Loading...
Portfolio Diversification
Range
Most Diversified
24 instruments
June 24, 2025
Least Diversified
0 instruments
April 4, 2026
Average
14.9 instruments
Most Consistent Holdings
Top 5
IBM99.83%
V99.83%
VALE99.83%
ACN99.83%
AMD99.83%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Visa (V) | 15.99% | 1.76% | 99.83% | - |
| AMD (AMD) | 15.57% | 8.68% | 99.83% | - |
| IBM (IBM) | 8.83% | 1.09% | 99.83% | - |
 Dell (DELL) | 8.15% | 3.11% | 99.83% | - |
| Accenture (ACN) | 5.38% | 0.48% | 99.83% | - |
 Coinbase (COIN) | 4.9% | 0.66% | 99.83% | - |
 Boeing (BA) | 4.6% | 0% | 76.25% | 7/11/2025 |
 Xiaomi (1810.HK) | 4.41% | 0% | 63.71% | 2/11/2025 |
 Ford (F) | 4.22% | 0% | 74.83% | 6/24/2025 |
| Vale (VALE) | 2.75% | 3.08% | 99.83% | - |
 Ethereum (ETH) | 2.44% | 1.45% | 36.45% | - |
 BYD (01211.HK) | 2.35% | 9.97% | 25.67% | - |
 Amazon (AMZN) | 2.3% | 3.76% | 36.54% | - |
 NVIDIA (NVDA) | 1.91% | 1.76% | 36.62% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.84% | 3.18% | 35.03% | - |
 Tesla (TSLA) | 1.81% | 2.39% | 36.62% | - |
 TRON (TRX) | 1.62% | 0% | 63.96% | 2/14/2025 |
 Microsoft (MSFT) | 1.36% | 1.1% | 36.62% | - |
 Alphabet (GOOG) | 1.22% | 4.1% | 35.54% | - |
 Shopify (SHOP) | 1.07% | 0.61% | 36.62% | - |
 Volkswagen (VOW3.DE) | 1.04% | 1.04% | 36.54% | - |
 EA (EA) | 0.99% | 1.72% | 36.62% | - |
 STAG (STAG) | 0.75% | 2.97% | 25.08% | - |
 Ellington Financial (EFC) | 0.75% | 2.73% | 25.08% | - |
 Enterprise Products (EPD) | 0.73% | 1.81% | 36.12% | - |
 LyondellBasell (LYB) | 0.66% | 2.18% | 36.04% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 5.35% | 12.29% |
| BYD (01211.HK) | 15.29% | 9.1% |
| Visa (V) | 3.84% | 7.22% |
| Ethereum (ETH) | 6.95% | 6.26% |
| Amazon (AMZN) | 7.62% | 5.89% |
| Tesla (TSLA) | 5.34% | 5.45% |
| NVIDIA (NVDA) | 4.59% | 5.34% |
| State Street SPDR S&P 500 ETF (SPY) | 5.73% | 4.91% |
| IBM (IBM) | 2.87% | 4.39% |
| Alphabet (GOOG) | 3.06% | 4.05% |
| Dell (DELL) | 2.29% | 3.54% |
| Microsoft (MSFT) | 3.82% | 3.35% |
| Shopify (SHOP) | 3.06% | 3.31% |
| Ellington Financial (EFC) | 3.82% | 3% |
| STAG (STAG) | 3.82% | 2.89% |
| EA (EA) | 2.29% | 2.72% |
| Volkswagen (VOW3.DE) | 3.06% | 2.57% |
| Vale (VALE) | 3.05% | 2.57% |
| Coinbase (COIN) | 2.68% | 2.37% |
| Accenture (ACN) | 1.53% | 1.75% |
| Enterprise Products (EPD) | 2.29% | 1.65% |
| LyondellBasell (LYB) | 3.06% | 1.49% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.