Loading...
Portfolio Diversification
Range
Most Diversified
38 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
28.8 instruments
Most Consistent Holdings
Top 5
MSFT99.68%
AAPL99.61%
GOOG99.61%
NVDA99.61%
SPY99.61%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Meta (META) | 8.97% | 8.45% | 96.56% | - |
| State Street SPDR S&P 500 ETF (SPY) | 8.82% | 4.6% | 99.61% | - |
| Microsoft (MSFT) | 7.7% | 6.24% | 99.68% | - |
| Alphabet (GOOG) | 5.54% | 5.39% | 99.61% | - |
 Invesco QQQ (QQQ) | 5.24% | 9.01% | 58.12% | - |
| NVIDIA (NVDA) | 4.7% | 5.87% | 99.61% | - |
 Amazon (AMZN) | 4.55% | 5.03% | 58.18% | - |
 Novo Nordisk (NOVO-B.CO) | 4.05% | 0% | 51.95% | 4/10/2024 |
 TSMC (TSM) | 3.1% | 7.45% | 58.18% | - |
 Besi (BESI.NV) | 2.94% | 0% | 67.4% | 12/6/2024 |
 Rolls-Royce (RR.L) | 2.8% | 3.09% | 49.61% | - |
| Apple (AAPL) | 2.72% | 2.7% | 99.61% | - |
 Fortinet (FTNT) | 2.46% | 0% | 67.4% | 12/6/2024 |
 LKQ (LKQ) | 2.27% | 0% | 52.27% | 4/15/2024 |
 RBC (RY) | 2.17% | 0% | 50% | 3/11/2024 |
 ADP (ADP) | 2.01% | 0% | 41.43% | 10/30/2023 |
 PepsiCo (PEP) | 1.98% | 0% | 50% | 3/11/2024 |
 Aalberts (AALB.NV) | 1.63% | 0% | 41.43% | 10/30/2023 |
 Shell (SHEL.L) | 1.6% | 2.58% | 58.12% | - |
 Equifax (EFX) | 1.5% | 0% | 41.43% | 10/30/2023 |
 Cenovus (CVE) | 1.5% | 3.24% | 50.84% | - |
 First American (FAF) | 1.2% | 0% | 41.43% | 10/30/2023 |
 Mastercard (MA) | 1.16% | 1.62% | 50.91% | - |
 Scotiabank (BNS) | 1.13% | 0% | 41.43% | 10/30/2023 |
 Trip.com (TCOM.CH) | 1.11% | 0% | 47.08% | 4/21/2026 |
 Delta (DAL) | 1.11% | 2.15% | 48.18% | - |
 Marvell (MRVL) | 1.06% | 3.06% | 48.18% | - |
 Qualcomm (QCOM.RTH) | 0.91% | 0% | 10.39% | 4/10/2024 |
 Palo Alto Networks (PANW) | 0.87% | 0% | 67.4% | 12/6/2024 |
 iShares MSCI India ETF (INDA) | 0.85% | 1.24% | 46.88% | - |
 ExxonMobil (XOM) | 0.76% | 0% | 67.4% | 12/6/2024 |
 ASM (ASM.NV) | 0.69% | 0% | 51.43% | 4/2/2024 |
 Enbridge (ENB) | 0.68% | 0% | 41.43% | 10/30/2023 |
 PDD Holdings (PDD) | 0.58% | 0.83% | 44.48% | - |
 Public Storage (PSA) | 0.58% | 0% | 39.42% | 10/30/2023 |
 Straumann (STMN.ZU) | 0.55% | 0% | 41.43% | 10/30/2023 |
 Bank of America (BAC) | 0.54% | 0% | 40.78% | 10/30/2023 |
 WP Carey (WPC) | 0.54% | 0% | 39.42% | 10/30/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.49% | 0% | 41.43% | 10/30/2023 |
 Bio-Techne (TECH) | 0.49% | 0% | 41.43% | 10/30/2023 |
 VAT Group (VACN.ZU) | 0.47% | 0% | 41.43% | 10/30/2023 |
 Analog Devices (ADI.US) | 0.46% | 0% | 67.4% | 12/6/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.46% | 0% | 39.42% | 10/30/2023 |
