Loading...
Portfolio Diversification
Range
Most Diversified
217 instruments
September 13, 2024
Least Diversified
12 instruments
November 21, 2023
Average
106.4 instruments
Most Consistent Holdings
Top 5
AAPL100%
MELI100%
TSM100%
META99.11%
MSFT99.11%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 21, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 21.84% | 0% | 77.47% | 7/28/2025 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 6.51% | 28.34% | 22.41% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 4.92% | 0% | 39.37% | 10/29/2024 |
| Apple (AAPL) | 2.03% | 1.12% | 100% | - |
 iShares MSCI EM Asia UCITS ETF (CEBL.DE) | 1.77% | 0% | 61.52% | 4/22/2025 |
 iShares Physical Gold ETC (PPFB.DE) | 1.77% | 6.7% | 56.84% | - |
 iShares MSCI Europe UCITS ETF (Dist) (IMEU.L) | 1.49% | 0% | 38.73% | 4/22/2025 |
| Microsoft (MSFT) | 1.46% | 2.17% | 99.11% | - |
| Meta (META) | 1.44% | 1.97% | 99.11% | - |
 Alphabet (GOOGL) | 1.36% | 3.31% | 99.11% | - |
| TSMC (TSM) | 1.29% | 2.74% | 100% | - |
 Berkshire Hathaway (BRK.B) | 1.11% | 0% | 61.65% | 3/24/2025 |
 NVIDIA (NVDA) | 1.11% | 2.68% | 87.97% | - |
 Visa (V) | 1.11% | 2.2% | 87.97% | - |
 Novo-Nordisk (NVO) | 1.04% | 2.16% | 96.2% | - |
 Qualcomm (QCOM) | 1% | 1.49% | 99.11% | - |
 Comfort Systems USA (FIX) | 0.99% | 4.44% | 70.63% | - |
 Mastercard (MA) | 0.95% | 2.09% | 87.97% | - |
| MercadoLibre (MELI) | 0.95% | 1.68% | 100% | - |
 Bank of America (BAC) | 0.92% | 0% | 61.65% | 3/24/2025 |
 iShares Core MSCI Japan IMI UCITS ETF (EUNN.DE) | 0.91% | 0% | 61.52% | 4/22/2025 |
 Emcor (EME) | 0.87% | 2.45% | 70% | - |
 Ameriprise (AMP.US) | 0.84% | 1.53% | 70% | - |
 Progressive (PGR) | 0.84% | 1.73% | 78.35% | - |
 Lululemon (LULU) | 0.82% | 1.32% | 71.77% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.8% | 0% | 39.37% | 10/29/2024 |
 PulteGroup (PHM) | 0.8% | 1.99% | 80.13% | - |
 American Express (AXP) | 0.79% | 0% | 61.65% | 3/24/2025 |
 Roche (ROG.ZU) | 0.78% | 1.93% | 71.9% | - |
 Coca-Cola (KO) | 0.77% | 0% | 61.77% | 3/25/2025 |
 PDD Holdings (PDD) | 0.77% | 1.35% | 83.16% | - |
 Merck (MRK) | 0.76% | 1.88% | 82.78% | - |
 Adobe (ADBE) | 0.61% | 1.14% | 87.09% | - |
 iShares USD Treasury Bond 7-10yr UCITS ETF (IUSM.DE) | 0.59% | 0% | 69.49% | 7/28/2025 |
 TJX (TJX) | 0.56% | 1.96% | 68.86% | - |
 iShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE) | 0.55% | 0% | 57.22% | 4/22/2025 |
