GrantBarton avatar

GrantBarton
🇬🇧 Entertainment Investor.
1 copier.

Cash Allocation

Range

Highest Cash
February 22, 2023
Lowest Cash
August 16, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
16 instruments
August 13, 2024
Least Diversified
0 instruments
February 2, 2025
Average
14.1 instruments

Most Consistent Holdings

Top 5

avatarAMZN
99.87%
avatarCCL.L
99.87%
avatarEZJ.L
99.87%
avatarRR.L
99.87%
avatarINVP.L
99.87%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
August 16, 2024
Lowest Exposure
February 22, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Durables
15.22%
Industrial Services
14.42%
Consumer Services
11.63%
Electronic Technology
9.81%
Transportation
4.98%

Top Countries

Top 5

🇬🇧United Kingdom
40.27%
🇺🇸United States
21.48%
🇩🇪Germany
2.99%
🇨🇳China
1.77%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
HarlemplasterHarlemplaster
27.74%0%99.87%2/1/2025
Galliford TryGalliford Try (GFRD.L)
14.42%0%99.87%2/1/2025
TeslaTesla (TSLA)
13.45%0%77.29%8/14/2024
Rolls-RoyceRolls-Royce (RR.L)
8.6%0%99.87%2/1/2025
CarnivalCarnival (CCL.L)
7.64%0%99.87%2/1/2025
easyJeteasyJet (EZJ.L)
4.98%0%99.87%2/1/2025
PelotonPeloton (PTON)
3.89%0%99.87%2/1/2025
TUI AGTUI AG (TUI.L)
2.99%0%73.44%7/16/2024
RickposkittRickposkitt
2.64%0%77.29%8/14/2024
InvestecInvestec (INVP.L)
2.25%0%99.87%2/1/2025
CrowdstrikeCrowdstrike (CRWD)
2.14%0%25.63%2/1/2025
HSBCHSBC (HSBC)
2.06%0%22.84%2/1/2025
NioNio (NIO)
1.77%0%99.87%2/1/2025
AppleApple (AAPL)
1.2%0%22.58%2/1/2025
AmazonAmazon (AMZN)
0.69%0%99.87%2/1/2025
Star EnergyStar Energy (STAR.L)
0.31%0%23.24%2/1/2025
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.1%0%99.87%2/1/2025
DJ30 Index (Non Expiry)DJ30 Index (Non Expiry) (DJ30)
0.04%0%0.4%8/5/2024
MeituanMeituan (03690.HK)
0%0%0%-

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      HarlemplasterHarlemplaster
      		18.14%21.07%
      PelotonPeloton (PTON)
      		20.79%15.56%
      Galliford TryGalliford Try (GFRD.L)
      		6.25%14.71%
      Rolls-RoyceRolls-Royce (RR.L)
      		8.16%10.05%
      HSBCHSBC (HSBC)
      		9.93%8.78%
      CrowdstrikeCrowdstrike (CRWD)
      		9.07%8.23%
      CarnivalCarnival (CCL.L)
      		7.4%7.95%
      AppleApple (AAPL)
      		6.24%5.24%
      easyJeteasyJet (EZJ.L)
      		6.09%3.65%
      InvestecInvestec (INVP.L)
      		0.53%1.51%
      Star EnergyStar Energy (STAR.L)
      		1.96%1.2%
      NioNio (NIO)
      		3.78%0.66%
      AmazonAmazon (AMZN)
      		0.46%0.63%
      Warner Bros DiscoveryWarner Bros Discovery (WBD)
      		0.2%0.06%
      MeituanMeituan (03690.HK)
      		0%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time