Loading...
Portfolio Diversification
Range
Most Diversified
14 instruments
January 1, 2022
Least Diversified
9 instruments
September 23, 2025
Average
13.7 instruments
Most Consistent Holdings
Top 5
GOOG100%
MSFT100%
AMZN100%
BAC100%
DIS100%
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 |
|---|---|---|---|---|
 NVIDIA (NVDA) | 25.25% | 36.23% | 99.93% | - |
| Alphabet (GOOG) | 8.88% | 9.22% | 100% | - |
 Costco (COST) | 8.87% | 6.78% | 99.93% | - |
| Microsoft (MSFT) | 7.49% | 4.46% | 100% | - |
 American Express (AXP) | 6.74% | 4.99% | 99.93% | - |
 Lockheed Martin (LMT) | 5.59% | 4.03% | 99.93% | - |
| Bank of America (BAC) | 4.96% | 3.23% | 100% | - |
 Netflix (NFLX) | 4.8% | 4.63% | 100% | - |
 Tesla (TSLA) | 4.77% | 3.67% | 99.93% | - |
| Amazon (AMZN) | 4.33% | 3.07% | 100% | - |
 Palantir (PLTR) | 3.79% | 8.49% | 100% | - |
| Disney (DIS) | 3.63% | 1.74% | 100% | - |
 Dell (DELL) | 3.09% | 5.97% | 49.33% | - |
 Shopify (SHOP) | 3.08% | 2.92% | 100% | - |
 Twitter (TWTR) | 1.41% | 0% | 19.14% | 10/28/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 8.47% | 36.46% |
| Alphabet (GOOG) | 7.21% | 9.31% |
| Palantir (PLTR) | 1.8% | 9.22% |
| American Express (AXP) | 5.4% | 5.89% |
| Costco (COST) | 7.21% | 5.62% |
| Microsoft (MSFT) | 7.21% | 5.06% |
| Dell (DELL) | 12% | 4.93% |
| Netflix (NFLX) | 7.21% | 4.2% |
| Tesla (TSLA) | 7.64% | 3.99% |
| Bank of America (BAC) | 5.4% | 3.51% |
| Shopify (SHOP) | 7.21% | 3.47% |
| Amazon (AMZN) | 7.21% | 3.19% |
| Lockheed Martin (LMT) | 7.21% | 2.79% |
| Disney (DIS) | 7.21% | 1.88% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.