Loading...
Portfolio Diversification
Range
Most Diversified
12 instruments
November 3, 2023
Least Diversified
0 instruments
April 4, 2026
Average
6.4 instruments
Most Consistent Holdings
Top 5
SDIV65.61%
SCHD62.44%
BLV56.91%
MAERSKB.CO56.91%
QYLD54.63%
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 |
|---|---|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 32.96% | 0% | 62.44% | 1/16/2026 |
| Maersk (MAERSKB.CO) | 9.83% | 0% | 56.91% | 3/7/2025 |
| Global X SuperDividend ETF (SDIV) | 9.61% | 0% | 65.61% | 3/28/2025 |
 Gap (GAP) | 7.68% | 0% | 40.98% | 12/18/2024 |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 7.25% | 0% | 54.63% | 11/13/2024 |
 Ethereum (ETH) | 4.76% | 11.86% | 22.36% | - |
| Vanguard Long-Term Bond ETF (BLV) | 2.97% | 0% | 56.91% | 12/11/2024 |
 Hershey (HSY) | 2.26% | 0% | 22.03% | 9/25/2024 |
 Vanguard Intermediate-Term Corp (VCIT) | 2.2% | 0% | 14.55% | 11/14/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 2.13% | 0% | 14.31% | 1/28/2026 |
 Booking (BKNG) | 1.58% | 85.17% | 1.87% | - |
 Bank of America (BAC) | 1.25% | 0% | 35.85% | 3/25/2024 |
 3M (MMM) | 1.19% | 0% | 9.51% | 7/26/2023 |
 Bitcoin (BTC) | 1.08% | 0% | 8.21% | 6/26/2025 |
 Garmin (GRMN) | 0.89% | 0% | 25.45% | 11/17/2023 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.79% | 0% | 6.5% | 12/11/2023 |
 Corning (GLW) | 0.68% | 0% | 34.88% | 3/13/2024 |
 Micron (MU) | 0.55% | 0% | 4.23% | 5/19/2025 |
 iShares Preferred & Income Sec (PFF) | 0.54% | 0% | 28.21% | 12/21/2023 |
 Vanguard FTSE All-World ex-US (VEU) | 0.51% | 0% | 29.27% | 1/3/2024 |
 Tesla (TSLA) | 0.49% | 0% | 4.47% | 12/27/2023 |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.46% | 2.95% | 19.43% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.32% | 0% | 13.17% | 6/15/2023 |
 Svitzer (SVITZR.CO) | 0.05% | 0% | 9.27% | 8/23/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Schwab US Dividend Equity ETF (SCHD) | 68.45% | 68.6% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 14.34% | 15.18% |
| Ethereum (ETH) | 14.75% | 13.56% |
| Vanguard Short-Term Treasury Index Fund (VGSH) | 2.46% | 2.41% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.