Loading...
Portfolio Diversification
Range
Most Diversified
51 instruments
August 9, 2023
Least Diversified
0 instruments
February 2, 2025
Average
43.3 instruments
Most Consistent Holdings
Top 5
INTC99.65%
03333.HK99.65%
9988.HK99.65%
PATH99.65%
ADA99.65%
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 |
|---|---|---|---|---|
 Disney (DIS) | 10.18% | 10.92% | 87.32% | - |
| Intel (INTC) | 4.5% | 4.87% | 99.65% | - |
 Microsoft (MSFT) | 4.24% | 9.43% | 36.49% | - |
 Toyota (TM) | 3.96% | 7.13% | 49.7% | - |
 LVMH (MC.PA) | 3.23% | 7.32% | 41.44% | - |
 UPS (UPS) | 3.06% | 4.01% | 61.25% | - |
 Apple (AAPL) | 2.93% | 6.26% | 41.96% | - |
 3M (MMM) | 2.92% | 0% | 47.09% | 8/5/2024 |
 Volkswagen (VOW3.DE) | 2.9% | 5.11% | 47.44% | - |
 Alibaba (BABA) | 2.84% | 0% | 94.09% | 1/2/2026 |
 UnitedHealth (UNH) | 2.2% | 7.87% | 24.85% | - |
 Swatch (UHR.ZU) | 2.18% | 0% | 57.78% | 1/5/2026 |
 Cisco (CSCO) | 2.17% | 0% | 29.11% | 4/4/2025 |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 2.15% | 0% | 94.09% | 1/2/2026 |
| Cardano (ADA) | 1.94% | 0.42% | 99.65% | - |
 China Mobile (0941.HK) | 1.87% | 0.98% | 96.52% | - |
 SPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L) | 1.83% | 0% | 37.53% | 8/5/2024 |
 Rio Tinto (RIO) | 1.73% | 3.4% | 60.38% | - |
 Sinopec (0386.HK) | 1.63% | 0% | 32.84% | 2/22/2024 |
 Tencent (0700.HK) | 1.57% | 0% | 27.19% | 5/27/2024 |
 Hasbro (HAS) | 1.41% | 0% | 38.84% | 8/5/2024 |
 iShares Gold Producers UCITS ETF (SPGP.L) | 1.25% | 0% | 37.01% | 4/15/2024 |
| UiPath (PATH) | 1.22% | 1.24% | 99.65% | - |
 OCI (OCI.NV) | 1.14% | 0% | 26.67% | 3/4/2024 |
 Airbnb (ABNB) | 1.14% | 0% | 24.41% | 11/8/2024 |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 1.11% | 0% | 26.32% | 11/7/2023 |
 Telia (TELIA.ST) | 1.07% | 0% | 34.49% | 4/9/2024 |
 Leggett & Platt (LEG) | 1.04% | 1.03% | 61.51% | - |
| Alibaba (9988.HK) | 1.03% | 0.38% | 99.65% | - |
 CVS Health (CVS) | 1% | 0% | 17.64% | 5/22/2025 |
 Yanzhou Coal (1171.HK) | 0.95% | 0% | 20.24% | 4/2/2024 |
 CNBM (3323.HK) | 0.89% | 0% | 89.14% | 1/5/2026 |
 Rigetti (RGTI) | 0.86% | 2.54% | 22.33% | - |
 Stadler (SRAIL.ZU) | 0.85% | 0% | 94.35% | 1/5/2026 |
 Roblox (RBLX) | 0.85% | 0% | 75.24% | 5/27/2025 |
 IIPR (IIPR) | 0.84% | 0% | 35.97% | 3/1/2024 |
 NuScale Power (SMR) | 0.83% | 0.98% | 34.06% | - |
 Chiliz (CHZ) | 0.83% | 0.15% | 99.65% | - |
 Humana (HUM) | 0.83% | 0% | 19.46% | 5/22/2025 |
 Link REIT (823.HK) | 0.83% | 0% | 92.53% | 1/5/2026 |
