Loading...
Portfolio Diversification
Range
Most Diversified
40 instruments
March 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
37.3 instruments
Most Consistent Holdings
Top 5
MCD99.52%
NIU99.52%
NESN.ZU99.44%
ABBV99.44%
WMB99.44%
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 |
|---|---|---|---|---|
| Williams (WMB) | 12.65% | 15.71% | 99.44% | - |
 JeppeKirkBonde | 10.29% | 13.14% | 98.15% | - |
 Bitcoin (BTC) | 9.72% | 7.11% | 99.44% | - |
 Kinross Gold (KGC) | 5.83% | 10.3% | 99.44% | - |
| McDonald's (MCD) | 5.09% | 4.27% | 99.52% | - |
 MercadoLibre (MELI) | 3.91% | 2.52% | 99.44% | - |
| Nestle (NESN.ZU) | 3.46% | 2.23% | 99.44% | - |
| AbbVie (ABBV) | 2.76% | 3.35% | 99.44% | - |
 General Dynamics (GD) | 2.51% | 3.28% | 93.88% | - |
 InfraCap MLP ETF (AMZA) | 2.43% | 2.55% | 99.44% | - |
 Alphabet (GOOG) | 2.11% | 3.37% | 99.36% | - |
 Darden (DRI) | 2.02% | 1.79% | 99.28% | - |
 Global SuperDividend US ETF (DIV) | 2.02% | 1.66% | 99.44% | - |
 British American Tobacco (BTI) | 1.87% | 1.94% | 99.44% | - |
 YieldKing | 1.72% | 1.81% | 98.15% | - |
 DividendGrowth | 1.53% | 1.28% | 98.15% | - |
 Novo Nordisk (NOVO-B.CO) | 1.53% | 1.58% | 62.96% | - |
 Vanguard S&P 500 ETF (VOO) | 1.42% | 1.51% | 98.71% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 1.4% | 1.33% | 99.44% | - |
 Home Depot (HD) | 1.29% | 0.88% | 99.36% | - |
 Unilever (ULVR.L) | 1.28% | 0.84% | 99.44% | - |
 Altria (MO) | 1.16% | 1.26% | 99.44% | - |
 Salesforce (CRM) | 1.13% | 0.66% | 99.11% | - |
 MicroSectors US Big Oil Index 3X Leveraged ETN (NRGU) | 1.01% | 0% | 45.57% | 7/29/2024 |
 iShares MSCI India ETF (INDA) | 1% | 0.74% | 98.79% | - |
 iShares Core U.S. REIT ETF (USRT) | 0.99% | 0.9% | 99.28% | - |
 Invesco QQQ (QQQ) | 0.95% | 1.55% | 70.37% | - |
 AI-Revolution | 0.89% | 3.32% | 36.15% | - |
 Global X SuperDividend ETF (SDIV) | 0.89% | 0.73% | 99.44% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.86% | 0.79% | 98.55% | - |
 Microsoft (MSFT) | 0.69% | 0.56% | 99.11% | - |
 knw500 | 0.68% | 0.59% | 98.15% | - |
 State Street SPDR S&P 500 ETF (SPY) | 0.68% | 0.72% | 99.11% | - |
 Bayer (BAYN.DE) | 0.58% | 0% | 31.72% | 2/6/2024 |
 H&M (HM-B.ST) | 0.55% | 0.44% | 99.44% | - |
 Enphase (ENPH) | 0.52% | 0% | 18.6% | 8/24/2023 |
 Nio (NIO) | 0.39% | 0.24% | 99.36% | - |
 Prospect Capital (PSEC) | 0.3% | 0% | 65.14% | 3/31/2025 |
 SolarEdge (SEDG) | 0.28% | 0% | 20.45% | 9/18/2023 |
| Niu (NIU) | 0.17% | 0.1% | 99.52% | - |
 SS SPDR S&P 500 UCITS ETF (SPY5.L) | 0.16% | 1.65% | 10.31% | - |
 OCI (OCI.NV) | 0.12% | 0% | 11.84% | 5/31/2023 |
 DNB (DNB.OL) | 0.05% | 0.46% | 11.35% | - |
 Palantir (PLTR) | 0.03% | 0% | 11.76% | 5/30/2023 |
 Ross Stores (ROST) | 0.02% | 0.94% | 1.93% | - |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.01% | 0.06% | 13.69% | - |
 Swedish Match AB (SWMA.ST) | 0% | 0% | 0.08% | 1/2/2023 |
 PLAYA US delisting CVR (CVR PLAYA US MERGER) | 0% | 0% | 0% | - |
 Solventum (SOLV) | 0% | 0% | 0% | - |
 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 |
|---|---|---|
| Williams (WMB) | 9.52% | 13.48% |
| JeppeKirkBonde | 9.79% | 11.54% |
| Kinross Gold (KGC) | 3.17% | 11.36% |
| Bitcoin (BTC) | 7.3% | 10.47% |
| McDonald's (MCD) | 5.71% | 4.79% |
| General Dynamics (GD) | 3.17% | 3.27% |
| MercadoLibre (MELI) | 1.9% | 3.25% |
| Alphabet (GOOG) | 1.9% | 2.97% |
| AbbVie (ABBV) | 2.54% | 2.74% |
| AI-Revolution | 3.18% | 2.49% |
| Nestle (NESN.ZU) | 5.08% | 2.35% |
| InfraCap MLP ETF (AMZA) | 2.54% | 2.24% |
| British American Tobacco (BTI) | 1.9% | 1.88% |
| Novo Nordisk (NOVO-B.CO) | 7.3% | 1.84% |
| YieldKing | 1.73% | 1.74% |
| Darden (DRI) | 1.9% | 1.71% |
| Global SuperDividend US ETF (DIV) | 2.54% | 1.55% |
| Vanguard S&P 500 ETF (VOO) | 1.27% | 1.43% |
| Invesco QQQ (QQQ) | 1.27% | 1.39% |
| DividendGrowth | 1.73% | 1.28% |
| Vanguard S&P 500 Value ETF (VOOV) | 1.27% | 1.27% |
| Altria (MO) | 1.27% | 1.03% |
| Unilever (ULVR.L) | 1.27% | 1.02% |
| Home Depot (HD) | 1.27% | 1% |
| Salesforce (CRM) | 1.27% | 0.97% |
| iShares MSCI India ETF (INDA) | 1.11% | 0.86% |
| iShares Core U.S. REIT ETF (USRT) | 1.27% | 0.8% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 0.95% | 0.78% |
| Global X SuperDividend ETF (SDIV) | 1.27% | 0.73% |
| State Street SPDR S&P 500 ETF (SPY) | 0.63% | 0.68% |
| Microsoft (MSFT) | 0.63% | 0.67% |
| knw500 | 0.7% | 0.59% |
| H&M (HM-B.ST) | 0.63% | 0.51% |
| Nio (NIO) | 2.79% | 0.24% |
| Niu (NIU) | 2.09% | 0.13% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.06% |
| Meituan (03690.HK) | 0% | 0% |
| Solventum (SOLV) | 0% | 0% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.