Loading...
Portfolio Diversification
Range
Most Diversified
3 instruments
June 27, 2023
Least Diversified
0 instruments
January 2, 2023
Average
2.5 instruments
Most Consistent Holdings
Top 5
TSLA76.22%
BX76.22%
VNQ76.22%
SPX5007.2%
DJ304.86%
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 |
|---|---|---|---|---|
| Vanguard Real Estate ETF (VNQ) | 33.59% | 40.43% | 76.22% | - |
| Tesla (TSLA) | 27.59% | 43.66% | 76.22% | - |
| BlackStone (BX) | 13.49% | 11.98% | 76.22% | - |
| SPX500 Index (Non Expiry) (SPX500) | 4.72% | 0% | 7.2% | 9/20/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 2.37% | 0% | 2.95% | 6/12/2023 |
| DJ30 Index (Non Expiry) (DJ30) | 2.25% | 0% | 4.86% | 9/25/2023 |
 AMD (AMD) | 0.42% | 0% | 1.91% | 7/18/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 37.52% | 45.75% |
| Vanguard Real Estate ETF (VNQ) | 42.45% | 35.3% |
| BlackStone (BX) | 15.01% | 15.46% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.