Loading...
Portfolio Diversification
Range
Most Diversified
25 instruments
January 16, 2025
Least Diversified
0 instruments
February 2, 2025
Average
14.4 instruments
Most Consistent Holdings
Top 5
TSLA99.42%
AAPL99.3%
COST99.3%
ETH99.3%
BTC95.52%
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 |
|---|---|---|---|---|
| Tesla (TSLA) | 12.06% | 1.19% | 99.42% | - |
 NVIDIA (NVDA) | 11.58% | 0% | 70.06% | 5/13/2026 |
| Apple (AAPL) | 10.79% | 0% | 99.3% | 5/13/2026 |
| Costco (COST) | 8.66% | 0% | 99.3% | 5/13/2026 |
| Bitcoin (BTC) | 6.75% | 0% | 95.52% | 5/13/2026 |
 Berkshire Hathaway (BRK.B) | 6.6% | 2.64% | 54.13% | - |
 McDonald's (MCD) | 4.86% | 0% | 39.67% | 10/12/2023 |
| Ethereum (ETH) | 3.68% | 0% | 99.3% | 5/13/2026 |
 Palantir (PLTR) | 2.94% | 0% | 34.68% | 5/13/2026 |
 Alphabet (GOOG) | 2.16% | 0% | 70.19% | 5/13/2026 |
 Republic Services (RSG) | 1.59% | 0% | 29.11% | 4/26/2023 |
 Microsoft (MSFT) | 1.53% | 0% | 34.04% | 7/12/2023 |
 NextEra (NEE) | 1.47% | 0% | 28.98% | 4/24/2023 |
 Amazon (AMZN) | 1.46% | 0% | 65.26% | 5/13/2026 |
 Wisdomtree India Earnings (EPI) | 1.35% | 0% | 44.72% | 5/13/2026 |
 Vanguard Glbl Ex-Us Real Est (VNQI) | 1.25% | 0% | 42.8% | 5/13/2026 |
 VanEck Vectors Semiconductor ETF (SMH) | 1.24% | 0% | 42.48% | 5/13/2026 |
 Interactive Brokers Group (IBKR) | 1.11% | 0% | 34.48% | 5/13/2026 |
 Verisign (VRSN) | 1.08% | 0% | 30.33% | 5/13/2026 |
 JPMorgan (JPM) | 0.96% | 0% | 21.11% | 4/25/2025 |
 Ishares Asia 50 Etf (AIA) | 0.8% | 0% | 38.2% | 5/13/2026 |
 Waste Management (WM) | 0.64% | 0% | 29.11% | 4/26/2023 |
 XRP (XRP) | 0.56% | 0% | 25.27% | 5/13/2026 |
 TSMC (TSM) | 0.55% | 0% | 42.55% | 5/13/2026 |
 Disney (DIS) | 0.34% | 0% | 34.29% | 5/13/2026 |
 Litecoin (LTC) | 0.32% | 0% | 32.89% | 5/13/2026 |
 Dogecoin (DOGE) | 0.29% | 0% | 32.89% | 5/13/2026 |
 Solana (SOL) | 0.22% | 0% | 32.89% | 5/13/2026 |
 iShares MSCI EAFE ETF (EFA) | 0.2% | 0% | 11.84% | 3/19/2025 |
 Coca-Cola (KO) | 0.16% | 0% | 2.3% | 5/30/2023 |
 JPMorgan BetaBuilders Japan ETF (BBJP) | 0.1% | 0% | 16.31% | 2/10/2025 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.1% | 0% | 6.78% | 5/13/2026 |
 Supermicro (SMCI) | 0.06% | 0% | 0.58% | 4/1/2024 |
 Meta (META) | 0.03% | 0% | 3.71% | 6/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 17.46% | 16.08% |
| Tesla (TSLA) | 10.45% | 11.44% |
| Apple (AAPL) | 7.97% | 9.36% |
| Palantir (PLTR) | 4.13% | 8.98% |
| NVIDIA (NVDA) | 3.92% | 6.7% |
| Interactive Brokers Group (IBKR) | 3.42% | 3.57% |
| Verisign (VRSN) | 3.42% | 3.23% |
| VanEck Vectors Semiconductor ETF (SMH) | 2.85% | 3.18% |
| Wisdomtree India Earnings (EPI) | 3.42% | 2.75% |
| Costco (COST) | 3.42% | 2.75% |
| Vanguard Glbl Ex-Us Real Est (VNQI) | 2.85% | 2.65% |
| XRP (XRP) | 3.99% | 2.38% |
| Ishares Asia 50 Etf (AIA) | 1.71% | 2.14% |
| Bitcoin (BTC) | 2.04% | 1.83% |
| Alphabet (GOOG) | 1.14% | 1.57% |
| TSMC (TSM) | 0.85% | 1.16% |
| Disney (DIS) | 1.14% | 0.97% |
| Amazon (AMZN) | 1.14% | 0.97% |
| Litecoin (LTC) | 1.71% | 0.81% |
| Solana (SOL) | 1.14% | 0.5% |
| Dogecoin (DOGE) | 2.28% | 0.5% |
| Ethereum (ETH) | 0.64% | 0.41% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.