Effective portfolio of GrantBarton on eToro

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GrantBarton

🇬🇧 Stock Investor.

1 copier.

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

Effective Portfolio

Summary

+0.28%

Today

+5.87%

This Month

+5.75%

Year To Date

+79.7%

2 Years

+81.99%

5 Years

+17.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
19.7%
💇‍♀️ Consumer Services
17.74%
🏭 Industrial Services
15.5%
🖥️ Technology Services
14.54%
💰 Finance
12.65%
🚚 Transportation
3.3%
💵 Cash
1.81%
🛍️ Retail Trade
1.47%
🚗 Consumer Durables
1.38%
⛏️ Energy Minerals
1.08%
⚡ Utilities
0.81%
🛠️ Producer Manufacturing
0.7%
🍞 Consumer Non Durables
0.55%
📦 Distribution Services
0.35%
💼 Commercial Services
0.2%
🪙 Cryptocurrencies
0.08%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
42.61%
🇺🇸 Nasdaq
33.27%
🇺🇸 NYSE
13.09%
LSE_AIM
1.01%
🌍 Digital Currency
0.08%
🇭🇰 Hong Kong Exchanges
0%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
53.17%
🇺🇸 United States
35.87%
🇨🇳 China
0.59%
🇨🇭 Switzerland
0.35%

Dividends

Dividend Yield

1.6%

21 out of 37 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $TW.L (8.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GFRD.L	0.64%	4.1%	$0.12
HSBC	0.55%	5.57%	$3.03
RR.L	0.1%	0.74%	-
INVP.L	0.1%	7.14%	$0.35
EZJ.L	0.07%	2.19%	$0.05
TW.L	0.03%	8.04%	$0.1
CNA.L	0.02%	2.99%	$0.04
AAPL	0.02%	0.48%	$0.97
MSFT	0.02%	0.71%	$3
GLEN.L	0.01%	2.85%	$0.1
ULVR.L	0.01%	3.25%	$1.47
LRCX	0.01%	1.05%	$8
META	0%	0.32%	$1
NKE	0%	2.49%	$1.45
DGE.L	0%	3.77%	$0.81
DIS	0%	0.88%	$0.75
CVX	0%	4.7%	$6.28
MU	0%	0.47%	$0.46
CMCSA	0%	3.55%	$1.2
MA	0%	0.49%	$2.46
NVDA	0%	0.03%	$0.02

Next Dividends

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

Performance Metrics

Score 4.3/10

Beta

1.1

1.1

0

0.8

1.2

0

2

Sharpe Ratio

0.55

0.55

0

0.5

1

1.5

1.5

Sortino Ratio

1

1

0

1

2

3

3

Jensen's Alpha

-1.42

-1.42

-2

0

2

4.5

4.5

Omega Ratio

1

1

0

1

1.5

2.5

2.5

Treynor Ratio

1.05

1.05

0

0.75

1.25

2

2

Information Ratio

0

0

-1

0.3

0.6

1

1

Calmar Ratio

0.32

0.32

0

0.3

0.6

1

1

Beta

1.1

1.1

0

0.8

1.2

0

2

Sharpe Ratio

0.55

0.55

0

0.5

1

1.5

1.5

Sortino Ratio

1

1

0

1

2

3

3

Jensen's Alpha

-1.42

-1.42

-2

0

2

4.5

4.5

Omega Ratio

1

1

0

1

1.5

2.5

2.5

Treynor Ratio

1.05

1.05

0

0.75

1.25

2

2

Information Ratio

0

0

-1

0.3

0.6

1

1

Calmar Ratio

0.32

0.32

0

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

29.12

High:

TSLA

192.47

Low:

CRWD

-5,235.52

Details

PEG Ratio

180.68

High:

RR.L

722.46

Low:

ZS

-2,723.71

Details

Price/Book

7.83

High:

MA

79.57

Low:

RR.L

-75.5

Details

Price/Sales

5.59

High:

CRWD

27.44

Low:

GLEN.L

0.18

Details

Price/CF

18.45

High:

CRWD

71.14

Low:

STAR.L

0.75

Details

Price/FCF

30.66

High:

MU

1,171.75

Low:

STAR.L

1.6

Details

P/E Ratio

29.12

High:

TSLA

192.47

Low:

CRWD

-5,235.52

Details

PEG Ratio

180.68

High:

RR.L

722.46

Low:

ZS

-2,723.71

Details

Price/Book

7.83

High:

MA

79.57

Low:

RR.L

-75.5

Details

Price/Sales

5.59

High:

CRWD

27.44

Low:

GLEN.L

0.18

Details

Price/CF

18.45

High:

CRWD

71.14

Low:

STAR.L

0.75

Details

Price/FCF

30.66

High:

MU

1,171.75

Low:

STAR.L

1.6

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-44.94%	Jul 2021	Nov 2024	40
-8.25%	Sep 2020	Nov 2020	2
-6.96%	Mar 2025	May 2025	2
-1.94%	Dec 2024	Feb 2025	2
-1.1%	Jul 2020	Aug 2020	1
-1.01%	Mar 2021	Apr 2021	1
-0.75%	May 2021	Jun 2021	1

Monthly Performance