 First Citizens (FCNCA) | 0.41% | 0% | 15.97% | 12/6/2024 |
 Daimler Truck (DTG.DE) | 0.39% | 0.66% | 48.18% | - |
 Eli Lilly (LLY) | 0.35% | 0.56% | 48.64% | - |
 Tempus AI Inc (TEM.US) | 0.31% | 0% | 28.18% | 4/21/2026 |
 Albemarle (ALB) | 0.3% | 0% | 41.43% | 10/30/2023 |
 Nice (NICE) | 0.27% | 0% | 38.31% | 11/19/2025 |
 Alibaba (BABA) | 0.25% | 0% | 27.27% | 4/21/2026 |
 Dell (DELL) | 0.25% | 1.24% | 27.47% | - |
 Alaska Air (ALK) | 0.23% | 0.53% | 28.25% | - |
 Crowdstrike (CRWD) | 0.2% | 0% | 16.62% | 12/6/2024 |
 Tencent (0700.HK) | 0.17% | 0.47% | 27.4% | - |
 IIPR (IIPR) | 0.15% | 0% | 41.43% | 10/30/2023 |
 Alamos Gold (AGI) | 0.13% | 1.25% | 9.81% | - |
 Lucid (LCID) | 0.12% | 0% | 41.43% | 10/30/2023 |
 McDonald's (MCD) | 0.1% | 0% | 6.36% | 5/30/2024 |
 Broadcom (AVGO) | 0.1% | 1.07% | 9.81% | - |
 O'Reilly Auto (ORLY) | 0.07% | 0% | 9.74% | 4/21/2026 |
 Sony (SONY) | 0.06% | 0.52% | 9.81% | - |
 REE Automotive (REE.US) | 0.04% | 0% | 3.77% | 3/4/2022 |
| 0.03% | 0% | 0.65% | 1/10/2022 | |
 Slow_and_Steady | 0.03% | 0% | 0.65% | 1/10/2022 |
 AppLovin (APP) | 0.01% | 0% | 3.57% | 4/14/2025 |
 Lithium Americas (LAC) | 0.01% | 0% | 0.65% | 1/10/2022 |
 Cloudflare (NET) | 0% | 0% | 0.19% | 1/3/2022 |
 Ethereum (ETH) | 0% | 0% | 0.65% | 1/10/2022 |
 Atlassian (TEAM) | 0% | 0% | 0.32% | 1/5/2022 |
 Solana (SOL) | 0% | 0% | 0.65% | 1/10/2022 |
 Dynatrace (DT) | 0% | 0% | 0.19% | 1/3/2022 |
 Sea (SE) | 0% | 0% | 0.19% | 1/3/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 15.55% | 13.15% |
| Invesco QQQ (QQQ) | 10.25% | 9.83% |
| Meta (META) | 5.51% | 9.11% |
| Microsoft (MSFT) | 9.82% | 8.14% |
| NVIDIA (NVDA) | 3.15% | 7.52% |
| Amazon (AMZN) | 7.08% | 7.23% |
| TSMC (TSM) | 3.94% | 6.73% |
| Alphabet (GOOG) | 3.94% | 5.58% |
| Rolls-Royce (RR.L) | 2.86% | 4.88% |
| Apple (AAPL) | 3.03% | 3.02% |
| Cenovus (CVE) | 3.94% | 2.35% |
| Shell (SHEL.L) | 3.54% | 2.32% |
| Delta (DAL) | 2.36% | 2.32% |
| Trip.com (TCOM.CH) | 2.36% | 2.26% |
| Mastercard (MA) | 2.36% | 1.98% |
| Marvell (MRVL) | 2.36% | 1.87% |
| iShares MSCI India ETF (INDA) | 2.13% | 1.48% |
| Alamos Gold (AGI) | 1.57% | 1.19% |
| PDD Holdings (PDD) | 2.09% | 1.04% |
| Broadcom (AVGO) | 1.57% | 1% |
| Tempus AI Inc (TEM.US) | 1.57% | 0.89% |
| Alibaba (BABA) | 1.13% | 0.86% |
| Dell (DELL) | 1.13% | 0.81% |
| O'Reilly Auto (ORLY) | 1.18% | 0.73% |
| Eli Lilly (LLY) | 0.79% | 0.73% |
| Sony (SONY) | 1.18% | 0.71% |
| Alaska Air (ALK) | 1.57% | 0.7% |
| Daimler Truck (DTG.DE) | 1.18% | 0.61% |
| Tencent (0700.HK) | 0.75% | 0.6% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.