Loading...
Portfolio Diversification
Range
Most Diversified
19 instruments
April 17, 2024
Least Diversified
0 instruments
April 4, 2026
Average
16.5 instruments
Most Consistent Holdings
Top 5
GOOG99.81%
META99.81%
AMZN99.81%
ADBE99.81%
IEMG99.81%
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 |
|---|---|---|---|---|
| Meta (META) | 16.17% | 7.67% | 99.81% | - |
| Alphabet (GOOG) | 12.4% | 5.38% | 99.81% | - |
 Pfizer (PFE) | 7.47% | 5.09% | 72.27% | - |
 Target (TGT) | 6.59% | 5.12% | 88.52% | - |
| Adobe (ADBE) | 5.74% | 1.31% | 99.81% | - |
 Alibaba (BABA) | 5.05% | 2.11% | 99% | - |
| Amazon (AMZN) | 4.87% | 1.49% | 99.81% | - |
 CVS Health (CVS) | 4.47% | 8.2% | 49.25% | - |
 Disney (DIS) | 4.32% | 1.87% | 89.59% | - |
 iShares MSCI India ETF (INDA) | 4.29% | 1.84% | 99.81% | - |
 Warner Bros Discovery (WBD) | 4.02% | 2.4% | 85.38% | - |
 TSMC (TSM) | 3.81% | 2.64% | 82.37% | - |
 Bank of America (BAC) | 3.74% | 0.83% | 61.36% | - |
 AMD (AMD) | 3.1% | 0% | 70.95% | 11/6/2025 |
 Netflix (NFLX) | 2.88% | 0% | 72.58% | 4/4/2025 |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 2.34% | 1% | 99.81% | - |
 Shopify (SHOP) | 1.77% | 0% | 61.17% | 10/28/2024 |
 PayPal (PYPL) | 1.48% | 0% | 56.71% | 10/28/2024 |
 iShares Core S&P 500 ETF (IVV) | 1.18% | 2.3% | 31.43% | - |
 iShares MSCI China ETF (MCHI) | 0.86% | 0.15% | 99.81% | - |
 Comcast (CMCSA) | 0.46% | 2.36% | 15.93% | - |
 GM (GM) | 0.34% | 0% | 8.78% | 8/26/2022 |
 VERSANT MEDIA GROUP INC (VSNT) | 0.02% | 0.17% | 9.85% | - |
 Songbird (SGB) | 0% | 0% | 0.5% | 11/25/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 3.09% | 11.72% |
| Pfizer (PFE) | 16.43% | 10.08% |
| Target (TGT) | 15.59% | 9.73% |
| CVS Health (CVS) | 9.53% | 9.49% |
| Alphabet (GOOG) | 6.01% | 9.09% |
| Warner Bros Discovery (WBD) | 3.7% | 8.72% |
| TSMC (TSM) | 2.09% | 5.17% |
| Alibaba (BABA) | 4.05% | 5% |
| Bank of America (BAC) | 3.42% | 4.9% |
| Adobe (ADBE) | 6.63% | 3.98% |
| iShares Core S&P 500 ETF (IVV) | 4.61% | 3.54% |
| Comcast (CMCSA) | 4.97% | 3.44% |
| iShares MSCI India ETF (INDA) | 4.27% | 3.25% |
| Disney (DIS) | 3.61% | 3.1% |
| Amazon (AMZN) | 2.2% | 2.11% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 1.64% | 1.32% |
| iShares MSCI China ETF (MCHI) | 0.73% | 0.34% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.