Loading...
Portfolio Diversification
Range
Most Diversified
12 instruments
August 23, 2023
Least Diversified
8 instruments
January 2, 2023
Average
9.2 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
ET100%
RR.L100%
03333.HK100%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 18.18% | 12.14% | 100% | - |
| Microsoft (MSFT) | 17.39% | 9.61% | 100% | - |
| Rolls-Royce (RR.L) | 11.33% | 22.95% | 100% | - |
 ASM (ASM.NV) | 7.08% | 0% | 45.79% | 6/20/2024 |
 Palantir (PLTR) | 5.19% | 11.39% | 100% | - |
| Energy Transfer (ET) | 4.72% | 4.58% | 100% | - |
 iShares MSCI China ETF (MCHI) | 4.11% | 3.63% | 100% | - |
 Take-Two (TTWO) | 3.96% | 5.88% | 80.1% | - |
 Bitcoin (BTC) | 2.59% | 0% | 11.47% | 1/3/2024 |
| China Evergrande Group (03333.HK) | 1.06% | 0.23% | 100% | - |
 General Dynamics (GD) | 0.7% | 1.36% | 76.19% | - |
 NVIDIA (NVDA) | 0.04% | 0% | 2.09% | 9/21/2023 |
 Bridgebio (BBIO) | 0.02% | 0% | 1.39% | 9/7/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 3.93% | 19.52% |
| Microsoft (MSFT) | 5.89% | 17.9% |
| Apple (AAPL) | 3.93% | 12.22% |
| Palantir (PLTR) | 3.93% | 11.96% |
| Take-Two (TTWO) | 3.93% | 7.89% |
| Energy Transfer (ET) | 1.96% | 3.64% |
| iShares MSCI China ETF (MCHI) | 11.78% | 3.57% |
| General Dynamics (GD) | 0.82% | 1.07% |
| China Evergrande Group (03333.HK) | 7.86% | 0.2% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.