Loading...
Portfolio Diversification
Range
Most Diversified
40 instruments
June 28, 2024
Least Diversified
2 instruments
August 5, 2025
Average
15.3 instruments
Most Consistent Holdings
Top 5
GOOG79.13%
MSFT69.36%
ACWI64.68%
SPGI57.66%
NKE53.11%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 19.36% | 0% | 79.13% | 1/22/2026 |
| Microsoft (MSFT) | 8.49% | 0% | 69.36% | 1/7/2026 |
 Fidelity MSCI Information Technology Index ETF (FTEC) | 8.46% | 18.6% | 49.5% | - |
 SPX500 Index (Non Expiry) (SPX500) | 5.25% | 0% | 30.64% | 11/1/2023 |
 Alphabet (GOOGL) | 4.38% | 0% | 48.9% | 9/3/2025 |
| Nike (NKE) | 4.37% | 0% | 53.11% | 1/6/2026 |
| iShares MSCI ACWI Index Fund (ACWI) | 3.07% | 0% | 64.68% | 10/7/2024 |
| S&P Global (SPGI) | 2.97% | 0% | 57.66% | 6/12/2024 |
 Apple (AAPL) | 1.28% | 0% | 27.02% | 9/3/2025 |
 Vanguard Total Stock Market ETF (VTI) | 1.14% | 10.24% | 23.55% | - |
| 1.04% | 0% | 24.08% | 5/2/2024 | |
 WMG (WMG) | 1.02% | 0% | 49.03% | 2/18/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.99% | 0% | 22.94% | 5/13/2025 |
 Vanguard Mega Cap Growth Index Fund (MGK) | 0.94% | 10.7% | 8.83% | - |
 Fidelity Global Quality Income ETF (FGEQ.DE) | 0.84% | 3.89% | 16.12% | - |
 Mercedes-Benz (MBG.DE) | 0.75% | 0% | 29.23% | 11/6/2025 |
 Novo-Nordisk (NVO) | 0.71% | 0% | 21% | 12/16/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.63% | 5.68% | 8.83% | - |
 Assurant (AIZ) | 0.62% | 0% | 20.33% | 6/3/2025 |
 FoodDrink | 0.59% | 0% | 22.41% | 7/26/2024 |
 Wise_woman | 0.54% | 7.66% | 9.63% | - |
 Schlumberger (SLB) | 0.54% | 0% | 24.28% | 8/14/2025 |
 Volkswagen (VOW3.DE) | 0.54% | 0% | 20.8% | 3/13/2025 |
 EuropeEconomy | 0.51% | 0% | 18.19% | 2/6/2025 |
 Berkshire Hathaway (BRK.B) | 0.5% | 0% | 15.32% | 9/30/2025 |
 Johnson & Johnson (JNJ) | 0.49% | 0% | 18.53% | 7/1/2025 |
 Applied Materials (AMAT) | 0.47% | 0% | 23.68% | 7/9/2025 |
 InTheGame | 0.41% | 0% | 4.08% | 12/16/2025 |
 Qualcomm (QCOM) | 0.41% | 0% | 25.02% | 7/31/2025 |
 TheBigBanks | 0.41% | 0% | 15.92% | 2/6/2025 |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.37% | 0% | 10.03% | 10/7/2024 |
 iBore99 | 0.36% | 3.6% | 9.63% | - |
 ingruc | 0.36% | 3.9% | 9.63% | - |
 Jeronimo Martins (JMT.LSB) | 0.35% | 0% | 26.09% | 4/1/2025 |
 FuturePayments | 0.34% | 2.69% | 10.77% | - |
 Paycom (PAYC) | 0.34% | 5.04% | 9.7% | - |