 Moody's (MCO) | 0.46% | 0% | 66.08% | 4/28/2025 |
 Ethereum (ETH) | 0.45% | 1.11% | 82.15% | - |
 Bitcoin (BTC) | 0.44% | 1.05% | 82.15% | - |
 Kraft Heinz (KHC) | 0.42% | 0% | 61.27% | 3/21/2025 |
 Broadcom (AVGO) | 0.4% | 0% | 67.34% | 5/15/2025 |
 Caterpillar (CAT) | 0.37% | 0% | 67.34% | 5/15/2025 |
 Intel (INTC) | 0.37% | 0% | 60.38% | 3/21/2025 |
 PayPal (PYPL) | 0.37% | 0% | 61.77% | 3/25/2025 |
 Alibaba (BABA) | 0.36% | 0% | 61.65% | 3/24/2025 |
 Airbnb (ABNB) | 0.36% | 0% | 61.77% | 3/25/2025 |
 iShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE) | 0.36% | 0% | 54.43% | 3/31/2025 |
 eBay (EBAY) | 0.34% | 0% | 60.89% | 3/25/2025 |
 ExxonMobil (XOM) | 0.33% | 0% | 60.76% | 3/24/2025 |
 Applied Materials (AMAT) | 0.32% | 0% | 60.89% | 3/25/2025 |
 iShares Core EURO STOXX 50 UCITS ETF (SX5EEX.DE) | 0.31% | 0% | 22.78% | 6/19/2024 |
 HP (HPQ) | 0.31% | 0% | 60.89% | 3/25/2025 |
 Mercedes-Benz (MBG.DE) | 0.31% | 0% | 60.38% | 3/21/2025 |
 Deere (DE) | 0.3% | 0% | 60.76% | 3/24/2025 |
 BMW (BMW.DE) | 0.3% | 0% | 60.38% | 3/21/2025 |
 Cisco (CSCO) | 0.29% | 0% | 60.89% | 3/25/2025 |
 Chevron (CVX) | 0.29% | 0% | 60.76% | 3/24/2025 |
 Ferrari (RACE) | 0.28% | 0% | 27.09% | 3/25/2025 |
 Microchip (MCHP) | 0.28% | 0% | 60.38% | 3/21/2025 |
 STMicroelectronics (STM.US) | 0.26% | 0% | 60.38% | 3/21/2025 |
 JPMorgan (JPM) | 0.21% | 0% | 57.85% | 3/24/2025 |
 L'Oréal (OR.PA) | 0.18% | 0% | 57.47% | 3/21/2025 |
 Diageo (DEO) | 0.18% | 0% | 57.47% | 3/21/2025 |
 Evolution (EVO.ST) | 0.17% | 0.15% | 70.76% | - |
 Games Workshop (GAW.L) | 0.17% | 0% | 36.58% | 5/15/2025 |
 Lantheus (LNTH) | 0.16% | 0% | 49.37% | 5/15/2025 |
 ASML (ASML) | 0.15% | 0.94% | 23.8% | - |
 Amazon (AMZN) | 0.15% | 0.7% | 59.62% | - |
 Johnson & Johnson (JNJ) | 0.13% | 0% | 44.94% | 3/25/2025 |
 Novartis (NVS) | 0.12% | 0.47% | 48.99% | - |
 Arista (ANET) | 0.11% | 0% | 48.99% | 3/25/2025 |
 AstraZeneca (AZN) | 0.11% | 0% | 51.01% | 5/15/2025 |
 Eli Lilly (LLY) | 0.1% | 0.39% | 58.99% | - |
 Tesla (TSLA) | 0.1% | 0% | 48.73% | 3/24/2025 |
 ASML (ASML.NV) | 0.09% | 0% | 49.75% | 3/25/2025 |
 SPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE) | 0.09% | 0% | 19.37% | 3/31/2025 |
 Fortinet (FTNT) | 0.09% | 0% | 42.91% | 3/25/2025 |
 NetEase (NTES) | 0.08% | 0% | 41.9% | 3/25/2025 |
