Loading...
Portfolio Diversification
Range
Most Diversified
25 instruments
August 19, 2023
Least Diversified
0 instruments
February 2, 2025
Average
20.1 instruments
Most Consistent Holdings
Top 5
MSFT98.9%
JPM98.9%
ETH98.9%
AMZN98.84%
BRK.B98.84%
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 |
|---|---|---|---|---|
 UnitedHealth (UNH) | 8.01% | 10.63% | 98.49% | - |
| Berkshire Hathaway (BRK.B) | 7.15% | 4.09% | 98.84% | - |
 NVIDIA (NVDA) | 6.75% | 8.85% | 98.2% | - |
| Microsoft (MSFT) | 6.74% | 15.72% | 98.9% | - |
| Amazon (AMZN) | 6.42% | 7.35% | 98.84% | - |
| JPMorgan (JPM) | 5.86% | 5.05% | 98.9% | - |
 Tesla (TSLA) | 4.56% | 0% | 83.23% | 2/5/2026 |
 Alphabet (GOOGL) | 4.27% | 5.37% | 76.55% | - |
 BJ's (BJ) | 4.2% | 5.53% | 98.84% | - |
 Goldman Sachs (GS) | 3.76% | 0% | 85.43% | 2/20/2026 |
 ExxonMobil (XOM) | 3.46% | 0% | 65.29% | 3/4/2025 |
 Deere (DE) | 3.43% | 0% | 61.4% | 2/24/2025 |
 Solana (SOL) | 3.22% | 1.97% | 98.84% | - |
 Walmart (WMT) | 3.12% | 0% | 87.99% | 4/6/2026 |
 AMD (AMD) | 3.12% | 12.84% | 33.49% | - |
 Apollo (APO) | 3.03% | 0% | 74.7% | 8/13/2025 |
| Ethereum (ETH) | 2.71% | 1.53% | 98.84% | - |
 LVMH (MC.PA) | 2.53% | 0% | 65% | 2/27/2025 |
 Bank of America (BAC) | 2.29% | 0% | 63.78% | 2/6/2025 |
 Vanguard S&P 500 ETF (VOO) | 2.16% | 0% | 52.99% | 8/2/2024 |
 Novo-Nordisk (NVO) | 2.07% | 8.03% | 24.14% | - |
 Rivian (RIVN) | 1.62% | 1% | 98.84% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 1.34% | 0% | 51.77% | 7/12/2024 |
 BlackStone (BX) | 0.94% | 0% | 27.74% | 1/16/2024 |
 Meta (META) | 0.82% | 0% | 29.72% | 9/22/2025 |
 Netflix (NFLX) | 0.77% | 6.28% | 14.22% | - |
 eToro Group LTD (ETOR) | 0.73% | 2.43% | 28.38% | - |
 Dow (DOW) | 0.69% | 0% | 32.56% | 12/28/2023 |
 Cardano (ADA) | 0.34% | 0% | 41.56% | 1/16/2024 |
 Estee Lauder (EL) | 0.33% | 0% | 8.71% | 1/19/2024 |
 Crowdstrike (CRWD) | 0.2% | 0% | 8.13% | 7/23/2025 |
 General Mills (GIS) | 0.07% | 0% | 4.06% | 3/8/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.07% | 3.34% | 3.54% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| UnitedHealth (UNH) | 15.53% | 9.62% |
| Alphabet (GOOGL) | 6.04% | 9.11% |
| Novo-Nordisk (NVO) | 12.26% | 8.55% |
| Amazon (AMZN) | 8.82% | 8.36% |
| AMD (AMD) | 5.3% | 8.1% |
| NVIDIA (NVDA) | 2.02% | 7.47% |
| Microsoft (MSFT) | 7.14% | 6.62% |
| JPMorgan (JPM) | 4.63% | 6.34% |
| BJ's (BJ) | 8.76% | 6.32% |
| Goldman Sachs (GS) | 4.37% | 5.69% |
| Walmart (WMT) | 4.03% | 5.06% |
| Berkshire Hathaway (BRK.B) | 4.41% | 4.96% |
| Tesla (TSLA) | 1.54% | 3.02% |
| Solana (SOL) | 3.59% | 2.9% |
| Ethereum (ETH) | 3.12% | 2.36% |
| eToro Group LTD (ETOR) | 4.26% | 2.28% |
| Rivian (RIVN) | 2.53% | 2.06% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.