 Intel (INTC) | 0.31% | 0% | 18.66% | 8/27/2025 |
 Take-Two (TTWO) | 0.3% | 0% | 14.25% | 3/26/2025 |
 Coca-Cola (KO) | 0.28% | 0% | 13.98% | 10/22/2025 |
 iShares Core MSCI Europe ETF (IEUR) | 0.25% | 0% | 8.83% | 7/18/2024 |
 Gilead Sciences (GILD) | 0.21% | 0% | 9.03% | 7/25/2024 |
 Ralph Lauren (RL) | 0.19% | 0% | 15.18% | 6/27/2025 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.19% | 0% | 18.06% | 10/7/2024 |
 iShares Smart City Infrastructure UCITS ETF (AYEU.DE) | 0.19% | 0% | 7.89% | 7/3/2024 |
 NVIDIA (NVDA) | 0.18% | 0% | 11.64% | 10/2/2025 |
 SPDR Gold (GLD) | 0.18% | 0% | 3.88% | 12/1/2025 |
 Gravity (GRVY) | 0.17% | 0% | 14.31% | 2/5/2025 |
 HP (HPQ) | 0.16% | 0% | 15.59% | 9/24/2025 |
 ValueGurus | 0.16% | 0% | 4.01% | 7/8/2024 |
 iShares Silver Trust (SLV) | 0.16% | 3.21% | 6.49% | - |
 Amazon (AMZN) | 0.16% | 3.89% | 4.82% | - |
 Meta (META) | 0.15% | 0% | 8.23% | 1/7/2025 |
 EDP (EDP.LSB) | 0.15% | 0% | 11.57% | 8/28/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.15% | 0% | 5.55% | 10/27/2025 |
 Aramark (ARMK) | 0.14% | 0% | 8.83% | 4/21/2025 |
 Progress Software (PRGS) | 0.14% | 0% | 5.28% | 10/8/2025 |
 Bitcoin (BTC) | 0.13% | 0% | 8.29% | 7/10/2025 |
 iShares Select Dividend ETF (DVY) | 0.12% | 0% | 2.14% | 2/1/2022 |
 Jacobs (J) | 0.11% | 0% | 6.42% | 5/20/2025 |
 Sugar (Expiring Future) (SUGAR.FUT) | 0.11% | 0% | 2.94% | 4/25/2024 |
 Dogecoin (DOGE) | 0.11% | 0% | 8.29% | 9/8/2025 |
 Build and Build (BNB) | 0.11% | 0% | 6.76% | 3/9/2024 |
 Shell (SHEL) | 0.11% | 0% | 7.69% | 3/13/2025 |
 Visa (V) | 0.1% | 0% | 8.03% | 1/26/2026 |
 AMC (AMC) | 0.1% | 0% | 3.01% | 4/9/2025 |
 Nestle (NESN.ZU) | 0.1% | 0% | 16.72% | 11/21/2025 |
 Rough Rice (Expiring Future) (RICE.FUT) | 0.1% | 0% | 2.54% | 4/18/2024 |
 Arcadium Lithium Plc (ALTM) | 0.1% | 0% | 9.16% | 6/3/2024 |
 Cardano (ADA) | 0.1% | 0% | 6.42% | 8/18/2025 |
 Waste Management (WM) | 0.09% | 0% | 7.89% | 10/10/2024 |
 Merck (MRK) | 0.09% | 0% | 12.51% | 4/21/2025 |
 SAP (SAP) | 0.08% | 0% | 5.02% | 1/14/2025 |
 SoFi (SOFI) | 0.08% | 0% | 6.89% | 6/12/2024 |
 FedEx (FDX) | 0.08% | 0% | 5.02% | 3/6/2024 |
 Chevron (CVX) | 0.08% | 0% | 6.69% | 8/26/2024 |
 Analog Devices (ADI.US) | 0.08% | 0% | 8.83% | 9/5/2025 |
 iShares Gold Trust (IAU) | 0.08% | 0% | 6.82% | 1/30/2026 |