 Supermicro (SMCI) | 0.08% | 0% | 48.99% | 3/25/2025 |
 Cognizant (CTSH) | 0.08% | 0% | 41.9% | 3/25/2025 |
 Nu (NU) | 0.08% | 0% | 44.56% | 3/25/2025 |
 UnitedHealth (UNH) | 0.08% | 0% | 49.62% | 3/24/2025 |
 Inditex (ITX.MC) | 0.08% | 0% | 41.52% | 3/25/2025 |
 AMD (AMD) | 0.07% | 0% | 49.24% | 3/21/2025 |
 Grupo Supervielle (SUPV.US) | 0.07% | 0% | 42.28% | 3/25/2025 |
 Accenture (ACN) | 0.07% | 0% | 44.43% | 3/24/2025 |
 iShares Developed Markets Property Yield UCITS ETF (IQQ6.DE) | 0.07% | 0% | 19.37% | 3/31/2025 |
 Logitech (LOGI) | 0.07% | 0% | 33.54% | 3/25/2025 |
 Unilever (ULVR.L) | 0.07% | 0% | 42.78% | 3/25/2025 |
 Reddit Inc (RDDT) | 0.07% | 0% | 46.2% | 3/24/2025 |
 Costco (COST) | 0.07% | 0% | 44.94% | 3/25/2025 |
 Toyota (TM) | 0.07% | 0% | 49.24% | 3/21/2025 |
 SABESP (SBS) | 0.07% | 0.27% | 23.67% | - |
 Amadeus (AMS.MC) | 0.06% | 0% | 39.75% | 3/25/2025 |
 Norsk Hydro (NHY.OL) | 0.06% | 0.3% | 23.67% | - |
 Palantir (PLTR) | 0.06% | 0% | 29.11% | 3/24/2025 |
 Nike (NKE) | 0.06% | 0% | 33.16% | 3/21/2025 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.06% | 0% | 5.82% | 10/29/2024 |
 AXA (CS.PA) | 0.06% | 0% | 44.68% | 3/24/2025 |
 Delta (DAL) | 0.06% | 0% | 39.62% | 3/21/2025 |
 ADNOC Gas PLC (ADNOCGAS.DH) | 0.06% | 0.24% | 23.92% | - |
 Monster Beverage (MNST) | 0.06% | 0% | 40.13% | 3/25/2025 |
 IDEXX (IDXX) | 0.06% | 0% | 42.91% | 3/25/2025 |
 GlaxoSmithKline (GSK) | 0.06% | 0% | 39.62% | 3/21/2025 |
 Rio Tinto (RIO.L) | 0.05% | 0% | 33.92% | 3/21/2025 |
 3i (III) | 0.05% | 0% | 41.39% | 3/24/2025 |
 AbbVie (ABBV) | 0.05% | 0% | 44.43% | 3/24/2025 |
 Home Depot (HD) | 0.05% | 0% | 44.94% | 3/25/2025 |
 Volkswagen (VOW3.DE) | 0.05% | 0% | 44.3% | 3/21/2025 |
 Infosys (INFY) | 0.05% | 0% | 41.77% | 3/24/2025 |
 Walmart (WMT) | 0.05% | 0% | 44.81% | 3/24/2025 |
 Procter & Gamble (PG) | 0.05% | 0% | 44.94% | 3/25/2025 |
 Wells Fargo (WFC) | 0.05% | 0% | 44.81% | 3/24/2025 |
 Vertex (VRTX) | 0.05% | 0% | 44.81% | 3/24/2025 |
 Emaar Development (EMAARDEV.AE) | 0.05% | 0.23% | 22.03% | - |
 Lockheed Martin (LMT) | 0.05% | 0% | 41.39% | 3/21/2025 |
 Oracle (ORCL) | 0.05% | 0% | 44.43% | 3/24/2025 |
 Netflix (NFLX) | 0.05% | 0% | 44.56% | 3/25/2025 |
 Booking (BKNG) | 0.05% | 0% | 44.81% | 3/24/2025 |
 McDonald's (MCD) | 0.05% | 0% | 44.81% | 3/24/2025 |
 Colgate (CL) | 0.05% | 0% | 38.23% | 5/15/2025 |
