Loading...
Portfolio Diversification
Range
Most Diversified
18 instruments
December 19, 2024
Least Diversified
0 instruments
January 31, 2025
Average
12 instruments
Most Consistent Holdings
Top 5
AAPL93.5%
MSFT91.75%
MCD86.35%
META84.34%
BTC80.25%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 20.2% | 0% | 91.75% | 12/26/2025 |
| Apple (AAPL) | 10.23% | 13.14% | 93.5% | - |
 rubymza | 9.96% | 0% | 35.8% | 7/31/2023 |
| McDonald's (MCD) | 9.08% | 0% | 86.35% | 3/30/2026 |
 PayPal (PYPL) | 5.66% | 0% | 62.83% | 10/17/2024 |
| Meta (META) | 4.26% | 32.14% | 84.34% | - |
 NVIDIA (NVDA) | 3.41% | 0% | 44.18% | 3/30/2026 |
| Bitcoin (BTC) | 3.35% | 23.84% | 80.25% | - |
 Berkshire Hathaway (BRK.B) | 3.26% | 0% | 40.81% | 2/9/2026 |
 Boeing (BA) | 2.63% | 0% | 28.4% | 3/30/2026 |
 Ethereum (ETH) | 2.43% | 0% | 69.27% | 1/30/2025 |
 Bank of America (BAC) | 2.05% | 0% | 59.91% | 1/30/2025 |
 Alphabet (GOOG) | 1.69% | 16.13% | 36.65% | - |
 Coca-Cola (KO) | 1.43% | 0% | 30.08% | 11/26/2024 |
 Disney (DIS) | 1.32% | 5.6% | 64% | - |
 Tesla (TSLA) | 1.25% | 0% | 46.33% | 1/30/2025 |
 Nike (NKE) | 1.18% | 0% | 50.16% | 3/13/2024 |
 BP (BP.L) | 0.75% | 1.57% | 28.4% | - |
 Raytheon (RTX) | 0.53% | 7.46% | 13.97% | - |
 TSMC (TSM) | 0.32% | 0% | 18.19% | 1/30/2025 |
 eBay (EBAY) | 0.26% | 0% | 49.32% | 2/28/2024 |
 MercadoLibre (MELI) | 0.15% | 0% | 5.46% | 1/30/2025 |
 Pfizer (PFE) | 0.09% | 0% | 49.12% | 2/28/2024 |
 ASML (ASML) | 0.07% | 0% | 15.79% | 11/26/2024 |
 Amazon (AMZN) | 0.06% | 0% | 4.22% | 1/30/2025 |
 DavidePerina | 0.04% | 0% | 1.75% | 1/27/2022 |
 Celsius (CELH) | 0.03% | 0% | 4.22% | 1/30/2025 |
 Target2030-FT | 0.02% | 0% | 0.06% | 9/18/2025 |
 Visa (V) | 0.02% | 0% | 2.08% | 2/1/2022 |
 PepsiCo (PEP) | 0.02% | 0% | 3.83% | 1/30/2025 |
 Samsung (SMSN.L) | 0.01% | 0% | 3.25% | 1/30/2025 |
 United Airlines (UAL) | 0% | 0% | 0.39% | 10/17/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 17.26% | 16.66% |
| Meta (META) | 19.23% | 16.4% |
| NVIDIA (NVDA) | 10.8% | 12.1% |
| McDonald's (MCD) | 10.54% | 10.04% |
| Boeing (BA) | 8.73% | 9.82% |
| Alphabet (GOOG) | 6.59% | 7.83% |
| Apple (AAPL) | 5.35% | 6.85% |
| Raytheon (RTX) | 3.29% | 3.63% |
| Disney (DIS) | 3.29% | 3.12% |
| Bitcoin (BTC) | 3.29% | 2.37% |
| BP (BP.L) | 0.66% | 0.62% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.