Loading...
Portfolio Diversification
Range
Most Diversified
15 instruments
April 4, 2025
Least Diversified
0 instruments
April 18, 2023
Average
10.7 instruments
Most Consistent Holdings
Top 5
LMND99.11%
PYPL99.11%
GM99.11%
EW99.11%
SYF99.11%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 18, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Lemonade (LMND) | 14.13% | 17.93% | 99.11% | - |
 Disney (DIS) | 11.56% | 4.37% | 97.63% | - |
 Ping An (2318.HK) | 9.67% | 9.19% | 96.25% | - |
| Edwards Lifesciences (EW) | 8.93% | 6.38% | 99.11% | - |
| PayPal (PYPL) | 8.29% | 2.09% | 99.11% | - |
 Broadcom (AVGO) | 6.74% | 19.39% | 30.43% | - |
| GM (GM) | 5.21% | 3.39% | 99.11% | - |
 Alibaba (9988.HK) | 3.73% | 5.24% | 65.12% | - |
 Alphabet (GOOG) | 3.47% | 13.29% | 30.43% | - |
 Block Inc. (XYZ) | 3.04% | 1.22% | 83.7% | - |
| Synchrony (SYF) | 2.72% | 1.44% | 99.11% | - |
 Virgin Galactic (SPCE) | 2.22% | 0% | 81.32% | 1/6/2026 |
 Salesforce (CRM) | 2.04% | 4.2% | 30.43% | - |
 Amazon (AMZN) | 1.73% | 4.75% | 30.43% | - |
 Beam Therapeutics (BEAM) | 0.33% | 1.15% | 29.84% | - |
 eToro Group LTD (ETOR) | 0.03% | 1.19% | 2.37% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Broadcom (AVGO) | 17.61% | 22.39% |
| Lemonade (LMND) | 3.98% | 15.34% |
| Alphabet (GOOG) | 11.53% | 13.54% |
| Ping An (2318.HK) | 8.85% | 9% |
| Edwards Lifesciences (EW) | 10.16% | 7.35% |
| Salesforce (CRM) | 10.2% | 5.71% |
| Amazon (AMZN) | 7.28% | 4.98% |
| Disney (DIS) | 6.75% | 4.9% |
| Alibaba (9988.HK) | 4.04% | 4.73% |
| GM (GM) | 2.42% | 3.51% |
| PayPal (PYPL) | 5.4% | 2.52% |
| Synchrony (SYF) | 1.1% | 1.8% |
| Block Inc. (XYZ) | 1.58% | 1.4% |
| Beam Therapeutics (BEAM) | 1.24% | 1.19% |
| Virgin Galactic (SPCE) | 5.72% | 0.37% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.