 Bank of America (BAC) | 0.07% | 0% | 3.75% | 2/20/2024 |
 Mastercard (MA) | 0.07% | 0% | 3.48% | 12/9/2024 |
 DJ30 Index (Non Expiry) (DJ30) | 0.06% | 0% | 0.94% | 3/14/2024 |
 FCC (FCC.MC) | 0.06% | 0% | 1.74% | 2/5/2025 |
 Chipotle (CMG) | 0.06% | 0% | 4.82% | 2/27/2024 |
 TJX (TJX) | 0.06% | 0% | 7.63% | 4/4/2025 |
 SABESP (SBS) | 0.06% | 0% | 5.08% | 2/18/2025 |
 iShares MSCI India ETF (INDA) | 0.05% | 0% | 7.56% | 4/16/2025 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.05% | 0% | 1.2% | 10/31/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.05% | 0% | 0.47% | 11/12/2025 |
 Swiss Life (SLHN.ZU) | 0.05% | 0% | 3.55% | 10/15/2024 |
 UPS (UPS) | 0.05% | 0% | 2.34% | 1/27/2026 |
 Barrick (B) | 0.04% | 3.27% | 1.07% | - |
 Sonic (prev. FTM) (S) | 0.04% | 0% | 3.21% | 5/29/2024 |
 PDD Holdings (PDD) | 0.04% | 0% | 1.27% | 11/4/2024 |
 Citizens (CFG) | 0.04% | 0% | 0.87% | 2/6/2023 |
 McKesson (MCK) | 0.04% | 0% | 3.48% | 10/15/2024 |
 TSMC (TSM) | 0.04% | 0% | 3.95% | 8/14/2024 |
 Gold (Non Expiry) (GOLD) | 0.04% | 0% | 0.87% | 2/5/2025 |
 Intuit (INTU) | 0.03% | 0% | 4.35% | 6/12/2024 |
 Powerfleet (AIOT) | 0.03% | 0% | 4.41% | 1/29/2025 |
 iShares U.S. Infrastructure ETF (IFRA) | 0.03% | 0% | 1.34% | 2/18/2026 |
 JPMorgan (JPM) | 0.03% | 0% | 2.81% | 11/6/2024 |
 ExxonMobil (XOM) | 0.03% | 0% | 3.48% | 6/24/2024 |
 BMW (BMW.DE) | 0.03% | 0% | 1.94% | 4/1/2025 |
 D.R. Horton (DHI) | 0.03% | 0% | 2.21% | 6/11/2025 |
 Ethereum (ETH) | 0.03% | 0% | 3.81% | 1/11/2024 |
 Adecoagro (AGRO) | 0.03% | 3.69% | 1% | - |
 Lam Research (LRCX) | 0.02% | 0% | 0.67% | 11/7/2024 |
 Fabrinet (FN) | 0.02% | 0% | 3.21% | 1/21/2025 |
 Cigna (CI) | 0.02% | 0% | 1.4% | 1/9/2024 |
 AbbVie (ABBV) | 0.02% | 0% | 1.4% | 1/9/2024 |
 Lockheed Martin (LMT) | 0.02% | 0% | 1.4% | 1/9/2024 |
 Ryanair (RYAAY) | 0.02% | 0% | 1.4% | 12/11/2023 |
 Wingstop (WING) | 0.02% | 0% | 1.4% | 12/11/2023 |
 NDI-FutureTech | 0.02% | 0% | 0.6% | 9/26/2025 |
 AMD (AMD) | 0.02% | 0% | 1.07% | 9/5/2025 |
 Stanley Black & Decker (SWK) | 0.02% | 0% | 2.01% | 6/6/2025 |
 iShares US Technology ETF (IYW) | 0.02% | 0% | 0.54% | 10/7/2025 |
 easyJet (EZJ.L) | 0.02% | 0% | 0.47% | 5/15/2023 |
 iShares MSCI Canada UCITS ETF (SXR2.DE) | 0.02% | 0% | 3.75% | 8/29/2025 |
 Diageo (DGE.L) | 0.02% | 0% | 3.08% | 3/1/2024 |
 AI-Revolution | 0.02% | 0% | 0.54% | 9/25/2025 |
