Loading...
Portfolio Diversification
Range
Most Diversified
38 instruments
April 29, 2023
Least Diversified
0 instruments
February 2, 2025
Average
30.8 instruments
Most Consistent Holdings
Top 5
PYPL99.74%
SPY99.74%
QQQ99.74%
MDY99.74%
INDA99.74%
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 |
|---|---|---|---|---|
 GainersQtr | 14.09% | 12.08% | 99.57% | - |
| State Street SPDR S&P 500 ETF (SPY) | 13.93% | 15.26% | 99.74% | - |
| Invesco QQQ (QQQ) | 8.47% | 8.81% | 99.74% | - |
| State Street SPDR S&P MidCap 400 ETF Trust (MDY) | 7.3% | 8.74% | 99.74% | - |
| iShares MSCI India ETF (INDA) | 6.93% | 5.72% | 99.74% | - |
 Berkshire Hathaway (BRK.B) | 5.83% | 9.08% | 71.53% | - |
 InTheGame | 5.06% | 3.6% | 99.57% | - |
 RenewableEnergy | 5.01% | 4.34% | 99.57% | - |
 Schwab International Equity ETF (SCHF) | 4.93% | 5.06% | 94.27% | - |
 Microsoft (MSFT) | 3.62% | 3.35% | 89.84% | - |
 Vanguard Total International Stock ETF (VXUS) | 2.72% | 2.57% | 99.65% | - |
 Vanguard S&P 500 ETF (VOO) | 2.03% | 2.65% | 75.35% | - |
 Shopify (SHOP) | 1.79% | 0% | 79.6% | 7/17/2025 |
 IAG (IAG.L) | 1.4% | 0% | 42.27% | 5/10/2024 |
 Duke Energy (DUK) | 1.36% | 3.85% | 41.93% | - |
 eBay (EBAY) | 1.21% | 0% | 53.04% | 9/12/2024 |
 CRISPR-Tech | 1.06% | 0.99% | 99.57% | - |
 Take-Two (TTWO) | 1.01% | 0% | 29.43% | 12/13/2023 |
 JeppeKirkBonde | 0.99% | 0% | 37.93% | 3/21/2024 |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 0.86% | 5.93% | 15.36% | - |
 Qualcomm (QCOM) | 0.81% | 0% | 27.17% | 11/29/2023 |
 Meta (META) | 0.71% | 0% | 26.82% | 11/13/2023 |
 Disney (DIS) | 0.7% | 0.53% | 99.65% | - |
 ExxonMobil (XOM) | 0.68% | 3.3% | 36.98% | - |
 ZIM (ZIM) | 0.64% | 0% | 35.94% | 5/24/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.62% | 0% | 24.39% | 10/16/2023 |
 Masimo (MASI) | 0.62% | 0.57% | 99.74% | - |
| PayPal (PYPL) | 0.61% | 0.31% | 99.74% | - |
 Norwegian Cruise Line (NCLH) | 0.59% | 0% | 57.73% | 11/6/2024 |
 Robinhood Markets Inc. (HOOD) | 0.53% | 0% | 59.38% | 11/25/2024 |
 ASML (ASML) | 0.48% | 0% | 20.4% | 2/1/2024 |
 MercadoLibre (MELI) | 0.37% | 0% | 7.55% | 3/31/2023 |
 Fiverr (FVRR) | 0.32% | 0.1% | 99.74% | - |
 Lemonade (LMND) | 0.31% | 0.47% | 99.65% | - |
 Coinbase (COIN) | 0.31% | 0% | 37.93% | 3/21/2024 |
 United Airlines (UAL) | 0.27% | 0% | 5.56% | 3/7/2023 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.23% | 2.16% | 11.37% | - |
 Lockheed Martin (LMT) | 0.23% | 0% | 8.07% | 5/6/2024 |
 Nio (NIO) | 0.19% | 0.1% | 99.74% | - |
 UiPath (PATH) | 0.14% | 0.08% | 99.74% | - |
