Loading...
Portfolio Diversification
Range
Most Diversified
24 instruments
October 19, 2024
Least Diversified
0 instruments
April 4, 2026
Average
12.1 instruments
Most Consistent Holdings
Top 5
NKE80.93%
LAR76.64%
LAC76.52%
MELI62.93%
SYNT.L56.02%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Meta (META) | 9.13% | 9.89% | 37.66% | - |
| Nike (NKE) | 7.77% | 0% | 80.93% | 11/12/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 7.52% | 33.8% | 32.9% | - |
 NVIDIA (NVDA) | 6.84% | 10.48% | 54.71% | - |
 Lexicon Pharmaceuticals (LXRX) | 6.32% | 0% | 36.59% | 8/7/2025 |
 Verizon (VZ) | 5.28% | 15.9% | 33.25% | - |
 Crowdstrike (CRWD) | 5.27% | 0% | 52.32% | 10/9/2025 |
| MercadoLibre (MELI) | 4.05% | 4.56% | 62.93% | - |
 Target (TGT) | 3.94% | 0% | 39.33% | 10/17/2025 |
 Dell (DELL) | 3.6% | 0% | 34.92% | 9/16/2025 |
 Chevron (CVX) | 3.27% | 10.7% | 35.64% | - |
 NextEra (NEE) | 3.05% | 0% | 29.2% | 7/2/2025 |
 Johnson & Johnson (JNJ) | 2.82% | 9.05% | 35.28% | - |
 Babcock & Wilcox (BW) | 2.19% | 0% | 19.07% | 5/14/2025 |
 Li Auto (LI) | 1.95% | 0% | 15.02% | 10/3/2024 |
 Coca-Cola (KO) | 1.94% | 0% | 41.48% | 10/21/2025 |
 Coinbase (COIN) | 1.93% | 0% | 25.74% | 8/5/2024 |
| Synthomer (SYNT.L) | 1.88% | 0% | 56.02% | 11/12/2025 |
| Lithium Americas (LAC) | 1.67% | 0% | 76.52% | 10/6/2025 |
 Apple (AAPL) | 1.63% | 0% | 17.76% | 5/30/2024 |
| Lithium Americas Argentina C (LAR) | 1.6% | 0% | 76.64% | 10/7/2025 |
 JeppeKirkBonde | 1.55% | 0% | 18.83% | 11/27/2024 |
 Microsoft (MSFT) | 1.35% | 0% | 42.43% | 7/2/2025 |
 Ethereum (ETH) | 1.32% | 0% | 11.68% | 11/13/2024 |
 Alphabet (GOOG) | 1.23% | 0% | 40.52% | 7/2/2025 |
 Bitdeer (BTDR) | 1.17% | 0% | 13.11% | 11/11/2024 |
 Linsanity1 | 1.08% | 0% | 13.23% | 10/18/2024 |
 Taysha Gene Therapies (TSHA) | 1.02% | 0% | 18.95% | 11/27/2024 |
 SentinelOne (S.US) | 0.84% | 0% | 30.27% | 6/27/2025 |
 TSMC (TSM) | 0.52% | 0% | 17.76% | 5/30/2024 |
 Lyft (LYFT) | 0.41% | 0% | 11.44% | 10/14/2024 |
 Ripple / Euro (XRPEUR) | 0.32% | 0% | 24.08% | 7/22/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.3% | 0% | 6.08% | 11/25/2025 |
 Moncler (MONC.MI) | 0.29% | 0% | 2.74% | 11/21/2025 |
 Jasmy (JASMY) | 0.27% | 0% | 10.85% | 11/7/2024 |
 ChinaA50 Index (Non Expiry) (CHINA50) | 0.27% | 0% | 8.1% | 1/7/2026 |
 Realty Income (O) | 0.21% | 1.72% | 12.16% | - |
 XRP (XRP) | 0.17% | 0% | 3.58% | 11/7/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.16% | 1.84% | 8.82% | - |
 Repsol (REP.MC) | 0.12% | 0% | 1.31% | 6/21/2024 |
 Akash Network (AKT) | 0.11% | 2.07% | 4.89% | - |
 AMD (AMD) | 0.1% | 0% | 1.07% | 6/20/2024 |
 Oil (Non Expiry) (OIL) | 0.08% | 0% | 1.43% | 8/21/2024 |
 E-Home (EJH) | 0.06% | 0% | 0.48% | 6/24/2024 |
 Tilray (TLRY) | 0.05% | 0% | 2.5% | 10/30/2024 |
 Nio (NIO) | 0.03% | 0% | 1.79% | 9/6/2024 |
 McDonald's (MCD) | 0.03% | 0% | 0.36% | 7/29/2024 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.02% | 0% | 0.24% | 6/5/2024 |
 Robinhood Markets Inc. (HOOD) | 0.01% | 0% | 1.43% | 10/30/2024 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.24% | 2/1/2026 |
 PayPal (PYPL) | 0.01% | 0% | 1.43% | 10/30/2024 |
 Ryanair (RYAAY) | 0.01% | 0% | 0.12% | 7/26/2024 |
 BWX Technologies (BWXT) | 0.01% | 0% | 1.43% | 10/30/2024 |
 Tesla (TSLA) | 0% | 0% | 1.43% | 10/30/2024 |
 Brinker Intl. (EAT) | 0% | 0% | 1.43% | 10/30/2024 |
 FTAI Aviation (FTAI) | 0% | 0% | 1.43% | 10/30/2024 |
 AppLovin (APP) | 0% | 0% | 1.43% | 10/30/2024 |
 Bitcoin (BTC) | 0% | 0% | 0.24% | 7/24/2024 |
 VIX (Nov 24 Future) (VIX.NOV24) | 0% | 0% | 0.12% | 11/7/2024 |
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) | 29.85% | 28.91% |
| Verizon (VZ) | 21.81% | 20.86% |
| NVIDIA (NVDA) | 11.57% | 11.55% |
| Chevron (CVX) | 10.28% | 10.05% |
| Johnson & Johnson (JNJ) | 5.14% | 6.67% |
| MercadoLibre (MELI) | 5.14% | 5.54% |
| Meta (META) | 5.14% | 5.24% |
| ChinaA50 Index (Non Expiry) (CHINA50) | 2.57% | 3.06% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.