Loading...
Portfolio Diversification
Range
Most Diversified
6 instruments
February 3, 2023
Least Diversified
0 instruments
April 4, 2026
Average
3.5 instruments
Most Consistent Holdings
Top 5
BRK.B66.29%
RIO.L37.62%
1810.HK37.02%
WMT26.03%
AMZN25.88%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 21, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 38.23% | 69.47% | 66.29% | - |
| Amazon (AMZN) | 16.47% | 0% | 25.88% | 9/19/2024 |
 NVIDIA (NVDA) | 10.14% | 0% | 24.91% | 3/14/2025 |
 Microsoft (MSFT) | 8.33% | 0% | 18.28% | 1/24/2025 |
| Walmart (WMT) | 4.36% | 15.33% | 26.03% | - |
 Intel (INTC) | 3.54% | 0% | 22.42% | 2/19/2025 |
| Rio Tinto (RIO.L) | 3.36% | 10.49% | 37.62% | - |
| Xiaomi (1810.HK) | 2.45% | 4.23% | 37.02% | - |
 Rheinmetall (RHM.DE) | 2.13% | 0% | 12.42% | 10/2/2025 |
 Tesla (TSLA) | 1.2% | 0% | 5.57% | 2/19/2025 |
 McDonald's (MCD) | 0.85% | 0% | 5.72% | 1/7/2025 |
 Safran (SAF.PA) | 0.83% | 0% | 4.59% | 5/5/2025 |
 ThyssenKrupp (TKA.DE) | 0.75% | 0% | 6.55% | 7/21/2025 |
 Take-Two (TTWO) | 0.73% | 0% | 12.49% | 8/4/2025 |
 3M (MMM) | 0.67% | 0% | 13.77% | 7/28/2023 |
 Lockheed Martin (LMT) | 0.47% | 0% | 3.69% | 3/5/2025 |
 BYD (01211.HK) | 0.41% | 0% | 5.12% | 5/12/2025 |
 Disney (DIS) | 0.22% | 0% | 1.28% | 2/9/2023 |
 Saab (SAABB.ST) | 0.16% | 0% | 1.66% | 4/10/2025 |
 Thales (HO.PA) | 0.14% | 0% | 1.88% | 5/26/2025 |
 Apple (AAPL) | 0.07% | 0% | 0.53% | 2/6/2023 |
 Conduit (CDT) | 0.06% | 0% | 10.91% | 1/15/2025 |
 SSAB (SSABAH.HE) | 0.02% | 0% | 0.53% | 2/24/2025 |
 Gold (Non Expiry) (GOLD) | 0.02% | 0% | 0.08% | 11/8/2024 |
 Meta (META) | 0.01% | 0% | 0.53% | 2/9/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 68.78% | 68.71% |
| Walmart (WMT) | 15.58% | 16.06% |
| Rio Tinto (RIO.L) | 6.84% | 8.74% |
| Xiaomi (1810.HK) | 8.66% | 6.29% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.