 Sinopec (02386.HK) | 0.83% | 0% | 25.54% | 12/5/2023 |
 Meituan (03690.HK) | 0.83% | 0% | 55.26% | 10/7/2024 |
 The Graph (GRT) | 0.8% | 0.06% | 99.65% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.78% | 0% | 32.15% | 2/19/2026 |
 Danone (BN.PA) | 0.76% | 0% | 32.15% | 3/4/2024 |
 Coinbase (COIN) | 0.74% | 0% | 77.85% | 6/27/2025 |
 WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 0.73% | 5.21% | 20.94% | - |
 iShares MSCI AC Far East ex-Japan UCITS ETF (IFFF.L) | 0.72% | 0% | 28.06% | 4/2/2024 |
 GAC (2238.HK) | 0.65% | 0% | 94.18% | 1/5/2026 |
 Sprott Uranium Miners UCITS ETF (U3O8.DE) | 0.63% | 2.46% | 34.23% | - |
 iShares Asia Pacific Dividend UCITS ETF (IAPD.L) | 0.57% | 0% | 33.36% | 8/5/2024 |
 Nomad Foods (NOMD) | 0.56% | 0% | 94.09% | 1/2/2026 |
 Altria (MO) | 0.52% | 0% | 13.47% | 8/5/2024 |
 Sabra Health Care REIT (SBRA) | 0.51% | 0% | 55% | 10/4/2024 |
 Medifast (MED.US) | 0.51% | 0% | 57.6% | 7/9/2025 |
 Lenovo (0992.HK) | 0.5% | 0% | 21.2% | 9/6/2023 |
 Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 0.49% | 0% | 35.53% | 2/19/2026 |
 Geely (00175.HK) | 0.48% | 0% | 94.35% | 1/5/2026 |
 Bank of America (BAC) | 0.48% | 0% | 49.17% | 7/29/2024 |
 Xinyi Solar (0968.HK) | 0.48% | 0% | 94.35% | 1/5/2026 |
 Stellar (XLM) | 0.46% | 0% | 59.77% | 11/29/2024 |
 Xiaomi (1810.HK) | 0.35% | 0% | 57.86% | 11/7/2024 |
 Palantir (PLTR) | 0.33% | 0% | 37.79% | 3/19/2024 |
 Corsair (CRSR) | 0.31% | 0% | 78.89% | 7/9/2025 |
 Johnson & Johnson (JNJ) | 0.3% | 0% | 9.38% | 5/22/2025 |
| China Evergrande Group (03333.HK) | 0.27% | 0.03% | 99.65% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.26% | 5.1% | 5.3% | - |
 Amazon (AMZN) | 0.24% | 0% | 5.04% | 3/1/2023 |
 Lemonade (LMND) | 0.23% | 0% | 89.31% | 11/6/2025 |
 D-Wave (QBTS) | 0.22% | 0% | 1.56% | 1/7/2025 |
 Landis+Gyr (LAND.ZU) | 0.22% | 0% | 9.3% | 5/30/2025 |
 Temenos (TEMN.ZU) | 0.21% | 0% | 6.86% | 8/2/2024 |
 China Railway (0390.HK) | 0.2% | 0% | 21.29% | 9/7/2023 |
 PayPal (PYPL) | 0.2% | 0% | 6.34% | 4/15/2024 |
 Jumia (JMIA) | 0.19% | 0% | 78.89% | 7/9/2025 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.17% | 7.02% | 5.56% | - |
 Qudian (HTT) | 0.17% | 0% | 14.77% | 6/23/2023 |
 SNDL (SNDL) | 0.16% | 0% | 78.89% | 7/9/2025 |
 Co-Diagnostics (CODX) | 0.15% | 0% | 78.89% | 7/9/2025 |
 Bluebird Bio (BLUE) | 0.15% | 0% | 78.19% | 7/1/2025 |
 Tritax (BBOX.L) | 0.14% | 0% | 4.43% | 2/22/2023 |
 SentinelOne (S.US) | 0.13% | 0.53% | 21.63% | - |
 AMD (AMD) | 0.12% | 0% | 7.99% | 4/5/2023 |
