Loading...
Portfolio Diversification
Range
Most Diversified
13 instruments
June 30, 2023
Least Diversified
2 instruments
December 24, 2024
Average
6 instruments
Most Consistent Holdings
Top 5
T100%
WBD89.21%
LTH68.58%
BHC48.65%
PSKY39.6%
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 |
|---|---|---|---|---|
| Life Time (LTH) | 29.92% | 47.64% | 68.58% | - |
| AT&T (T) | 28.09% | 45.73% | 100% | - |
| Warner Bros Discovery (WBD) | 11.32% | 0% | 89.21% | 12/15/2025 |
| Bausch Health (BHC) | 4.43% | 0% | 48.65% | 7/24/2024 |
 Lincoln National (LNC) | 3.64% | 0% | 28.46% | 12/1/2023 |
| Paramount (PSKY) | 3.59% | 0% | 39.6% | 4/8/2024 |
 Inmode (INMD) | 3.57% | 0% | 35.16% | 3/11/2024 |
 Intel (INTC) | 2.78% | 0% | 33.25% | 1/29/2024 |
 Teradyne (TER) | 2.57% | 0% | 30.2% | 12/21/2023 |
 SkyWest (SKYW) | 2.56% | 0% | 23.93% | 11/14/2023 |
 Philips (PHG) | 2.47% | 0% | 31.51% | 1/5/2024 |
 Meta (META) | 1.42% | 0% | 25.07% | 10/23/2023 |
 Allegiant (ALGT) | 1.05% | 0% | 9.23% | 2/28/2024 |
 Black Hills (BKH) | 0.75% | 0% | 6.01% | 2/8/2024 |
 LG Display (LPL) | 0.56% | 0% | 16.88% | 7/17/2023 |
 SPDR S&P Regional Banking ETF (KRE) | 0.32% | 0% | 11.66% | 11/14/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Life Time (LTH) | 44.88% | 51.31% |
| AT&T (T) | 44.58% | 42.08% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.