 Monolithic Power (MPWR) | 0.14% | 0% | 6.25% | 9/10/2025 |
 Bayer (BAYN.DE) | 0.14% | 0% | 27.43% | 11/20/2023 |
 Lufthansa (LHA.DE) | 0.14% | 0% | 5.47% | 3/6/2023 |
 Thor (THO) | 0.12% | 0% | 5.21% | 6/6/2023 |
 Cineworld Group PLC (CINE.L) | 0.07% | 0% | 50% | 8/8/2024 |
 JPMorgan (JPM) | 0.04% | 0% | 1.04% | 1/13/2023 |
 Ethereum (ETH) | 0.02% | 0.33% | 11.2% | - |
 GE (GE) | 0.02% | 0% | 6.51% | 6/12/2024 |
 Dogecoin (DOGE) | 0.01% | 0% | 31.77% | 1/9/2024 |
 Flare (FLR) | 0% | 0% | 28.82% | 1/9/2024 |
 GE Vernova (GEV) | 0% | 0% | 2.6% | 5/3/2024 |
 Solventum (SOLV) | 0% | 0% | 2.69% | 5/3/2024 |
 Songbird (SGB) | 0% | 0% | 0.61% | 1/10/2023 |
 Dormant Stock15589 (Drm.15589) | 0% | 0% | 0% | - |
 Solstice Advanced Materi (SOLS) | 0% | 0% | 0% | - |
 GameStop Corp. warrant (GME.WS) | 0% | 0% | 0% | - |
 Aumovio SE (AMV0.DE) | 0% | 0% | 0% | - |
 VERV US merger CVR (VERV US CVR) | 0% | 0% | 0% | - |
 Sanofi and BPMC Acquisition CVR (BPMC CVR) | 0% | 0% | 0% | - |
 NOVATEK OAO (NVTKL.L) | 0% | 0% | 0% | - |
 Warner Bros Discovery (WBD) | 0% | 0% | 0% | - |
 Southern Copper (SCCO) | 0% | 0% | 0% | - |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 11.29% | 15.47% |
| GainersQtr | 13.73% | 11.9% |
| Berkshire Hathaway (BRK.B) | 8.61% | 9.15% |
| Invesco QQQ (QQQ) | 5.98% | 9.02% |
| State Street SPDR S&P MidCap 400 ETF Trust (MDY) | 8.3% | 8.45% |
| iShares MSCI India ETF (INDA) | 6.08% | 6.18% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 6.79% | 5.99% |
| Schwab International Equity ETF (SCHF) | 4.1% | 4.84% |
| RenewableEnergy | 4.22% | 4.07% |
| Microsoft (MSFT) | 3.61% | 3.97% |
| InTheGame | 2.32% | 3.92% |
| Duke Energy (DUK) | 4.01% | 3.41% |
| Vanguard S&P 500 ETF (VOO) | 2.05% | 2.68% |
| ExxonMobil (XOM) | 2.8% | 2.63% |
| Vanguard Total International Stock ETF (VXUS) | 2.54% | 2.48% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 2.49% | 1.97% |
| CRISPR-Tech | 1.02% | 0.97% |
| Lemonade (LMND) | 1.14% | 0.61% |
| Disney (DIS) | 1.14% | 0.59% |
| Masimo (MASI) | 1.02% | 0.42% |
| PayPal (PYPL) | 2.03% | 0.39% |
| Ethereum (ETH) | 0.25% | 0.2% |
| Fiverr (FVRR) | 2.14% | 0.18% |
| Nio (NIO) | 1.45% | 0.11% |
| UiPath (PATH) | 0.56% | 0.11% |
| Solstice Advanced Materi (SOLS) | 0% | 0% |
| Aumovio SE (AMV0.DE) | 0% | 0% |
| GameStop Corp. warrant (GME.WS) | 0% | 0% |
| Sanofi and BPMC Acquisition CVR (BPMC CVR) | 0% | 0% |
| VERV US merger CVR (VERV US CVR) | 0% | 0% |
| Flare (FLR) | 0% | 0% |
| Southern Copper (SCCO) | 0% | 0% |
| NOVATEK OAO (NVTKL.L) | 0.05% | 0% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.