Loading...
Portfolio Diversification
Range
Most Diversified
20 instruments
May 6, 2025
Least Diversified
0 instruments
April 4, 2026
Average
19.7 instruments
Most Consistent Holdings
Top 5
MSFT98.91%
KO98.91%
PG98.91%
NVDA98.91%
SBUX98.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 6, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 AMD (AMD) | 9.49% | 15.82% | 98.03% | - |
| NVIDIA (NVDA) | 6.33% | 6.42% | 98.91% | - |
 Goldman Sachs (GS) | 5.9% | 6.29% | 98.91% | - |
 Oracle (ORCL) | 5.36% | 3.15% | 98.69% | - |
 Johnson & Johnson (JNJ) | 5.16% | 5.5% | 98.03% | - |
 Apple (AAPL) | 5% | 5.12% | 98.47% | - |
 Bank of America (BAC) | 4.98% | 5.13% | 98.47% | - |
 Amazon (AMZN) | 4.86% | 4.83% | 98.47% | - |
 JPMorgan (JPM) | 4.77% | 4.75% | 98.03% | - |
 BlackRock (BLK) | 4.57% | 4.04% | 98.91% | - |
 Charles Schwab (SCHW) | 4.56% | 4.33% | 98.91% | - |
 Eli Lilly (LLY) | 4.49% | 4.76% | 98.91% | - |
| Starbucks (SBUX) | 4.42% | 4.17% | 98.91% | - |
 PepsiCo (PEP) | 4.38% | 3.48% | 98.69% | - |
| Microsoft (MSFT) | 4.22% | 3.7% | 98.91% | - |
 Pfizer (PFE) | 4.15% | 3.53% | 98.03% | - |
| Coca-Cola (KO) | 4.13% | 4.04% | 98.91% | - |
 Home Depot (HD) | 3.99% | 3.24% | 98.03% | - |
| Procter & Gamble (PG) | 3.8% | 3.04% | 98.91% | - |
 UnitedHealth (UNH) | 3.28% | 3.41% | 98.69% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 4.95% | 8.51% |
| NVIDIA (NVDA) | 4.95% | 6.58% |
| Goldman Sachs (GS) | 4.95% | 6.28% |
| Bank of America (BAC) | 4.95% | 5.4% |
| Apple (AAPL) | 4.95% | 5.39% |
| Johnson & Johnson (JNJ) | 4.95% | 5.34% |
| Eli Lilly (LLY) | 4.95% | 5.26% |
| Oracle (ORCL) | 4.95% | 5.23% |
| JPMorgan (JPM) | 4.95% | 5.15% |
| Amazon (AMZN) | 4.95% | 4.94% |
| Charles Schwab (SCHW) | 4.95% | 4.85% |
| BlackRock (BLK) | 4.95% | 4.63% |
| Microsoft (MSFT) | 4.95% | 4.46% |
| PepsiCo (PEP) | 4.95% | 4.34% |
| Pfizer (PFE) | 4.95% | 4.13% |
| Starbucks (SBUX) | 4.95% | 4.05% |
| Coca-Cola (KO) | 4.95% | 3.93% |
| Home Depot (HD) | 4.95% | 3.82% |
| Procter & Gamble (PG) | 4.95% | 3.59% |
| UnitedHealth (UNH) | 4.95% | 3.3% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.