Loading...
Portfolio Diversification
Range
Most Diversified
35 instruments
January 3, 2026
Least Diversified
0 instruments
January 1, 2024
Average
9.4 instruments
Most Consistent Holdings
Top 5
PFE29.22%
IUSA.L29.22%
SPCE29.22%
JNJ29.09%
JPM29.09%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Rolls-Royce (RR.L) | 6.29% | 21.59% | 29.09% | - |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 3.85% | 12.09% | 29.22% | - |
 Volkswagen (VOW3.DE) | 1.46% | 4.11% | 29.09% | - |
 Wells Fargo (WFC) | 1.36% | 4.01% | 28.97% | - |
| JPMorgan (JPM) | 1.29% | 3.78% | 29.09% | - |
 Simon (SPG) | 1.17% | 3.88% | 29.09% | - |
 Mercedes-Benz (MBG.DE) | 0.9% | 2.72% | 29.09% | - |
 SAP (SAP.DE) | 0.87% | 2.15% | 29.09% | - |
 Vanguard S&P 500 ETF (VOO) | 0.8% | 2.5% | 29.09% | - |
 TSMC (TSM) | 0.8% | 2.9% | 29.09% | - |
 MicroStrategy (MSTR) | 0.6% | 4.64% | 13.98% | - |
 Altria (MO) | 0.57% | 0% | 27.08% | 2/19/2026 |
 Coca-Cola (KO) | 0.57% | 1.94% | 29.09% | - |
 Valeo (FR.PA) | 0.57% | 1.68% | 29.09% | - |
 ASML (ASML) | 0.55% | 2.15% | 29.09% | - |
| Johnson & Johnson (JNJ) | 0.54% | 2.04% | 29.09% | - |
 Essex Property Trust (ESS) | 0.52% | 1.59% | 29.09% | - |
 Novo-Nordisk (NVO) | 0.46% | 1.12% | 27.71% | - |
 Lockheed Martin (LMT) | 0.44% | 0% | 24.69% | 1/29/2026 |
 Centene (CNC) | 0.43% | 1.66% | 28.21% | - |
 AT&T (T) | 0.37% | 1.24% | 29.09% | - |
 Airbnb (ABNB) | 0.34% | 1.1% | 28.97% | - |
 Nestle (NESN.ZU) | 0.27% | 0% | 23.05% | 1/29/2026 |
 Palantir (PLTR) | 0.27% | 0% | 2.64% | 8/7/2025 |
 Oracle (ORCL) | 0.25% | 3.93% | 9.82% | - |
| Pfizer (PFE) | 0.25% | 0.83% | 29.22% | - |
 Global X SuperDividend ETF (SDIV) | 0.24% | 0.78% | 29.09% | - |
 Netflix (NFLX) | 0.24% | 4.47% | 7.81% | - |
 SoFi (SOFI) | 0.15% | 3.68% | 4.28% | - |
 Sunrun (RUN) | 0.12% | 0.25% | 29.09% | - |
 Uber (UBER) | 0.12% | 1.1% | 10.08% | - |
 Nio (NIO) | 0.05% | 0.14% | 29.09% | - |
 Aston Martin (AML.L) | 0.02% | 0.03% | 29.09% | - |
 Warner Bros Discovery (WBD) | 0.01% | 0% | 8.56% | 9/23/2025 |
 Boxlight (BOXL) | 0.01% | 0% | 20.78% | 12/29/2025 |
| Virgin Galactic (SPCE) | 0% | 0.01% | 29.22% | - |
 Jaguar Health (JAGX) | 0% | 0.01% | 29.09% | - |
 ToughBuilt (TBLT) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 2.09% | 21.72% |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 12.52% | 13.49% |
| Volkswagen (VOW3.DE) | 7.1% | 5.27% |
| Wells Fargo (WFC) | 2.09% | 5.09% |
| JPMorgan (JPM) | 2.09% | 4.62% |
| Simon (SPG) | 2.09% | 4.06% |
| MicroStrategy (MSTR) | 7.72% | 3.97% |
| Mercedes-Benz (MBG.DE) | 4.76% | 3.3% |
| TSMC (TSM) | 2.09% | 2.86% |
| SAP (SAP.DE) | 2.09% | 2.86% |
| Vanguard S&P 500 ETF (VOO) | 2.09% | 2.78% |
| Valeo (FR.PA) | 2.38% | 2.01% |
| ASML (ASML) | 1.67% | 1.95% |
| Altria (MO) | 2.09% | 1.94% |
| Coca-Cola (KO) | 2.09% | 1.94% |
| Johnson & Johnson (JNJ) | 2.09% | 1.93% |
| Essex Property Trust (ESS) | 2.09% | 1.8% |
| Lockheed Martin (LMT) | 2.09% | 1.76% |
| Centene (CNC) | 1.71% | 1.72% |
| Novo-Nordisk (NVO) | 2.57% | 1.62% |
| Oracle (ORCL) | 2.09% | 1.48% |
| Uber (UBER) | 2% | 1.31% |
| Airbnb (ABNB) | 2.09% | 1.23% |
| Nestle (NESN.ZU) | 1.67% | 1.2% |
| AT&T (T) | 2.09% | 1.18% |
| Pfizer (PFE) | 2.09% | 0.84% |
| Global X SuperDividend ETF (SDIV) | 2.09% | 0.81% |
| Sunrun (RUN) | 2.09% | 0.45% |
| Nio (NIO) | 2.09% | 0.17% |
| Aston Martin (AML.L) | 2.09% | 0.05% |
| Virgin Galactic (SPCE) | 2.09% | 0.01% |
| Jaguar Health (JAGX) | 2.09% | 0.01% |
| ToughBuilt (TBLT) | 2.09% | 0% |
| Boxlight (BOXL) | 2.09% | 0% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.