Loading...
Portfolio Diversification
Range
Most Diversified
15 instruments
March 28, 2024
Least Diversified
0 instruments
February 2, 2025
Average
13.9 instruments
Most Consistent Holdings
Top 5
MSFT99.74%
TSLA99.74%
NEE99.74%
QQQ99.74%
DGRO99.74%
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 |
|---|---|---|---|---|
| Tesla (TSLA) | 25.39% | 26.11% | 99.74% | - |
 Bitcoin (BTC) | 17.23% | 17.02% | 99.74% | - |
 iShares Core S&P 500 ETF (IVV) | 6.99% | 11.36% | 94.01% | - |
| Microsoft (MSFT) | 5.97% | 4.58% | 99.74% | - |
 MicroStrategy (MSTR) | 5.97% | 4.96% | 99.74% | - |
 iShares Semiconductor ETF (SOXX) | 5.67% | 7.35% | 99.74% | - |
| Invesco QQQ (QQQ) | 5.51% | 5.73% | 99.74% | - |
| iShares Core Dividend Growth ETF (DGRO) | 5.5% | 5.02% | 99.74% | - |
 Schwab US Dividend Equity ETF (SCHD) | 4.89% | 4.19% | 99.67% | - |
 Lockheed Martin (LMT) | 4.33% | 4.05% | 99.61% | - |
| NextEra (NEE) | 4.28% | 3.81% | 99.74% | - |
 iShares Core MSCI Europe ETF (IEUR) | 4.05% | 3.74% | 99.74% | - |
 iShares Core MSCI Total International Stock ETF (IXUS) | 2.18% | 0% | 69.52% | 12/24/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.26% | 1.9% | 99.67% | - |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.38% | 0% | 5.73% | 1/9/2023 |
 ARK 21Shares Bitcoin ETF (ARKB) | 0.04% | 0% | 13.76% | 10/24/2024 |
 GameStop (GME) | 0.01% | 0% | 9.22% | 8/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 6.27% | 28.3% |
| Bitcoin (BTC) | 5.79% | 19.69% |
| iShares Core S&P 500 ETF (IVV) | 20.78% | 10.71% |
| iShares Semiconductor ETF (SOXX) | 7.47% | 6.07% |
| Invesco QQQ (QQQ) | 7.42% | 5.49% |
| MicroStrategy (MSTR) | 5.85% | 5.43% |
| Microsoft (MSFT) | 7.42% | 5.37% |
| iShares Core Dividend Growth ETF (DGRO) | 7.42% | 4.48% |
| iShares Core MSCI Europe ETF (IEUR) | 7.42% | 3.41% |
| Schwab US Dividend Equity ETF (SCHD) | 7.42% | 3.38% |
| NextEra (NEE) | 7.42% | 2.99% |
| Lockheed Martin (LMT) | 5.56% | 2.93% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 3.71% | 1.67% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.