Loading...
Portfolio Diversification
Range
Most Diversified
18 instruments
January 5, 2023
Least Diversified
0 instruments
July 20, 2023
Average
7.8 instruments
Most Consistent Holdings
Top 5
MSFT86.69%
NVDA86.69%
META86.37%
AMZN86.37%
AAPL86.29%
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 |
|---|---|---|---|---|
 Invesco QQQ (QQQ) | 25.62% | 23.49% | 56.24% | - |
| NVIDIA (NVDA) | 11.01% | 6.9% | 86.69% | - |
 Alphabet (GOOGL) | 9.53% | 4.08% | 80.33% | - |
| Meta (META) | 8.66% | 0% | 86.37% | 5/19/2026 |
| Microsoft (MSFT) | 7.78% | 4.33% | 86.69% | - |
| Apple (AAPL) | 7.4% | 0% | 86.29% | 5/19/2026 |
| Amazon (AMZN) | 6.71% | 0% | 86.37% | 5/19/2026 |
 Adobe (ADBE) | 3.12% | 0% | 40.24% | 10/24/2024 |
 McDonald's (MCD) | 1.02% | 0% | 16% | 7/19/2023 |
 Berkshire Hathaway (BRK.B) | 0.99% | 0% | 16% | 7/19/2023 |
 Visa (V) | 0.99% | 0% | 16% | 7/19/2023 |
 Mastercard (MA) | 0.95% | 0% | 16% | 7/19/2023 |
 Nike (NKE) | 0.95% | 0% | 16% | 7/19/2023 |
 Alphabet (GOOG) | 0.91% | 0% | 16% | 7/19/2023 |
 UnitedHealth (UNH) | 0.89% | 0% | 16% | 7/19/2023 |
 Johnson & Johnson (JNJ) | 0.88% | 0% | 16% | 7/19/2023 |
 Tesla (TSLA) | 0.82% | 0% | 16% | 7/19/2023 |
 Costco (COST) | 0.64% | 0% | 15.76% | 7/19/2023 |
 PayPal (PYPL) | 0.52% | 0% | 11.59% | 5/26/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.16% | 0% | 2.12% | 1/27/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 51.95% | 49.25% |
| Alphabet (GOOGL) | 8.31% | 11.48% |
| NVIDIA (NVDA) | 8.31% | 9.89% |
| Apple (AAPL) | 8.31% | 8.07% |
| Microsoft (MSFT) | 8.31% | 7.92% |
| Meta (META) | 8.31% | 7.5% |
| Amazon (AMZN) | 6.18% | 5.63% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.