 Solana (SOL) | 0.02% | 0% | 3.08% | 8/27/2025 |
 Gap (GAP) | 0.02% | 0% | 1.2% | 12/8/2023 |
 GBP/USD (GBPUSD) | 0.02% | 0% | 0.47% | 7/2/2024 |
 Xiaomi (1810.HK) | 0.02% | 0% | 2.07% | 10/14/2025 |
 IBM (IBM) | 0.02% | 0% | 0.74% | 11/22/2024 |
 Autozone (AZO) | 0.02% | 0% | 2.81% | 10/18/2024 |
 Netflix (NFLX) | 0.02% | 0% | 2.21% | 8/21/2024 |
 Cal-Maine Foods (CALM) | 0.02% | 0% | 2.21% | 1/13/2025 |
 Check Point (CHKP) | 0.02% | 0% | 2.14% | 1/21/2025 |
 eToro Group LTD (ETOR) | 0.02% | 0% | 1.14% | 12/8/2025 |
 Soybeans (Expiring Future) (Soybeans.FUT) | 0.01% | 0% | 0.33% | 3/11/2024 |
 Broadcom (AVGO) | 0.01% | 0% | 0.67% | 4/11/2025 |
 iShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L) | 0.01% | 0% | 3.61% | 10/7/2024 |
 Waste Connections (WCN) | 0.01% | 0% | 2.07% | 4/23/2025 |
 ARM (ARM) | 0.01% | 0% | 1.47% | 11/7/2024 |
 J.B.Hunt (JBHT) | 0.01% | 0% | 1.47% | 11/11/2024 |
 iShares MSCI Taiwan UCITS ETF (ITWN.L) | 0.01% | 0% | 3.61% | 10/7/2024 |
 Domino's (DPZ) | 0.01% | 0% | 0.74% | 2/18/2025 |
 Raytheon (RTX) | 0.01% | 0% | 2.27% | 2/15/2024 |
 Fidelity National Financial (FNF) | 0.01% | 0% | 1.94% | 1/16/2025 |
 Navitas Semiconductor (NVTS) | 0.01% | 0% | 0.13% | 5/29/2025 |
 State Street Consumer Discretionary Select Sector SPDR ETF (XLY) | 0.01% | 0% | 0.33% | 9/29/2025 |
 GoDaddy (GDDY) | 0.01% | 0% | 0.74% | 12/1/2023 |
 Porsche (P911.DE) | 0.01% | 0% | 0.27% | 8/27/2025 |
 Almonty Industries Inc (ALI1.DE) | 0.01% | 0% | 1% | 3/27/2025 |
 First Trust Water ETF (FIW.US) | 0.01% | 0% | 1.47% | 1/15/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 0.01% | 0% | 0.8% | 12/16/2025 |
 VanEck Morningstar Wide Moat ETF (MOAT) | 0.01% | 0% | 0.47% | 10/7/2025 |
 Lloyd's (LLOY.L) | 0.01% | 0% | 0.87% | 7/3/2024 |
 Robert Half (RHI) | 0.01% | 0% | 0.4% | 8/31/2023 |
 Dior (CDI.PA) | 0.01% | 0% | 0.27% | 8/1/2025 |
 PayPal (PYPL) | 0.01% | 0% | 1.54% | 12/26/2024 |
 LVMH (MC.PA) | 0.01% | 0% | 0.47% | 9/29/2025 |
 Valero (VLO) | 0.01% | 0% | 0.54% | 12/19/2023 |
 Tower (TSEM) | 0.01% | 0% | 0.54% | 12/6/2023 |
 Kellanova (K) | 0.01% | 0% | 0.87% | 8/1/2024 |
 Kellogg's (KLG) | 0.01% | 0% | 1% | 9/17/2025 |
 Toyota (TM) | 0.01% | 0% | 1.14% | 10/28/2024 |
 Rocket Lab (RKLB) | 0.01% | 0% | 0.47% | 3/24/2025 |
 Alibaba (BABA) | 0.01% | 0% | 0.67% | 1/22/2026 |
