Loading...
Portfolio Diversification
Range
Most Diversified
12 instruments
March 9, 2024
Least Diversified
0 instruments
October 12, 2023
Average
8.3 instruments
Most Consistent Holdings
Top 5
AMZN88.82%
SHIBxM86.14%
OXT85.87%
FET85.6%
TSM65.92%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 12, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 22.75% | 34.25% | 88.82% | - |
 NVIDIA (NVDA) | 21.72% | 0% | 31.93% | 12/17/2024 |
 Microsoft (MSFT) | 20.97% | 33.86% | 64.04% | - |
 Alphabet (GOOG) | 11.71% | 17.32% | 64.13% | - |
 Visa (V) | 5.11% | 9.4% | 58.32% | - |
 SPX500 Index (Non Expiry) (SPX500) | 3.89% | 0% | 20.21% | 6/12/2024 |
 JeppeKirkBonde | 2.93% | 0% | 11.09% | 2/14/2024 |
| TSMC (TSM) | 1.24% | 2.17% | 65.92% | - |
 Occidental (OXY) | 1.22% | 2.17% | 55.64% | - |
 Tesla (TSLA) | 0.88% | 0% | 14.13% | 5/1/2024 |
 Accenture (ACN) | 0.68% | 0% | 11.09% | 10/21/2024 |
| Orchid (OXT) | 0.65% | 0.08% | 85.87% | - |
 ServiceNow (NOW) | 0.6% | 0% | 22.63% | 12/5/2024 |
 Boeing (BA) | 0.51% | 0% | 19.95% | 1/28/2025 |
| Fetch.ai (FET) | 0.48% | 0.07% | 85.6% | - |
 IOTA (MIOTA) | 0.44% | 0% | 24.06% | 12/4/2024 |
| Shiba (in millions) (SHIBxM) | 0.41% | 0.11% | 86.14% | - |
 ChinaA50 Index (Non Expiry) (CHINA50) | 0.24% | 0% | 1.97% | 12/5/2023 |
 Vanguard Communication Services ETF (VOX) | 0.15% | 0% | 3.22% | 3/13/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.14% | 0% | 2.77% | 3/8/2024 |
 Ferrari (RACE) | 0.13% | 0% | 3.22% | 3/22/2024 |
 Synopsys (SNPS) | 0.09% | 0% | 2.24% | 3/11/2024 |
 Alibaba (BABA) | 0.09% | 0% | 1.43% | 12/1/2023 |
 Eli Lilly (LLY) | 0.04% | 0% | 2.24% | 3/11/2024 |
 Gold (Non Expiry) (GOLD) | 0.02% | 0% | 0.89% | 2/15/2024 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 2.06% | 3/11/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 34.85% | 33.19% |
| Microsoft (MSFT) | 33.66% | 32.94% |
| Alphabet (GOOG) | 14.05% | 20.97% |
| Visa (V) | 8.59% | 8.44% |
| TSMC (TSM) | 1.45% | 1.87% |
| Occidental (OXY) | 2.4% | 1.75% |
| Orchid (OXT) | 1.89% | 0.22% |
| Shiba (in millions) (SHIBxM) | 1.12% | 0.19% |
| Fetch.ai (FET) | 1.57% | 0.1% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.