Portfolio of GrantBarton on eToro

GrantBarton

🇬🇧 Stock and Copy Trading Investor.

1 copier.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-0.12%

Today

+5.45%

This Month

+5.33%

Year To Date

+78.99%

2 Years

+81.27%

5 Years

+17.05%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
18.27%
💇‍♀️ Consumer Services
17.47%
🏭 Industrial Services
15.25%
👥 Copy Trading
13.35%
💰 Finance
11.31%
🖥️ Technology Services
10.02%
🚚 Transportation
3.27%
💵 Cash
1.81%
⛏️ Energy Minerals
1.01%
🚗 Consumer Durables
0.59%
🛍️ Retail Trade
0.56%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
42.55%
🇺🇸 Nasdaq
33.31%
🇺🇸 NYSE
13.1%
LSE_AIM
1.01%
🌍 Digital Currency
0.09%
🇭🇰 Hong Kong Exchanges
0%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
53.11%
🇺🇸 United States
35.92%
🇨🇳 China
0.59%
🇨🇭 Switzerland
0.36%

Dividends

Dividend Yield

1.61%

7 out of 15 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $INVP.L (7.1%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GFRD.L	0.64%	4.19%	$0.12
HSBC	0.55%	5.57%	$3.03
Harlemplaster	0.12%	0.92%	-
RR.L	0.11%	0.75%	-
INVP.L	0.1%	7.1%	$0.35
EZJ.L	0.07%	2.22%	$0.05
AAPL	0.02%	0.48%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
NKE (Harlemplaster)	Ex-Dividend	Jun 2, 2025	$0.40
CNA.L (Harlemplaster)	Pay Day	Jun 5, 2025	$0.04
CVX (Harlemplaster)	Pay Day	Jun 10, 2025	$1.71
MSFT (Harlemplaster)	Pay Day	Jun 12, 2025	$0.83
ULVR.L (Harlemplaster)	Pay Day	Jun 13, 2025	$0.52
HSBC	Pay Day	Jun 20, 2025	$0.50
DIS (Harlemplaster)	Ex-Dividend	Jun 24, 2025	$0.50
NKE (Harlemplaster)	Pay Day	Jul 1, 2025	$0.40
DIS (Harlemplaster)	Pay Day	Jul 23, 2025	$0.50
GLEN.L (Harlemplaster)	Ex-Dividend	Aug 28, 2025	$0.05
GLEN.L (Harlemplaster)	Pay Day	Sep 19, 2025	$0.05

Performance Metrics

Score 4.3/10

Beta

1.1

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

Jensen's Alpha

-1.42

-2

4.5

Omega Ratio

1.5

2.5

Treynor Ratio

1.05

0.75

1.25

Information Ratio

-1

0.3

0.6

Calmar Ratio

0.32

0.3

0.6

Beta

1.1

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

Jensen's Alpha

-1.42

-2

4.5

Omega Ratio

1.5

2.5

Treynor Ratio

1.05

0.75

1.25

Information Ratio

-1

0.3

0.6

Calmar Ratio

0.32

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.85

High:

AMZN

33.53

Low:

CRWD

-5,235.52

Details

PEG Ratio

194.5

High:

RR.L

722.46

Low:

NIO

-20.63

Details

Price/Book

7.87

High:

AAPL

47.25

Low:

RR.L

-75.5

Details

Price/Sales

4.66

High:

CRWD

27.44

Low:

STAR.L

0.22

Details

Price/CF

16.05

High:

CRWD

71.14

Low:

STAR.L

0.75

Details

Price/FCF

22.14

High:

03690.HK

387.81

Low:

STAR.L

1.6

Details