 Ping An Healthcare (1833.HK) | 0.12% | 0% | 78.97% | 7/10/2025 |
 Nio (NIO) | 0.12% | 0% | 78.89% | 7/9/2025 |
 Ping An (2318.HK) | 0.11% | 0% | 4.87% | 2/27/2023 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.11% | 2.01% | 5.56% | - |
 Zijin Mining (2899.HK) | 0.1% | 0% | 3.04% | 2/6/2023 |
 Roche (ROG.ZU) | 0.07% | 0% | 2.43% | 5/14/2024 |
 Lloyd's (LLOY.L) | 0.04% | 0% | 2.43% | 1/30/2023 |
 Amundi (AMUN.PA) | 0.04% | 0% | 2.78% | 2/3/2023 |
 ConAgra (CAG) | 0.04% | 0% | 6.43% | 1/28/2026 |
 L&G Battery Value-Chain UCITS ETF (BATE.DE) | 0.03% | 0.88% | 2.87% | - |
 iShares Automation & Robotics UCITS ETF (2B76.DE) | 0.02% | 0.71% | 3.3% | - |
 Senmiao Technology (AIHS) | 0.02% | 0% | 9.64% | 4/25/2023 |
 Allianz (ALV.DE) | 0.01% | 0% | 0.35% | 1/5/2023 |
 Solventum (SOLV) | 0.01% | 0% | 1.13% | 4/15/2024 |
 ToughBuilt (TBLT) | 0% | 0% | 9.64% | 4/25/2023 |
 Ionq (IONQ) | 0% | 0.86% | 0.43% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Disney (DIS) | 9.88% | 11.71% |
| Microsoft (MSFT) | 10.02% | 10.68% |
| LVMH (MC.PA) | 8.35% | 9.16% |
| UnitedHealth (UNH) | 8.34% | 8.69% |
| Toyota (TM) | 5.69% | 6.68% |
| Apple (AAPL) | 4.65% | 6.33% |
| Volkswagen (VOW3.DE) | 5.32% | 5.7% |
| WisdomTree Core Physical Silver UCITS ETF (WSLV.L) | 2.27% | 4.22% |
| Intel (INTC) | 4.05% | 3.96% |
| UPS (UPS) | 4.87% | 3.72% |
| Rigetti (RGTI) | 1.97% | 3.17% |
| Rio Tinto (RIO) | 2.3% | 2.89% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 2.61% | 2.59% |
| Swatch (UHR.ZU) | 3.13% | 2.31% |
| Sprott Uranium Miners UCITS ETF (U3O8.DE) | 1.52% | 1.89% |
| Alibaba (BABA) | 2.16% | 1.88% |
| Amundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE) | 1.86% | 1.81% |
| UiPath (PATH) | 1.68% | 1.64% |
| NuScale Power (SMR) | 1.9% | 1.14% |
| Leggett & Platt (LEG) | 1.85% | 1.02% |
| China Mobile (0941.HK) | 0.72% | 0.98% |
| iShares $ Corporate Bond UCITS ETF (LQDE.L) | 1.02% | 0.92% |
| ConAgra (CAG) | 0.66% | 0.62% |
| Nomad Foods (NOMD) | 0.81% | 0.59% |
| SentinelOne (S.US) | 0.69% | 0.54% |
| CNBM (3323.HK) | 0.8% | 0.52% |
| Cardano (ADA) | 2.86% | 0.51% |
| Alibaba (9988.HK) | 0.49% | 0.39% |
| Geely (00175.HK) | 0.56% | 0.33% |
| GAC (2238.HK) | 0.61% | 0.29% |
| Link REIT (823.HK) | 0.45% | 0.28% |
| Stadler (SRAIL.ZU) | 0.57% | 0.21% |
| Chiliz (CHZ) | 1.9% | 0.17% |
| Xinyi Solar (0968.HK) | 0.38% | 0.1% |
| The Graph (GRT) | 2.27% | 0.08% |
| China Evergrande Group (03333.HK) | 0.49% | 0.02% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.