Loading...
Portfolio Diversification
Range
Most Diversified
7 instruments
June 27, 2024
Least Diversified
2 instruments
January 31, 2026
Average
6 instruments
Most Consistent Holdings
Top 5
KWEB100%
DIS97.18%
ILMN97.18%
BA95.97%
CCL92.89%
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 |
|---|---|---|---|---|
| Boeing (BA) | 38.7% | 0% | 95.97% | 1/2/2026 |
| KraneShares CSI China Internet (KWEB) | 15.44% | 15.31% | 100% | - |
 Spirit (SAVEQ) | 14.41% | 0% | 76.91% | 3/24/2025 |
| Carnival (CCL) | 12.71% | 0% | 92.89% | 11/17/2025 |
| Disney (DIS) | 7.85% | 0% | 97.18% | 1/20/2026 |
| Illumina (ILMN) | 2.52% | 0% | 97.18% | 1/20/2026 |
 NVIDIA (NVDA) | 2.31% | 57.26% | 4.03% | - |
 SPDR Gold MiniShares Trust (GLDM) | 0.18% | 0% | 0.67% | 1/30/2026 |
 Chevron (CVX) | 0.09% | 0% | 0.74% | 1/16/2026 |
 Grail Inc (GRAL) | 0.04% | 0% | 38.39% | 1/20/2026 |
 Netflix (NFLX) | 0.02% | 27.43% | 0.07% | - |
 Alphabet (GOOG) | 0.02% | 0% | 0.07% | 12/18/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Boeing (BA) | 39.34% | 45.86% |
| KraneShares CSI China Internet (KWEB) | 20.76% | 16.89% |
| Disney (DIS) | 10.93% | 8.63% |
| Illumina (ILMN) | 5.46% | 2.09% |
| Grail Inc (GRAL) | 0% | 0.23% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.