Loading...
Portfolio Diversification
Range
Most Diversified
12 instruments
September 27, 2022
Least Diversified
7 instruments
April 1, 2025
Average
10 instruments
Most Consistent Holdings
Top 5
GOOG100%
AMGN100%
PGR100%
TMO100%
BRK.B82.8%
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 |
|---|---|---|---|---|
| Progressive (PGR) | 15.95% | 18.66% | 100% | - |
| Alphabet (GOOG) | 13.66% | 29.91% | 100% | - |
| Amgen (AMGN) | 10.37% | 10.91% | 100% | - |
| Thermo Fisher (TMO) | 7.7% | 9.88% | 100% | - |
 Biogen (BIIB) | 7.37% | 0% | 42.03% | 10/20/2023 |
 McDonald's (MCD) | 7.36% | 12.9% | 57.97% | - |
 Alibaba (BABA) | 6.06% | 0% | 70.88% | 1/10/2025 |
| Berkshire Hathaway (BRK.B) | 5.1% | 9.82% | 82.8% | - |
 Intel (INTC) | 4.74% | 0% | 71.62% | 1/7/2025 |
 Coca-Cola (KO) | 4.46% | 7.59% | 57.97% | - |
 PayPal (PYPL) | 3.86% | 0% | 74.5% | 3/31/2025 |
 Pfizer (PFE) | 3.71% | 0% | 73.43% | 2/3/2025 |
 Emergent BioSolutions (EBS) | 1.4% | 0% | 36.01% | 7/18/2023 |
 Bitcoin (BTC) | 0.16% | 0% | 23.69% | 1/12/2023 |
 Nike (NKE) | 0.13% | 0% | 13.59% | 1/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 21.57% | 31.26% |
| Progressive (PGR) | 9.88% | 15.59% |
| McDonald's (MCD) | 16.51% | 11.93% |
| Thermo Fisher (TMO) | 14.28% | 11.32% |
| Berkshire Hathaway (BRK.B) | 12.14% | 9.82% |
| Amgen (AMGN) | 10.89% | 9.59% |
| Coca-Cola (KO) | 8.74% | 6.83% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.