 Tenaris (TS) | 0.05% | 0% | 41.77% | 3/24/2025 |
 Royal Caribbean (RCL) | 0.05% | 0% | 40% | 3/24/2025 |
 PepsiCo (PEP) | 0.05% | 0% | 44.43% | 3/21/2025 |
 United Therapeutics (UTHR) | 0.05% | 0% | 42.78% | 3/24/2025 |
 Shell (SHEL) | 0.05% | 0% | 44.43% | 3/24/2025 |
 Deckers (DECK) | 0.05% | 0% | 38.86% | 5/15/2025 |
 Salesforce (CRM) | 0.04% | 0% | 44.05% | 3/21/2025 |
 SAP (SAP) | 0.04% | 0% | 44.43% | 3/24/2025 |
 Garmin (GRMN) | 0.04% | 0% | 42.78% | 3/24/2025 |
 ServiceNow (NOW) | 0.04% | 0% | 44.43% | 3/24/2025 |
 Interactive Brokers Group (IBKR) | 0.04% | 0% | 40% | 3/24/2025 |
 VanEck Semiconductor UCITS ETF (VVSM.DE) | 0.04% | 0% | 7.09% | 10/29/2024 |
 GoDaddy (GDDY) | 0.04% | 0% | 41.77% | 3/24/2025 |
 Intesa Sanpaolo (ISP.MI) | 0.04% | 0% | 44.68% | 3/24/2025 |
 XRP (XRP) | 0.04% | 0% | 44.56% | 5/15/2025 |
 Linde (LIN) | 0.04% | 0% | 44.43% | 3/24/2025 |
 IAG (IAG.L) | 0.04% | 0% | 39.62% | 3/24/2025 |
 United Airlines (UAL) | 0.04% | 0% | 40% | 3/24/2025 |
 Palo Alto Networks (PANW) | 0.04% | 0% | 40% | 3/24/2025 |
 Fortescue (FMG.ASX) | 0.04% | 0% | 41.27% | 3/23/2025 |
 EOG Resources (EOG) | 0.04% | 0% | 39.62% | 3/21/2025 |
 Investor AB (INVE-A.ST) | 0.04% | 0% | 41.39% | 3/24/2025 |
 Regeneron (REGN) | 0.04% | 0% | 41.39% | 3/21/2025 |
 Autodesk (ADSK) | 0.04% | 0% | 33.54% | 3/25/2025 |
 Thermo Fisher (TMO) | 0.04% | 0% | 44.05% | 3/21/2025 |
 IBM (IBM) | 0.04% | 0% | 42.78% | 3/24/2025 |
 Extra Space (EXR) | 0.04% | 0% | 39.62% | 3/21/2025 |
 BYD (01211.HK) | 0.04% | 0% | 39.75% | 3/25/2025 |
 D.R. Horton (DHI) | 0.04% | 0% | 41.39% | 3/21/2025 |
 CVS Health (CVS) | 0.04% | 0% | 42.78% | 3/24/2025 |
 VICI Properties (VICI) | 0.04% | 0% | 40% | 3/24/2025 |
 Stellantis (STLAM.MI) | 0.04% | 0% | 44.3% | 3/21/2025 |
 Manhattan Associates (MANH) | 0.04% | 0% | 32.41% | 3/25/2025 |
 Check Point (CHKP) | 0.04% | 0% | 42.91% | 3/25/2025 |
 Dell (DELL) | 0.03% | 0% | 42.41% | 3/21/2025 |
 LVMH (MC.PA) | 0.03% | 0% | 45.32% | 3/21/2025 |
 HCA (HCA) | 0.03% | 0% | 41.77% | 3/24/2025 |
 GE (GE) | 0.03% | 0% | 42.15% | 3/24/2025 |
 Disney (DIS) | 0.03% | 0% | 44.05% | 3/21/2025 |
 Grainger (GWW) | 0.03% | 0% | 38.86% | 5/15/2025 |
 Tencent (0700.HK) | 0.03% | 0% | 39.75% | 3/25/2025 |
 ADP (ADP) | 0.03% | 0% | 38.23% | 5/15/2025 |
 KE Holdings (BEKE) | 0.03% | 0% | 40% | 3/24/2025 |
 JD.com (JD.US) | 0.03% | 0% | 40% | 3/24/2025 |
