Loading...
Portfolio Diversification
Range
Most Diversified
8 instruments
April 5, 2025
Least Diversified
0 instruments
November 13, 2024
Average
2.7 instruments
Most Consistent Holdings
Top 5
BTC40.65%
SAP.DE39.98%
NVDA35.14%
WMT25.23%
AIR.PA18.92%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 28, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 20.05% | 0% | 21.51% | 6/25/2024 | |
| NVIDIA (NVDA) | 9.41% | 99.68% | 35.14% | - |
| Walmart (WMT) | 4.45% | 0% | 25.23% | 9/30/2025 |
| SAP (SAP.DE) | 3.44% | 0% | 39.98% | 4/22/2026 |
| Bitcoin (BTC) | 2.78% | 0% | 40.65% | 1/20/2025 |
| Airbus (AIR.PA) | 2.56% | 0% | 18.92% | 9/10/2025 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 1.84% | 0% | 10.02% | 3/4/2025 |
 Alibaba (BABA) | 1.79% | 0% | 15.77% | 9/30/2025 |
 Heico (HEI) | 1.63% | 0% | 18.02% | 4/29/2025 |
 Visa (V) | 1.59% | 0% | 15.2% | 4/4/2025 |
 Federal Realty (FRT) | 0.88% | 0% | 9.23% | 2/25/2025 |
 Alphabet (GOOGL) | 0.57% | 0% | 7.55% | 1/21/2025 |
 Volkswagen (VOW3.DE) | 0.42% | 0% | 4.5% | 5/14/2025 |
 Boeing (BA) | 0.35% | 0% | 5.52% | 5/13/2025 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.28% | 0% | 2.14% | 4/23/2025 |
 Northrop Grumman (NOC) | 0.27% | 0% | 3.94% | 4/29/2025 |
 Vistra (VST) | 0.06% | 0% | 0.68% | 3/24/2025 |
 US Natural Gas (UNG) | 0.03% | 0% | 0.56% | 11/20/2024 |
 Reddit Inc (RDDT) | 0.02% | 0% | 0.23% | 2/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SAP (SAP.DE) | 9.54% | 7.83% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.