Loading...
Portfolio Diversification
Range
Most Diversified
18 instruments
June 26, 2025
Least Diversified
0 instruments
April 4, 2026
Average
15.7 instruments
Most Consistent Holdings
Top 5
MSFT99.83%
CSCO99.83%
MA99.83%
NVDA99.83%
UBER99.83%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 9.98% | 8.06% | 99.83% | - |
 BigTech | 9.25% | 15.61% | 73.33% | - |
 AI-Revolution | 8.31% | 13.2% | 73.33% | - |
 OutSmartNSDQ | 6.9% | 8.9% | 73.33% | - |
 II-Quality | 6.71% | 8.53% | 73.33% | - |
| NVIDIA (NVDA) | 6.23% | 9.69% | 99.83% | - |
| Cisco (CSCO) | 6.11% | 7.15% | 99.83% | - |
 Salesforce (CRM) | 3.62% | 2.09% | 99.83% | - |
| Uber (UBER) | 2.46% | 2.25% | 99.83% | - |
 Cenovus (CVE) | 2.39% | 0% | 65.38% | 3/3/2025 |
 IAG (IAG.L) | 2.34% | 3.08% | 99.83% | - |
| Mastercard (MA) | 2.26% | 1.9% | 99.83% | - |
 AMD (AMD) | 1.75% | 2.6% | 99.83% | - |
 LVMH (MC.PA) | 1.56% | 0.09% | 99.83% | - |
 Ethereum (ETH) | 0.63% | 0.44% | 99.83% | - |
 Nokia (NOK) | 0.37% | 0% | 21.91% | 9/26/2023 |
 Block Inc. (XYZ) | 0.36% | 0% | 21.32% | 9/19/2023 |
 SNDL (SNDL) | 0.17% | 0.11% | 99.83% | - |
 Charles Schwab (SCHW) | 0.11% | 0% | 5.6% | 3/10/2023 |
 GE Vernova (GEV) | 0.07% | 0.21% | 62.04% | - |
 EuropeDefense | 0.01% | 0% | 0.08% | 6/26/2025 |
 Core-Dynamic | 0.01% | 0% | 0.08% | 6/26/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| BigTech | 11.78% | 14.49% |
| AI-Revolution | 11.86% | 12.2% |
| Microsoft (MSFT) | 9.49% | 9.59% |
| OutSmartNSDQ | 11.81% | 9.38% |
| NVIDIA (NVDA) | 1.9% | 9.22% |
| II-Quality | 10.11% | 8.18% |
| Cisco (CSCO) | 5.7% | 6.45% |
| IAG (IAG.L) | 1.9% | 3.26% |
| Salesforce (CRM) | 3.8% | 3.04% |
| Uber (UBER) | 1.9% | 2.45% |
| Mastercard (MA) | 1.9% | 2.16% |
| AMD (AMD) | 1.9% | 2.09% |
| Ethereum (ETH) | 0.95% | 0.58% |
| GE Vernova (GEV) | 0% | 0.14% |
| LVMH (MC.PA) | 0.19% | 0.13% |
| SNDL (SNDL) | 0.95% | 0.12% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.