Loading...
Portfolio Diversification
Range
Most Diversified
6 instruments
January 6, 2022
Least Diversified
0 instruments
May 10, 2022
Average
3.5 instruments
Most Consistent Holdings
Top 5
AAPL83.59%
MSFT76.57%
ACWI76.57%
VOO76.57%
ULVR.L7.37%
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 |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 21.24% | 27% | 76.57% | - |
| iShares MSCI ACWI Index Fund (ACWI) | 20.07% | 25.08% | 76.57% | - |
| Apple (AAPL) | 17.23% | 22.26% | 83.59% | - |
| Microsoft (MSFT) | 16.26% | 20.62% | 76.57% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.42% | 0% | 7.08% | 5/9/2022 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.96% | 0% | 7.37% | 5/9/2022 |
 Realty Income (O) | 0.89% | 0% | 7.37% | 5/9/2022 |
| Unilever (ULVR.L) | 0.82% | 0% | 7.37% | 5/9/2022 |
 Omega Healthcare (OHI) | 0.82% | 0% | 7.37% | 5/9/2022 |
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) | 27.32% | 27.82% |
| iShares MSCI ACWI Index Fund (ACWI) | 27.32% | 25.91% |
| Microsoft (MSFT) | 18.21% | 20.87% |
| Apple (AAPL) | 18.21% | 20.05% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.