Loading...
Portfolio Diversification
Range
Most Diversified
58 instruments
September 27, 2023
Least Diversified
0 instruments
February 2, 2025
Average
50.4 instruments
Most Consistent Holdings
Top 5
AAPL99.21%
GOOG99.21%
META99.21%
MSFT99.21%
AMZN99.21%
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 |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 10.17% | 15.02% | 99.21% | - |
| Apple (AAPL) | 7.41% | 7.07% | 99.21% | - |
 Bitcoin (BTC) | 6.81% | 2.31% | 78.66% | - |
 State Street SPDR S&P 500 ETF (SPY) | 5.94% | 12.43% | 48.99% | - |
 Schwab US Dividend Equity ETF (SCHD) | 4.38% | 10.7% | 99.21% | - |
 Tesla (TSLA) | 4.38% | 4.29% | 99.21% | - |
 NVIDIA (NVDA) | 4.14% | 4.17% | 79.89% | - |
 XRP (XRP) | 3.54% | 0.7% | 98.64% | - |
| Alphabet (GOOG) | 3.45% | 4.5% | 99.21% | - |
 iShares Core High Dividend ETF (HDV) | 3.37% | 3.5% | 99.21% | - |
| Meta (META) | 2.85% | 2.76% | 99.21% | - |
| Microsoft (MSFT) | 2.31% | 3.61% | 99.21% | - |
 Coca-Cola (KO) | 2.3% | 2.21% | 99.21% | - |
 JPMorgan (JPM) | 2.27% | 2.44% | 99.21% | - |
 Altria (MO) | 1.97% | 1.99% | 99.21% | - |
 PepsiCo (PEP) | 1.91% | 1.8% | 99.21% | - |
 McDonald's (MCD) | 1.88% | 1.29% | 99.21% | - |
 Pfizer (PFE) | 1.79% | 0% | 75.22% | 11/25/2025 |
 Wesl3y | 1.77% | 0% | 52.16% | 1/6/2025 |
| Amazon (AMZN) | 1.67% | 2.23% | 99.21% | - |
 Starbucks (SBUX) | 1.62% | 0.86% | 99.21% | - |
 Salesforce (CRM) | 1.46% | 1% | 99.21% | - |
 Ethereum (ETH) | 1.33% | 1.54% | 77.3% | - |
 IBM (IBM) | 1.27% | 0.78% | 99.21% | - |
 Mastercard (MA) | 1.2% | 0.81% | 99.21% | - |
 Cardano (ADA) | 1.13% | 0.24% | 99.21% | - |
 Miyoshi | 1.13% | 0% | 52.16% | 1/6/2025 |
 AT&T (T.US) | 1% | 0% | 86.57% | 5/4/2026 |
 Realty Income (O) | 0.98% | 1.18% | 99.21% | - |
 Disney (DIS) | 0.93% | 0% | 75.22% | 11/25/2025 |
 BMW (BMW.DE) | 0.93% | 0.34% | 99.21% | - |
 Chevron (CVX.US) | 0.8% | 0.55% | 99.21% | - |
 Johnson & Johnson (JNJ) | 0.71% | 1.11% | 99.21% | - |
 Verizon (VZ) | 0.63% | 0% | 86.64% | 5/5/2026 |
 ASML (ASML) | 0.63% | 1.95% | 43.03% | - |
 AbbVie (ABBV) | 0.6% | 1.35% | 99.21% | - |
 ExxonMobil (XOM) | 0.59% | 0% | 30.68% | 3/11/2024 |
 Take-Two (TTWO) | 0.51% | 0.32% | 99.21% | - |
 BYD (01211.HK) | 0.46% | 0.41% | 83.48% | - |
 TKO (TKO) | 0.45% | 0.46% | 80.32% | - |
 PayPal (PYPL) | 0.4% | 0% | 75.22% | 11/25/2025 |
 Social-Investor | 0.38% | 0% | 30.32% | 3/6/2024 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.36% | 0.73% | 42.96% | - |
 Netflix (NFLX) | 0.35% | 0% | 57.69% | 5/5/2026 |
 UnitedHealth (UNH) | 0.3% | 0% | 37.5% | 6/15/2026 |
 Coinbase (COIN) | 0.29% | 0% | 89.37% | 6/15/2026 |
 Solana (SOL) | 0.25% | 0.34% | 46.48% | - |
 Canadian Solar (CSIQ) | 0.25% | 0% | 75.22% | 11/25/2025 |
 LVMH (MC.PA) | 0.25% | 0.38% | 41.59% | - |
 eBay (EBAY) | 0.18% | 0% | 59.27% | 4/16/2025 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.16% | 0% | 35.2% | 6/15/2026 |
 Logitech (LOGI) | 0.16% | 0.33% | 40.59% | - |
 Jpmorgan Equity Premium Inco (JEPI) | 0.15% | 0% | 23.92% | 5/4/2026 |
 Under Armour (UA) | 0.15% | 0% | 49.64% | 12/2/2024 |
 Grab (GRAB) | 0.15% | 0% | 49.64% | 12/2/2024 |
 Sunrun (RUN) | 0.13% | 0% | 75.22% | 11/25/2025 |
 Build and Build (BNB) | 0.13% | 0% | 30.6% | 3/10/2024 |
 Space Exploration Technologies Corp (SPCX) | 0.13% | 1.29% | 9.84% | - |
 Lumen (LUMN) | 0.12% | 0% | 49.64% | 12/2/2024 |
 Warner Bros Discovery (WBD) | 0.11% | 0% | 49.64% | 12/2/2024 |
