Loading...
Portfolio Diversification
Range
Most Diversified
78 instruments
January 16, 2026
Least Diversified
0 instruments
February 2, 2025
Average
71.2 instruments
Most Consistent Holdings
Top 5
JNJ98.69%
T.US98.69%
XOM98.69%
CL98.69%
TSLA98.69%
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 |
|---|---|---|---|---|
 Italian-Heritage | 4.27% | 6.03% | 74.47% | - |
 II-Disruptive | 3.78% | 5.19% | 74.47% | - |
 AI-Revolution | 3.74% | 5.37% | 75.13% | - |
 Magnificent-7 | 3.63% | 5.59% | 69.4% | - |
 EuropeTech | 3.07% | 4.13% | 72.95% | - |
 Bitcoin (BTC) | 2.98% | 3.37% | 98.48% | - |
 Ethereum (ETH) | 2.86% | 1.85% | 98.62% | - |
 Hermes (RMS.PA) | 2.76% | 1.18% | 98.4% | - |
 Alphabet (GOOG) | 2.52% | 3.04% | 97.97% | - |
 Microsoft (MSFT) | 2.42% | 2.1% | 98.04% | - |
 ValueGurus | 2.39% | 3.63% | 59.97% | - |
 Vanguard Information Technology (VGT) | 2.23% | 2.45% | 98.62% | - |
| 1.82% | 0% | 37.71% | 12/30/2025 | |
 Nordea (NDA_SE.ST) | 1.65% | 1.37% | 98.19% | - |
| ExxonMobil (XOM) | 1.52% | 1.47% | 98.69% | - |
 Intesa Sanpaolo (ISP.MI) | 1.46% | 1.5% | 98.26% | - |
 L'Oréal (OR.PA) | 1.36% | 0.89% | 98.69% | - |
 McDonald's (MCD) | 1.33% | 0.72% | 98.4% | - |
 Crypto-currency | 1.27% | 2.17% | 46.41% | - |
 Ford (F) | 1.25% | 0.8% | 98.4% | - |
 PepsiCo (PEP) | 1.24% | 0.64% | 98.62% | - |
 Generali (G.MI) | 1.24% | 1.31% | 98.04% | - |
 Chevron (CVX.US) | 1.22% | 1.08% | 98.4% | - |
 HSBC (HSBA.L) | 1.21% | 1.37% | 98.69% | - |
 Energy Transfer (ET) | 1.18% | 0.96% | 98.4% | - |
 Antero Midstream (AM) | 1.17% | 1.14% | 90.72% | - |
| Johnson & Johnson (JNJ) | 1.16% | 1.1% | 98.69% | - |
 Poste Italiane (PST.MI) | 1.16% | 1.26% | 98.04% | - |
 Allianz (ALV.DE) | 1.15% | 1.11% | 98.69% | - |
 TotalEnergies (TTE.PA) | 1.12% | 0.95% | 98.69% | - |
 Procter & Gamble (PG) | 1.11% | 0.72% | 97.9% | - |
| Colgate (CL) | 1.11% | 0.78% | 98.69% | - |
 ABN AMRO (ABN.NV) | 1.09% | 1.5% | 98.26% | - |
 Enterprise Products (EPD) | 1.07% | 0.85% | 98.11% | - |
 UBS (UBSG.ZU) | 1.07% | 1.06% | 98.62% | - |
 Invesco QQQ (QQQ) | 1.04% | 1.05% | 98.04% | - |
 Unipol (UNI.MI) | 1.02% | 1.48% | 98.33% | - |
 LuxuryBrands | 1.02% | 0% | 14.58% | 11/15/2023 |
 Altria (MO) | 0.99% | 0.91% | 98.69% | - |
 Eni (ENI.MI) | 0.99% | 1.08% | 98.69% | - |
 Sanofi (SAN.PA) | 0.97% | 0.5% | 98.48% | - |
 Coca-Cola (KO) | 0.95% | 0% | 81.44% | 2/12/2026 |
 Enel (ENEL.MI) | 0.91% | 0.76% | 98.55% | - |
 Repsol (REP.MC) | 0.88% | 1.1% | 98.4% | - |
 WisdomTree Core Physical Gold (WGLD.L) | 0.85% | 3.67% | 20.23% | - |
 Kimberly-Clark (KMB) | 0.85% | 0.45% | 98.55% | - |
 Unilever (ULVR.L) | 0.83% | 0.54% | 98.33% | - |
 Legal & General (LGEN.L) | 0.81% | 0.63% | 98.33% | - |
 Aviva (AV.L) | 0.81% | 0.73% | 98.11% | - |
 Emerson (EMR) | 0.79% | 0.72% | 98.4% | - |
 Nestle (NESN.ZU) | 0.78% | 0.43% | 98.48% | - |
| Tesla (TSLA) | 0.76% | 0.68% | 98.69% | - |