 Cintas (CTAS) | 0.03% | 0% | 38.23% | 5/15/2025 |
 WP Carey (WPC) | 0.03% | 0% | 40% | 3/24/2025 |
 Stellar (XLM) | 0.03% | 0% | 44.56% | 5/15/2025 |
 Public Storage (PSA) | 0.03% | 0% | 40% | 3/24/2025 |
 James Hardie (JHX) | 0.03% | 0% | 31.9% | 3/21/2025 |
 Celsius (CELH) | 0.03% | 0% | 39.62% | 3/21/2025 |
 Pagegroup (PAGE.L) | 0.03% | 0% | 32.66% | 3/21/2025 |
 Ternium (TX) | 0.03% | 0% | 41.77% | 3/21/2025 |
 TotalEnergies (TTE.PA) | 0.03% | 0% | 42.28% | 3/21/2025 |
 Computacenter (CCC.L) | 0.03% | 0% | 30% | 3/24/2025 |
 Baidu (BIDU) | 0.03% | 0% | 39.62% | 3/21/2025 |
 EPAM (EPAM) | 0.03% | 0% | 42.41% | 3/21/2025 |
 dLocal (DLO) | 0.03% | 0% | 33.54% | 3/25/2025 |
 Starbucks (SBUX) | 0.03% | 0% | 33.54% | 3/24/2025 |
 Barclays (BARC.L) | 0.03% | 0% | 34.43% | 3/24/2025 |
 Texas Pacific (TPL) | 0.03% | 0% | 31.77% | 3/25/2025 |
 Host Hotels (HST) | 0.03% | 0% | 39.62% | 3/21/2025 |
 BHP (BHP.L) | 0.03% | 0% | 33.16% | 3/21/2025 |
 Verallia (VRLA.PA) | 0.03% | 0% | 33.54% | 3/24/2025 |
 TRON (TRX) | 0.03% | 0% | 42.91% | 5/15/2025 |
 HSBC (HSBA.L) | 0.03% | 0% | 34.43% | 3/24/2025 |
 Wise (WISE.L) | 0.03% | 0% | 33.54% | 3/25/2025 |
 Chubb (CB) | 0.03% | 0% | 34.3% | 3/24/2025 |
 LPL Financial (LPLA.US) | 0.03% | 0% | 32.41% | 3/25/2025 |
 Lloyd's (LLOY.L) | 0.03% | 0% | 34.43% | 3/24/2025 |
 Trane (TT) | 0.02% | 0% | 32.41% | 3/25/2025 |
 Vodafone (VOD.L) | 0.02% | 0% | 34.43% | 3/24/2025 |
 Ambev (ABEV) | 0.02% | 0% | 32.28% | 3/24/2025 |
 Dunelm (DNLM.L) | 0.02% | 0% | 33.54% | 3/24/2025 |
 Taylor Wimpey (TW.L) | 0.02% | 0% | 34.05% | 3/21/2025 |
 Cardano (ADA) | 0.02% | 0% | 44.56% | 5/15/2025 |
 Motorola (MSI) | 0.02% | 0% | 31.77% | 3/25/2025 |
 Ulta (ULTA) | 0.02% | 0% | 33.67% | 3/25/2025 |
 Texas Instruments (TXN) | 0.02% | 0% | 33.16% | 3/21/2025 |
 Zoetis (ZTS) | 0.02% | 0% | 33.67% | 3/25/2025 |
 Pool Corp. (POOL) | 0.02% | 0% | 31.27% | 3/21/2025 |
 Beazley (BEZ.L) | 0.02% | 0% | 30% | 3/24/2025 |
 Cencora (COR) | 0.02% | 0% | 32.41% | 3/25/2025 |
 UMC (UMC) | 0.02% | 0% | 31.9% | 3/21/2025 |
 Occidental (OXY) | 0.02% | 0% | 33.92% | 3/21/2025 |
 Cadence (CDNS) | 0.02% | 0% | 32.28% | 3/24/2025 |
 Old Dominion (ODFL) | 0.02% | 0% | 31.77% | 3/25/2025 |
 AJ Bell (AJB.L) | 0.02% | 0% | 30% | 3/24/2025 |
 Dogecoin (DOGE) | 0.02% | 0% | 36.58% | 3/26/2025 |
 Medpace (MEDP) | 0.02% | 0% | 32.28% | 3/24/2025 |