 Stellar (XLM) | 0.1% | 0% | 49.07% | 11/24/2024 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.1% | 0% | 30.39% | 5/4/2026 |
 Alibaba (BABA) | 0.09% | 0% | 75.22% | 11/25/2025 |
 Ferrari (RACE) | 0.09% | 0% | 27.37% | 5/5/2026 |
 State Street SPDR S&P 500 ETF (SPY.RTH) | 0.07% | 0.94% | 7.97% | - |
 AI-Revolution | 0.07% | 0% | 2.51% | 1/13/2025 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.06% | 0% | 18.97% | 11/25/2025 |
 Etsy (ETSY) | 0.06% | 0% | 49.64% | 12/2/2024 |
 NextEra (NEE) | 0.06% | 0% | 30.39% | 5/4/2026 |
 Decentraland (MANA) | 0.04% | 0% | 49.64% | 12/2/2024 |
 ApeCoin (APE) | 0.04% | 0% | 49.64% | 12/2/2024 |
 Hershey (HSY) | 0.04% | 0% | 19.04% | 11/25/2025 |
 Ares Capital (ARCC) | 0.03% | 0% | 14.87% | 5/4/2026 |
 Berkshire Hathaway (BRK.B) | 0.03% | 0% | 12.64% | 5/5/2026 |
 Roku (ROKU) | 0.03% | 0% | 49.64% | 12/2/2024 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.01% | 0% | 4.45% | 5/8/2025 |
 Prosus (PRX.NV) | 0.01% | 0% | 15.3% | 4/16/2024 |
 Broadcom (AVGO) | 0% | 0% | 2.3% | 1/9/2026 |
 Marvell (MRVL) | 0% | 0% | 2.3% | 1/9/2026 |
 Oracle (ORCL) | 0% | 0% | 2.3% | 1/9/2026 |
 Credo (CRDO) | 0% | 0% | 2.3% | 1/9/2026 |
 iShares Gold Trust (IAU) | 0% | 0% | 1.15% | 5/7/2025 |
 Nike (NKE) | 0% | 0% | 0.86% | 12/8/2025 |
 Crowdstrike (CRWD) | 0% | 0% | 0.43% | 12/8/2025 |
 Symbotic (SYM) | 0% | 0% | 0.07% | 11/26/2025 |
 Baidu (BIDU) | 0% | 0% | 0.07% | 11/25/2025 |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 13.24% | 12.26% |
| Vanguard S&P 500 ETF (VOO) | 10.2% | 11.37% |
| Apple (AAPL) | 5.09% | 6.83% |
| Schwab US Dividend Equity ETF (SCHD) | 7.94% | 6.61% |
| Tesla (TSLA) | 4.81% | 5.99% |
| Alphabet (GOOG) | 3.65% | 5.92% |
| NVIDIA (NVDA) | 3.23% | 3.67% |
| Meta (META) | 2.63% | 3.27% |
| Microsoft (MSFT) | 3.11% | 3.19% |
| iShares Core High Dividend ETF (HDV) | 3.12% | 2.9% |
| JPMorgan (JPM) | 1.72% | 2.64% |
| Amazon (AMZN) | 2.21% | 2.23% |
| PepsiCo (PEP) | 2.71% | 2.21% |
| Bitcoin (BTC) | 2.82% | 2.18% |
| Coca-Cola (KO) | 1.93% | 1.9% |
| Ethereum (ETH) | 1.7% | 1.83% |
| Altria (MO) | 1.99% | 1.77% |
| McDonald's (MCD) | 1.51% | 1.51% |
| ASML (ASML) | 1.11% | 1.41% |
| Salesforce (CRM) | 1.55% | 1.34% |
| XRP (XRP) | 1.95% | 1.29% |
| IBM (IBM) | 0.63% | 1.15% |
| Realty Income (O) | 1.41% | 1.06% |
| Jpmorgan Equity Premium Inco (JEPI) | 1.17% | 0.97% |
| AbbVie (ABBV) | 1.03% | 0.97% |
| State Street SPDR EURO STOXX 50 (FEZ) | 0.92% | 0.9% |
| Starbucks (SBUX) | 1.26% | 0.88% |
| Mastercard (MA) | 0.63% | 0.88% |
| UnitedHealth (UNH) | 1.32% | 0.86% |
| AT&T (T.US) | 1.05% | 0.79% |
| LVMH (MC.PA) | 0.82% | 0.78% |
| Johnson & Johnson (JNJ) | 0.8% | 0.76% |
| BYD (01211.HK) | 0.92% | 0.69% |
| TKO (TKO) | 0.42% | 0.67% |
| BMW (BMW.DE) | 0.73% | 0.67% |
| Solana (SOL) | 0.83% | 0.58% |
| Take-Two (TTWO) | 0.52% | 0.53% |
| Cardano (ADA) | 2.14% | 0.52% |
| Verizon (VZ) | 0.76% | 0.51% |
| State Street Energy Select Sector SPDR ETF (XLE) | 0.53% | 0.46% |
| Chevron (CVX.US) | 0.63% | 0.46% |
| Logitech (LOGI) | 0.44% | 0.44% |
| State Street Technology Select Sector SPDR ETF (XLK) | 0.42% | 0.4% |
| Ferrari (RACE) | 0.41% | 0.27% |
| Ares Capital (ARCC) | 0.31% | 0.26% |
| Netflix (NFLX) | 0.4% | 0.26% |
| Coinbase (COIN) | 0.42% | 0.23% |
| NextEra (NEE) | 0.21% | 0.19% |
| Broadcom (AVGO) | 0.13% | 0.09% |
| Marvell (MRVL) | 0.1% | 0.08% |
| Oracle (ORCL) | 0.1% | 0.08% |
| Credo (CRDO) | 0.1% | 0.07% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.