Loading...
Portfolio Diversification
Range
Most Diversified
9 instruments
January 21, 2022
Least Diversified
0 instruments
February 2, 2025
Average
7.1 instruments
Most Consistent Holdings
Top 5
GOOG99.48%
META99.48%
BRK.B99.22%
MSFT63.18%
MNST51.56%
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) | 33.07% | 20.92% | 99.48% | - |
| Alphabet (GOOG) | 8.97% | 5.35% | 99.48% | - |
| Microsoft (MSFT) | 8.75% | 14.43% | 63.18% | - |
 LVMH (MC.PA) | 8.34% | 0% | 47.34% | 8/11/2025 |
| Monster Beverage (MNST) | 7.74% | 19.01% | 51.56% | - |
 Alibaba (9988.HK) | 6.18% | 0% | 36.3% | 8/8/2023 |
 NVIDIA (NVDA) | 5.48% | 22.41% | 42.01% | - |
 Alphabet (GOOGL) | 5.16% | 0% | 37.21% | 9/14/2023 |
 Hermes (RMS.PA) | 4.52% | 12.37% | 33.57% | - |
| Berkshire Hathaway (BRK.B) | 3.03% | 2.51% | 99.22% | - |
 Vanguard Total Stock Market ETF (VTI) | 2.64% | 0% | 17.08% | 10/24/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.09% | 0% | 17.08% | 10/24/2022 |
 State Street Consumer Staples Select Sector SPDR ETF (XLP) | 0.73% | 0% | 17.08% | 10/24/2022 |
 iShares Gold Trust (IAU) | 0.68% | 0% | 17.08% | 10/24/2022 |
 Ferrari (RACE) | 0.54% | 1.67% | 26.62% | - |
 Disney (DIS) | 0.04% | 0% | 1.3% | 1/20/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 20.52% | 20.08% |
| Meta (META) | 12.77% | 19.77% |
| Monster Beverage (MNST) | 19.41% | 18.69% |
| Microsoft (MSFT) | 17.9% | 15.78% |
| Hermes (RMS.PA) | 22.8% | 15.36% |
| Alphabet (GOOG) | 1.92% | 4.86% |
| Berkshire Hathaway (BRK.B) | 1.44% | 2.58% |
| Ferrari (RACE) | 3.14% | 1.65% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.