Loading...
Portfolio Diversification
Range
Most Diversified
47 instruments
February 29, 2024
Least Diversified
0 instruments
July 6, 2025
Average
37.5 instruments
Most Consistent Holdings
Top 5
TGT99.17%
BDX99.02%
MARA98.95%
NIO98.8%
GOTU98.72%
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 |
|---|---|---|---|---|
 Chevron (CVX.US) | 9.38% | 0% | 97.22% | 8/14/2026 |
 Riot (RIOT) | 9.08% | 0% | 82.67% | 5/6/2026 |
 ExxonMobil (XOM) | 8.55% | 0% | 81.17% | 1/5/2026 |
 Newmont (NEM) | 7.38% | 0% | 70.29% | 8/6/2025 |
| Marathon Digital (MARA) | 5.45% | 3.15% | 98.95% | - |
 Nucor (NUE) | 4.68% | 0% | 81.02% | 1/21/2026 |
 C3.ai (AI) | 3.62% | 2.2% | 85.37% | - |
 Cleanspark (CLSK) | 2.54% | 3.6% | 67.59% | - |
| Target (TGT) | 2.13% | 4.3% | 99.17% | - |
 Southern Copper (SCCO) | 1.93% | 0.31% | 97.97% | - |
 Cipher (CIFR) | 1.9% | 7.96% | 31.51% | - |
 Tesla (TSLA) | 1.82% | 0% | 50.04% | 11/8/2024 |
 Lithium Americas (LAC) | 1.74% | 2.66% | 97.97% | - |
 Barrick (B) | 1.67% | 0% | 70.14% | 8/20/2025 |
 Medtronic (MDT.US) | 1.58% | 0% | 77.79% | 11/18/2025 |
 Freeport-McMoRan (FCX) | 1.52% | 0% | 79.29% | 12/26/2025 |
| Gaotu (GOTU) | 1.31% | 0.92% | 98.72% | - |
 XPeng (XPEV) | 1.26% | 0.95% | 84.85% | - |
 EHang (EH) | 1.23% | 0.32% | 98.65% | - |
 Alibaba Health (00241.HK) | 1.12% | 1.61% | 98.42% | - |
| BD (BDX) | 1.12% | 1.79% | 99.02% | - |
| Nio (NIO) | 0.9% | 1.47% | 98.8% | - |
 Church & Dwight (CHD) | 0.89% | 1.09% | 75.39% | - |
 New Oriental (EDU) | 0.83% | 1.25% | 97.6% | - |
 TAL Education (TAL) | 0.7% | 0% | 75.99% | 11/7/2025 |
 Kinross Gold (KGC) | 0.68% | 5.31% | 13.43% | - |
 Agnico Eagle (AEM) | 0.67% | 5.4% | 13.58% | - |
 JD.com (JD.US) | 0.66% | 1.93% | 97.75% | - |
 Hive (HIVE) | 0.65% | 3.97% | 31.51% | - |
 Geely (00175.HK) | 0.63% | 0% | 48.84% | 10/28/2024 |
 Alibaba (BABA) | 0.62% | 0% | 76.82% | 11/7/2025 |
 Xiaomi (1810.HK) | 0.59% | 0.52% | 72.09% | - |
 BYD Electronic (00285.HK) | 0.53% | 0.62% | 78.54% | - |
 iShares Gold Trust (IAU) | 0.51% | 3.75% | 12.3% | - |
 Agora (API) | 0.48% | 0.63% | 97.6% | - |
 Xinyi Solar (0968.HK) | 0.48% | 0.74% | 98.05% | - |
 Niu (NIU) | 0.45% | 0.33% | 98.65% | - |
 TSMC (TSM) | 0.44% | 0% | 42.54% | 10/7/2024 |
 McCormick (MKC) | 0.41% | 0.32% | 98.12% | - |
 Lithium Americas Argentina C (LAR) | 0.37% | 0.71% | 78.77% | - |
 PepsiCo (PEP) | 0.35% | 0.93% | 73.82% | - |
 Hut 8 (HUT) | 0.34% | 4.71% | 6.68% | - |
 Fastenal (FAST) | 0.28% | 0% | 46.74% | 10/11/2024 |
 Tencent (0700.HK) | 0.26% | 0% | 57.76% | 3/6/2025 |
 Roper (ROP) | 0.26% | 0% | 48.39% | 10/17/2024 |
 PDD Holdings (PDD) | 0.17% | 0% | 73.07% | 11/7/2025 |
 ADP (ADP) | 0.17% | 0% | 47.41% | 10/3/2024 |
 Johnson & Johnson (JNJ) | 0.12% | 0% | 69.02% | 8/8/2025 |
 Coca-Cola (KO) | 0.11% | 0% | 57.39% | 3/3/2025 |
 Space Exploration Technologies Corp (SPCX) | 0.1% | 4.35% | 3.9% | - |
 ITW (ITW) | 0.1% | 0% | 48.54% | 11/6/2024 |
 Procter & Gamble (PG) | 0.1% | 0% | 49.81% | 11/22/2024 |
 Kimberly-Clark (KMB) | 0.09% | 0% | 46.44% | 10/15/2024 |
 Air Products (APD) | 0.08% | 0% | 45.31% | 10/7/2024 |
 Waters (WAT) | 0.07% | 0.54% | 14.7% | - |
 Iris Energy (IREN) | 0.07% | 0% | 1.65% | 6/3/2026 |
 Lumentum (LITE) | 0.06% | 5.88% | 1.35% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Riot (RIOT) | 13.25% | 12.9% |
| ExxonMobil (XOM) | 7.85% | 10.89% |
| Chevron (CVX.US) | 7.99% | 8.59% |
| Cipher (CIFR) | 5.61% | 5.12% |
| Marathon Digital (MARA) | 6.24% | 3.82% |
| Lithium Americas (LAC) | 5.05% | 3.39% |
| Cleanspark (CLSK) | 4.2% | 2.53% |
| C3.ai (AI) | 4.91% | 2.49% |
| Alibaba Health (00241.HK) | 2.24% | 2.25% |
| Target (TGT) | 2.38% | 2.25% |
| Nucor (NUE) | 1.54% | 2.03% |
| Nio (NIO) | 2.03% | 1.74% |
| JD.com (JD.US) | 1.75% | 1.72% |
| BD (BDX) | 1.4% | 1.65% |
| XPeng (XPEV) | 1.4% | 1.55% |
| Hive (HIVE) | 2.8% | 1.45% |
| New Oriental (EDU) | 0.7% | 1.01% |
| Xinyi Solar (0968.HK) | 1.19% | 0.88% |
| Gaotu (GOTU) | 0.91% | 0.86% |
| PepsiCo (PEP) | 0.7% | 0.85% |
| Church & Dwight (CHD) | 0.7% | 0.82% |
| EHang (EH) | 0.84% | 0.79% |
| BYD Electronic (00285.HK) | 0.7% | 0.72% |
| Xiaomi (1810.HK) | 0.7% | 0.63% |
| Agora (API) | 0.42% | 0.53% |
| Lithium Americas Argentina C (LAR) | 0% | 0.51% |
| Niu (NIU) | 0.63% | 0.45% |
| McCormick (MKC) | 0.35% | 0.37% |
| Southern Copper (SCCO) | 0% | 0.19% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.