 Swedbank (SWED-A.ST) | 0.76% | 0.82% | 98.69% | - |
 Cardano (ADA) | 0.72% | 0.23% | 97.75% | - |
 Fresenius (FRE0.DE) | 0.65% | 0.56% | 98.4% | - |
 AXA (CS.PA) | 0.65% | 0% | 44.6% | 9/16/2024 |
 Devon Energy (DVN) | 0.62% | 0.51% | 90.72% | - |
 Apple (AAPL) | 0.61% | 0% | 37.56% | 6/11/2024 |
 Main Street Capital (MAIN) | 0.59% | 0.41% | 98.69% | - |
 Societe Generale (GLE.PA) | 0.58% | 0% | 56.64% | 3/3/2025 |
 E.ON (EOAN.DE) | 0.58% | 0% | 35.32% | 5/10/2024 |
 Klepierre (LI.PA) | 0.57% | 0.46% | 97.9% | - |
 BHP (BHP) | 0.53% | 0.45% | 98.69% | - |
 Naturgy (NTGY.MC) | 0.52% | 0.39% | 98.62% | - |
 NYMT (ADAM) | 0.52% | 0.3% | 98.69% | - |
 Banca Generali (BGN.MI) | 0.51% | 0.37% | 98.69% | - |
| AT&T (T.US) | 0.48% | 0.35% | 98.69% | - |
 Enbridge (ENB) | 0.47% | 0.35% | 98.4% | - |
 D-Wave (QBTS) | 0.45% | 0.59% | 45.4% | - |
 WisdomTree-Comm | 0.43% | 3.25% | 14.14% | - |
 Medical Properties Trust (MPT) | 0.39% | 0.12% | 95.79% | - |
 B&G Foods (BGS) | 0.39% | 0.09% | 83.83% | - |
 Pioneer Natural Resources Company (PXD) | 0.37% | 0% | 35.1% | 5/7/2024 |
 ZIM (ZIM) | 0.32% | 0.9% | 44.96% | - |
 Litecoin (LTC) | 0.3% | 0.15% | 98.69% | - |
 AGNC (AGNC) | 0.28% | 0.16% | 98.48% | - |
 UnipolSai Assicurazioni SPA (US.MI) | 0.27% | 0% | 38.8% | 6/28/2024 |
 Rigetti (RGTI) | 0.25% | 0.32% | 45.4% | - |
 QuantumScape (QS) | 0.22% | 0.24% | 40.54% | - |
 Ionq (IONQ) | 0.19% | 0.28% | 45.4% | - |
 Richemont (CFR.ZU) | 0.15% | 0.31% | 45.32% | - |
 eToro Group LTD (ETOR) | 0.15% | 0.22% | 36.69% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.15% | 0% | 7.98% | 4/24/2023 |
 Ishares Nasdaq Biotechnology (IBB) | 0.14% | 0% | 7.98% | 4/24/2023 |
 LyondellBasell (LYB) | 0.14% | 0.68% | 19.14% | - |
 Invesco S&P 500 Low Volatility (SPLV) | 0.13% | 0% | 7.98% | 4/24/2023 |
 First Trust Cloud Computing (SKYY) | 0.13% | 0% | 7.98% | 4/24/2023 |
 iShares Core High Dividend ETF (HDV) | 0.12% | 0% | 7.98% | 4/24/2023 |
 RMR (RMR) | 0.12% | 0.61% | 18.56% | - |
 IIPR (IIPR) | 0.12% | 0.59% | 18.78% | - |
 CHCT (CHCT) | 0.11% | 0.44% | 19.14% | - |
 ProShares UltraPro QQQ (TQQQ) | 0.08% | 0% | 2.61% | 6/13/2024 |
 Quantum-Si (QSI) | 0.08% | 0.14% | 45.18% | - |
 Ishares Russell 2000 ETF (IWM) | 0.07% | 0% | 7.98% | 4/24/2023 |
 Sunrise Communications AG (SNREY) | 0.06% | 0% | 27.41% | 12/3/2025 |
 KraneShares CSI China Internet (KWEB) | 0.04% | 0% | 7.98% | 4/24/2023 |
 Warner Bros Discovery (WBD) | 0.04% | 0% | 46.27% | 10/10/2024 |
 VAULTA (A) | 0.03% | 0% | 46.27% | 10/10/2024 |
 XRP (XRP) | 0.03% | 0% | 31.11% | 3/13/2024 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 1.02% | 6/4/2024 |
 GE Vernova (GEV) | 0% | 0% | 13.63% | 10/10/2024 |
 Crowdstrike (CRWD) | 0% | 0% | 0.44% | 7/30/2024 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.22% | 5/23/2024 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 2.61% | 1/14/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Italian-Heritage | 6.74% | 6.08% |