 Mitie (MTO.L) | 0.02% | 0% | 29.62% | 3/21/2025 |
 Drax Group (DRX.L) | 0.02% | 0% | 29.62% | 3/21/2025 |
 IntegraFin (IHP.L) | 0.02% | 0% | 30% | 3/24/2025 |
 Hargreaves Lansdown (HL.L) | 0.02% | 0% | 29.62% | 3/21/2025 |
 Litecoin (LTC) | 0.02% | 0% | 42.66% | 5/15/2025 |
 Build and Build (BNB) | 0.02% | 0% | 44.56% | 5/15/2025 |
 Monolithic Power (MPWR) | 0.02% | 0% | 31.27% | 3/21/2025 |
 Moneysupermarket (MONY.L) | 0.02% | 0% | 30% | 3/24/2025 |
 Solana (SOL) | 0.02% | 0% | 38.23% | 3/26/2025 |
 Uniswap (UNI) | 0.01% | 0% | 36.33% | 3/26/2025 |
 Chainlink (LINK) | 0.01% | 0% | 36.58% | 3/26/2025 |
 Avalanche (AVAX) | 0.01% | 0% | 36.58% | 3/26/2025 |
 Polkadot (DOT) | 0.01% | 0% | 36.58% | 3/26/2025 |
 Shiba (in millions) (SHIBxM) | 0.01% | 0% | 36.58% | 3/26/2025 |
 Filecoin (FIL) | 0.01% | 0% | 36.33% | 3/26/2025 |
 Cosmos (ATOM) | 0.01% | 0% | 36.33% | 3/26/2025 |
 Polygon Ecosystem (ex Matic) (POL) | 0.01% | 0% | 36.33% | 3/26/2025 |
 Encore Wire Corporation (WIRE) | 0.01% | 0% | 6.71% | 7/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 UCITS ETF (CSPX.L) | 30.39% | 29.2% |
| iShares Physical Gold ETC (PPFB.DE) | 5.54% | 6.36% |
| Comfort Systems USA (FIX) | 2.23% | 3.74% |
| Alphabet (GOOGL) | 2.1% | 3.32% |
| NVIDIA (NVDA) | 2.07% | 2.87% |
| TSMC (TSM) | 1.8% | 2.6% |
| Microsoft (MSFT) | 2.2% | 2.37% |
| Emcor (EME) | 1.83% | 2.23% |
| Meta (META) | 2.02% | 2.21% |
| Visa (V) | 2.19% | 2.12% |
| Progressive (PGR) | 2.46% | 2% |
| Mastercard (MA) | 2.11% | 1.99% |
| TJX (TJX) | 1.79% | 1.98% |
| PulteGroup (PHM) | 1.94% | 1.9% |
| Roche (ROG.ZU) | 1.72% | 1.88% |
| Merck (MRK) | 1.74% | 1.87% |
| Novo-Nordisk (NVO) | 2.65% | 1.86% |
| MercadoLibre (MELI) | 2.18% | 1.7% |
| Qualcomm (QCOM) | 1.73% | 1.7% |
| Ameriprise (AMP.US) | 1.75% | 1.57% |
| PDD Holdings (PDD) | 1.76% | 1.5% |
| Lululemon (LULU) | 2.23% | 1.49% |
| Adobe (ADBE) | 1.73% | 1.41% |
| Apple (AAPL) | 1.15% | 1.27% |
| Ethereum (ETH) | 1% | 0.93% |
| Bitcoin (BTC) | 1.05% | 0.84% |
| ASML (ASML) | 0.69% | 0.78% |
| Amazon (AMZN) | 0.86% | 0.71% |
| Eli Lilly (LLY) | 0.34% | 0.41% |
| Norsk Hydro (NHY.OL) | 0.26% | 0.3% |
| SABESP (SBS) | 0.26% | 0.28% |
| ADNOC Gas PLC (ADNOCGAS.DH) | 0.26% | 0.24% |
| Emaar Development (EMAARDEV.AE) | 0.26% | 0.23% |
| Evolution (EVO.ST) | 0.26% | 0.16% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.