 UK100 Index (Non Expiry) (UK100) | 0.01% | 0% | 0.2% | 8/12/2024 |
 JPN225 Index (Non Expiry) (JPN225) | 0.01% | 0% | 0.13% | 10/5/2025 |
 AerCap (AER) | 0.01% | 0% | 0.4% | 2/15/2023 |
 Wayfair (W.US) | 0.01% | 0% | 1.27% | 1/6/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.01% | 0% | 1.14% | 11/10/2025 |
 DuPont (DD) | 0.01% | 0% | 0.8% | 2/13/2024 |
 USD/JPY (USDJPY) | 0.01% | 0% | 0.2% | 8/15/2024 |
 NVR (NVR) | 0.01% | 0% | 0.67% | 7/15/2024 |
 Invesco QQQ (QQQ) | 0.01% | 0% | 0.07% | 8/13/2025 |
 Concentrix (CNXC) | 0.01% | 0% | 0.67% | 3/25/2024 |
 Uber (UBER) | 0.01% | 0% | 0.8% | 2/18/2025 |
 Tesco (TSCO.L) | 0.01% | 0% | 0.67% | 5/23/2025 |
 Petrobras (PBR) | 0.01% | 0% | 1.67% | 8/8/2025 |
 UniCredit (UCG.MI) | 0.01% | 0% | 0.54% | 1/28/2026 |
 Lowe's (LOW) | 0.01% | 0% | 1.27% | 11/8/2024 |
 PUMA (PUM.DE) | 0.01% | 0% | 0.13% | 8/29/2025 |
 CarMax (KMX) | 0.01% | 0% | 0.4% | 3/7/2024 |
 Inter & Co (INTR) | 0.01% | 0% | 0.13% | 2/6/2025 |
 White Mountains (WTM) | 0.01% | 0% | 0.74% | 7/16/2024 |
 Amphenol (APH) | 0.01% | 0% | 0.67% | 3/25/2024 |
 Dynatrace (DT) | 0.01% | 0% | 0.67% | 3/25/2024 |
 Aytu BioScience (AYTU) | 0.01% | 0% | 0.27% | 5/19/2025 |
 Caterpillar (CAT) | 0.01% | 0% | 0.54% | 4/4/2024 |
 XP (XP) | 0.01% | 0% | 0.33% | 9/18/2023 |
 First Citizens (FCNCA) | 0.01% | 0% | 0.67% | 7/15/2024 |
 Intuitive Machines (LUNR) | 0% | 0% | 0.13% | 3/26/2025 |
 Gogo (GOGO) | 0% | 0% | 0.2% | 5/12/2025 |
 BlackRock (BLK) | 0% | 0% | 0.8% | 7/15/2024 |
 Duolingo (DUOL) | 0% | 0% | 0.27% | 11/11/2025 |
 Micron (MU) | 0% | 0% | 0.4% | 8/19/2025 |
 WEC Energy (WEC) | 0% | 0% | 0.2% | 10/10/2025 |
 Newmont (NEM) | 0% | 0% | 0.27% | 3/6/2024 |
 FiscalNote (NOTE) | 0% | 0% | 0.2% | 2/5/2025 |
 FB Financial (FBK) | 0% | 0% | 0.27% | 8/15/2025 |
 Bayer (BAYN.DE) | 0% | 0% | 0.2% | 7/22/2024 |
 Cadence (CDNS) | 0% | 0% | 0.4% | 11/4/2024 |
 Ferrari (RACE) | 0% | 0% | 0.2% | 11/11/2024 |
 Ford (F) | 0% | 0% | 0.2% | 1/31/2025 |
 Wheaton Precious Metals (WPM) | 0% | 0% | 0.2% | 8/29/2025 |
 DSV (DSV.CO) | 0% | 0% | 0.47% | 7/19/2024 |
 Goldman Sachs (GS) | 0% | 0% | 0.94% | 1/31/2025 |
 DoorDash (DASH.US) | 0% | 0% | 0.27% | 5/9/2025 |
 ChargePoint (CHPT) | 0% | 0% | 0.2% | 11/20/2023 |
 JinkoSolar (JKS) | 0% | 0% | 0.4% | 7/11/2024 |
 AeroVironment (AVAV) | 0% | 0% | 0.4% | 2/26/2026 |