| Magnificent-7 | 4.78% | 5.41% |
| II-Disruptive | 5.92% | 4.64% |
| AI-Revolution | 4.27% | 4.19% |
| WisdomTree Core Physical Gold (WGLD.L) | 3.93% | 4.18% |
| Bitcoin (BTC) | 1.67% | 3.89% |
| ValueGurus | 5.05% | 3.74% |
| EuropeTech | 5.31% | 3.64% |
| Alphabet (GOOG) | 0.95% | 3.1% |
| Crypto-currency | 4.75% | 2.56% |
| Ethereum (ETH) | 0.25% | 2.45% |
| Hermes (RMS.PA) | 0.95% | 2.12% |
| Vanguard Information Technology (VGT) | 0.95% | 2.1% |
| Microsoft (MSFT) | 0.95% | 2.1% |
| Intesa Sanpaolo (ISP.MI) | 0.95% | 1.67% |
| Nordea (NDA_SE.ST) | 0.95% | 1.57% |
| D-Wave (QBTS) | 0.47% | 1.4% |
| Unipol (UNI.MI) | 0.47% | 1.37% |
| Poste Italiane (PST.MI) | 0.95% | 1.26% |
| HSBC (HSBA.L) | 0.95% | 1.26% |
| ABN AMRO (ABN.NV) | 0.47% | 1.24% |
| Generali (G.MI) | 0.95% | 1.24% |
| UBS (UBSG.ZU) | 0.47% | 1.12% |
| Allianz (ALV.DE) | 0.95% | 1.12% |
| ExxonMobil (XOM) | 0.95% | 1.09% |
| Antero Midstream (AM) | 0.95% | 1.08% |
| McDonald's (MCD) | 0.95% | 0.98% |
| Invesco QQQ (QQQ) | 0.47% | 0.97% |
| Johnson & Johnson (JNJ) | 0.95% | 0.97% |
| Ford (F) | 0.95% | 0.94% |
| L'Oréal (OR.PA) | 0.95% | 0.89% |
| Tesla (TSLA) | 0.47% | 0.88% |
| Energy Transfer (ET) | 0.95% | 0.86% |
| Enterprise Products (EPD) | 0.95% | 0.81% |
| Enel (ENEL.MI) | 0.95% | 0.81% |
| Coca-Cola (KO) | 0.95% | 0.81% |
| Chevron (CVX.US) | 0.95% | 0.8% |
| Aviva (AV.L) | 0.95% | 0.77% |
| Altria (MO) | 0.95% | 0.77% |
| Swedbank (SWED-A.ST) | 0.47% | 0.75% |
| Eni (ENI.MI) | 0.47% | 0.75% |
| PepsiCo (PEP) | 0.95% | 0.75% |
| TotalEnergies (TTE.PA) | 0.95% | 0.72% |
| Colgate (CL) | 0.95% | 0.72% |
| Procter & Gamble (PG) | 0.95% | 0.72% |
| ZIM (ZIM) | 0.95% | 0.71% |
| QuantumScape (QS) | 0.47% | 0.69% |
| Rigetti (RGTI) | 0.47% | 0.67% |
| Repsol (REP.MC) | 0.47% | 0.67% |
| Emerson (EMR) | 0.47% | 0.66% |
| Fresenius (FRE0.DE) | 0.95% | 0.66% |
| Sanofi (SAN.PA) | 0.95% | 0.61% |
| Legal & General (LGEN.L) | 0.95% | 0.6% |
| Unilever (ULVR.L) | 0.95% | 0.58% |
| Main Street Capital (MAIN) | 0.47% | 0.5% |
| Klepierre (LI.PA) | 0.47% | 0.49% |
| Kimberly-Clark (KMB) | 0.95% | 0.47% |
| Ionq (IONQ) | 0.47% | 0.43% |
| Nestle (NESN.ZU) | 0.95% | 0.43% |
| Devon Energy (DVN) | 0.95% | 0.42% |
| AT&T (T.US) | 0.95% | 0.4% |
| Banca Generali (BGN.MI) | 0.47% | 0.39% |
| Enbridge (ENB) | 0.47% | 0.38% |
| Cardano (ADA) | 0.24% | 0.37% |
| BHP (BHP) | 0.47% | 0.37% |
| Naturgy (NTGY.MC) | 0.47% | 0.36% |
| eToro Group LTD (ETOR) | 0.95% | 0.34% |
| Richemont (CFR.ZU) | 0.47% | 0.34% |
| NYMT (ADAM) | 0.95% | 0.32% |
| Medical Properties Trust (MPT) | 0.95% | 0.24% |
| AGNC (AGNC) | 0.47% | 0.21% |
| Litecoin (LTC) | 0.24% | 0.2% |
| B&G Foods (BGS) | 0.95% | 0.2% |
| Quantum-Si (QSI) | 0.46% | 0.14% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.03% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.