instruments
October 9, 2025
Least Diversified
0 instruments
September 11, 2022
Average
9.2 instruments
Most Consistent Holdings
Top 5
NVDA95.85%
PG83.97%
LCID76.57%
VOO74.5%
AAPL70.63%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 11, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 39.86% | 1.1% | 95.85% | - |
| Vanguard S&P 500 ETF (VOO) | 35.09% | 72.08% | 74.5% | - |
 Realty Income (O) | 4.56% | 0% | 64.55% | 4/23/2026 |
| Procter & Gamble (PG) | 3.32% | 0% | 83.97% | 4/23/2026 |
 Tesla (TSLA) | 3.14% | 0% | 68.62% | 4/23/2026 |
| Apple (AAPL) | 2.73% | 0% | 70.63% | 4/23/2026 |
 Alphabet (GOOG) | 2.45% | 0% | 66.69% | 4/23/2026 |
 Meta (META) | 1.84% | 0% | 47.75% | 4/23/2026 |
 Invesco QQQ (QQQ) | 1.22% | 0% | 43.75% | 4/23/2026 |
 Space Exploration Technologies Corp (SPCX) | 0.97% | 18.36% | 6.57% | - |
 Microsoft (MSFT) | 0.58% | 0% | 22.25% | 4/23/2026 |
 Klarna Group plc (KLAR) | 0.57% | 3.26% | 25.02% | - |
 Sony (SONY) | 0.57% | 0% | 66.69% | 4/23/2026 |
 Raytheon (RTX) | 0.53% | 0% | 37.46% | 4/23/2026 |
| Lucid (LCID) | 0.39% | 0.07% | 76.57% | - |
 AMD (AMD) | 0.36% | 0% | 22.25% | 4/23/2026 |
 MicroStrategy (MSTR) | 0.13% | 0% | 18.18% | 4/23/2026 |
 Moderna (MRNA) | 0.09% | 5.07% | 2.07% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.05% | 0% | 0.28% | 6/30/2023 |
 Sony Financial Group Inc (SFGYY) | 0.01% | 0.05% | 23.29% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 46.31% | 45.92% |
| NVIDIA (NVDA) | 26.7% | 28.87% |
| Meta (META) | 3.86% | 3.57% |
| Apple (AAPL) | 3.16% | 3.33% |
| Realty Income (O) | 3.59% | 3% |
| Alphabet (GOOG) | 1.8% | 2.96% |
| Microsoft (MSFT) | 2.71% | 2.29% |
| Invesco QQQ (QQQ) | 2.06% | 2.18% |
| Tesla (TSLA) | 1.28% | 1.71% |
| AMD (AMD) | 1.35% | 1.65% |
| Raytheon (RTX) | 1.35% | 1.53% |
| Klarna Group plc (KLAR) | 2.86% | 1.43% |
| Procter & Gamble (PG) | 0.81% | 0.62% |
| MicroStrategy (MSTR) | 1.47% | 0.45% |
| Sony (SONY) | 0.22% | 0.27% |
| Lucid (LCID) | 0.27% | 0.04% |
| Sony Financial Group Inc (SFGYY) | 0% | 0.01% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.