 Salesforce (CRM) | 0% | 0% | 0.74% | 7/1/2024 |
 Adidas (ADS.DE) | 0% | 0% | 0.4% | 10/29/2024 |
 Oracle (ORCL) | 0% | 0% | 0.47% | 6/12/2024 |
 SAP (SAP.DE) | 0% | 0% | 0.47% | 6/13/2024 |
 Hilton (HLT) | 0% | 0% | 0.47% | 6/12/2024 |
 Baker Hughes (BKR) | 0% | 0% | 0.47% | 6/12/2024 |
 Viva Biotech (1873.HK) | 0% | 0% | 0.27% | 2/18/2025 |
 Barclays (BCS) | 0% | 0% | 0.74% | 9/15/2025 |
 Smithfield Foods Inc (SFD) | 0% | 0% | 0.33% | 8/4/2025 |
 Houlihan Lokey (HLI) | 0% | 0% | 0.47% | 8/22/2024 |
 National Grid (NGG) | 0% | 0% | 0.2% | 10/10/2025 |
 Silver (Non Expiry) (SILVER) | 0% | 0% | 0.07% | 4/29/2025 |
 Starbucks (SBUX) | 0% | 0% | 0.07% | 10/24/2024 |
 Persimmon (PSN.L) | 0% | 0% | 0.4% | 1/28/2026 |
 Sea (SE) | 0% | 0% | 0.07% | 10/25/2024 |
 Joby Aviation (JOBY) | 0% | 0% | 0.33% | 3/24/2025 |
 ITW (ITW) | 0% | 0% | 0.07% | 9/26/2024 |
 Boeing (BA) | 0% | 0% | 0.13% | 11/22/2024 |
 Livent Corp (LTHM) | 0% | 0% | 0.13% | 10/5/2023 |
 Eos Energy (EOSE) | 0% | 0% | 0.13% | 2/27/2025 |
 Cosmos (ATOM) | 0% | 0% | 0.87% | 12/9/2023 |
 Axcelis (ACLS) | 0% | 0% | 0.27% | 7/1/2024 |
 Siemens (SIE.DE) | 0% | 0% | 0.27% | 7/22/2024 |
 NextEra (NEE) | 0% | 0% | 0.27% | 11/11/2024 |
 Amentum Holdings Inc (AMTM) | 0% | 0% | 0.27% | 11/20/2025 |
 Bridgewater Bank (BWB) | 0% | 0% | 0.27% | 10/15/2024 |
 Tesla (TSLA) | 0% | 0% | 0.2% | 6/27/2024 |
 EA (EA) | 0% | 0% | 0.07% | 7/31/2025 |
 Home Depot (HD) | 0% | 0% | 0.2% | 5/20/2025 |
 Intesa Sanpaolo (ISP.MI) | 0% | 0% | 0.07% | 11/12/2025 |
 Cleanspark (CLSK) | 0% | 0% | 0.27% | 7/3/2025 |
 Hydrofarm (HYFM) | 0% | 0% | 0.4% | 5/12/2025 |
 Truist (TFC) | 0% | 0% | 0.2% | 7/22/2024 |
 Hershey (HSY) | 0% | 0% | 0.2% | 9/16/2024 |
 Darling (DAR) | 0% | 0% | 0.27% | 2/13/2026 |
 IFF (IFF) | 0% | 0% | 0.2% | 10/14/2024 |
 Glacier (GBCI) | 0% | 0% | 0.2% | 7/28/2025 |
 Polygon Ecosystem (ex Matic) (POL) | 0% | 0% | 0.27% | 12/26/2023 |
 Prudential (PRU) | 0% | 0% | 0.07% | 11/14/2024 |
 AT&T (T) | 0% | 0% | 0.07% | 7/24/2025 |
 Exelixis (EXEL) | 0% | 0% | 0.07% | 5/15/2025 |
 iRobot (IRBTQ) | 0% | 0% | 0.07% | 2/14/2025 |
 Cisco (CSCO) | 0% | 0% | 0.07% | 11/14/2023 |
 News Corp (NWSA) | 0% | 0% | 0.27% | 6/20/2025 |
 Coca-Cola Europacific (CCEP) | 0% | 0% | 0.2% | 8/22/2024 |
 Natural Gas (Non Expiry) (NATGAS) | 0% | 0% | 0.07% | 12/19/2023 |
 Sony (SONY) | 0% | 0% | 0.13% | 8/7/2024 |
 Rheinmetall (RHM.DE) | 0% | 0% | 0.13% | 12/12/2024 |
 Applied Optoelectronics (AAOI) | 0% | 0% | 0.2% | 6/23/2025 |
 Valvoline (VVV) | 0% | 0% | 0.2% | 6/23/2025 |
 Williams (WMB) | 0% | 0% | 0.07% | 2/13/2026 |
 T-Mobile (TMUS) | 0% | 0% | 0.4% | 6/12/2024 |
 Luminar (LAZRQ) | 0% | 0% | 0.2% | 5/12/2025 |
 Disney (DIS) | 0% | 0% | 0.2% | 5/12/2025 |
 Arch Capital (ACGL) | 0% | 0% | 0.13% | 8/21/2024 |
 SoFi Technologies Inc (SOFI.RTH) | 0% | 0% | 0.07% | 11/11/2025 |
 Novo Nordisk (NOVO-B.CO) | 0% | 0% | 0.2% | 12/8/2025 |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 0% | 0% | 0.07% | 8/14/2025 |
 Bioxcel Therapeutics (BTAI) | 0% | 0% | 0.13% | 3/5/2025 |
 Oatly (OTLY) | 0% | 0% | 0.07% | 6/6/2025 |
 Brinker Intl. (EAT) | 0% | 0% | 0.27% | 6/10/2024 |
 Harley-Davidson (HOG) | 0% | 0% | 0.07% | 3/15/2024 |
 Pegasystems (PEGA) | 0% | 0% | 0.07% | 4/24/2025 |
 Birkenstock (BIRK) | 0% | 0% | 0.27% | 6/10/2024 |
 Marathon Petroleum (MPC) | 0% | 0% | 0.07% | 9/13/2024 |
 Avis (CAR) | 0% | 0% | 0.07% | 7/18/2024 |
 RH (RH) | 0% | 0% | 0.07% | 9/13/2024 |
 United Airlines (UAL) | 0% | 0% | 0.07% | 10/17/2024 |
 International Seaways (INSW) | 0% | 0% | 0.07% | 7/29/2025 |
 MicroStrategy (MSTR) | 0% | 0% | 0.07% | 11/7/2024 |
 Alcoa (AA) | 0% | 0% | 0.07% | 11/7/2024 |
 Best Buy (BBY) | 0% | 0% | 0.07% | 7/29/2025 |
 AIG (AIG) | 0% | 0% | 0.07% | 3/20/2025 |
 HDFC (HDB) | 0% | 0% | 0.07% | 8/14/2024 |
 Douglas Elliman (DOUG) | 0% | 0% | 0.2% | 5/12/2025 |
 Origin Materials (ORGN) | 0% | 0% | 0.2% | 5/19/2025 |
 Simply Good Foods (SMPL) | 0% | 0% | 0.07% | 6/17/2025 |
 Pilgrim's Pride (PPC) | 0% | 0% | 0.07% | 10/10/2025 |
 RealReal (REAL) | 0% | 0% | 0.07% | 12/27/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Fidelity MSCI Information Technology Index ETF (FTEC) | 20.23% | 19.82% |
| Vanguard Mega Cap Growth Index Fund (MGK) | 11.47% | 11.44% |
| Schwab US Dividend Equity ETF (SCHD) | 9.97% | 10.07% |
| Wise_woman | 7.22% | 7.45% |
| Nike (NKE) | 3.99% | 3.98% |
| iBore99 | 3.64% | 3.75% |
| ingruc | 3.67% | 3.72% |
| Paycom (PAYC) | 3.97% | 3.49% |
| FuturePayments | 3.5% | 3.16% |
| iShares Silver Trust (SLV) | 2.73% | 2.78% |
| iShares Gold Trust (IAU) | 1.76% | 1.77% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.