Anthony Blagrove

Anthony Blagrove Portfolio

Invests via Traveka Wealth, LLC | Managed by Anthony Blagrove
Invests via Traveka Wealth, LLC
Managed by Anthony Blagrove
Automatically Tracked
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Anthony Blagrove Profile

Private equity and growth investor with operational finance background, known for deal sourcing, portfolio company value creation and exits; Anthony Blagrove leverages cross-border experience advising tech and industrials firms and leading transaction execution. Focus areas include carve-outs, growth capital and operational turnarounds, supporting board-level strategy and M&A.

Private equity and growth investor with operational finance background, known for deal sourcing, portfolio company value creation and exits; Anthony Blagrove leverages cross-border experience advising tech and industrials firms and leading transaction execution. Focus areas include carve-outs, growth capital and operational turnarounds, supporting board-level strategy and M&A.

Investment Philosophy & Strategy

Combines operational finance rigor with private equity and growth-oriented dealmaking, targeting carve-outs, growth capital and operational turnarounds across tech and industrials. Emphasizes disciplined underwriting, margin and working-capital improvement plans, and board-level change programs to accelerate EBITDA and strategic repositioning. Prefers cross-border and complex carve-out situations where active ownership, hands-on management support and defined exit pathways can unlock value over a 3–7 year horizon. Risk-managed by staged capital deployment, KPI-driven governance and exit-orientated value creation roadmaps.

Combines operational finance rigor with private equity and growth-oriented dealmaking, targeting carve-outs, growth capital and operational turnarounds across tech and industrials. Emphasizes disciplined underwriting, margin and working-capital improvement plans, and board-level change programs to accelerate EBITDA and strategic repositioning. Prefers cross-border and complex carve-out situations where active ownership, hands-on management support and defined exit pathways can unlock value over a 3–7 year horizon. Risk-managed by staged capital deployment, KPI-driven governance and exit-orientated value creation roadmaps.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
43.83%
Gain +0.07%
Monthly
1.09%
Yearly
13.9%
Drawdown
12.96%
$303.03M
Equity
Holdings
$303.03M
Investment
$237.43M
$77.91M
Profit +$100,294.08
Realized
$12.31M
Unrealized
$65.6M
Dividends
$12.03M

Goals

Avg. 61% completed goals
Yearly
Gain > 5%
2026
22%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0.07%
Profit
$100,294.08
Win %
71%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$1.27M
Win %
71%
This Month
Compared to last month
Gain
0.84%
Profit
$2.54M
Win %
71%
This Year
Compared to last year
Gain
1.08%
Profit
$3.24M
Win %
68%
Intercontinental Hotels Group PLC ADR logo
IHG Intercontinental Hotels Group PLC ADR
+3.09%
+$6,792.12
U.S. Bancorp logo
USB U.S. Bancorp
+2.99%
+$5,719.52
Citigroup Inc. logo
C Citigroup Inc.
+2.98%
+$8,470.36
British American Tobacco p.l.c. ADR logo
BTI British American Tobacco p.l.c. ADR
+2.86%
+$7,926.5
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
+2.68%
+$9,765.85
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+2.63%
+$9,440.15
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
+2.53%
+$4,642.65
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.52%
+$56,427.14
RTX Corporation logo
RTX RTX Corporation
+2.45%
+$12,090.65
Toyota Motor Corporation logo
TM Toyota Motor Corporation
+2.29%
+$7,568
CRH plc logo
CRH CRH plc
+2.16%
+$3,899.98
Fifth Third Bancorp logo
FITB Fifth Third Bancorp
+2.08%
+$9,368.42
BHP Group Ltd. logo
BHP BHP Group Ltd.
+2.04%
+$8,661.25
Wells Fargo & Company logo
WFC Wells Fargo & Company
+2.03%
+$9,492
ING Groep N.V. Sponsored ADR logo
ING ING Groep N.V. Sponsored ADR
+2.01%
+$7,290.27
General Electric Company logo
GE General Electric Company
+1.99%
+$10,261
Shell plc logo
SHEL Shell plc
+1.95%
+$8,712.26
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.94%
+$10,584.35
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
+1.87%
+$3,753.76
American Express Company logo
AXP American Express Company
+1.86%
+$3,685.04
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
+1.81%
+$4,511.39
Procter & Gamble Co logo
PG Procter & Gamble Co
+1.76%
+$13,066.09
NatWest Group plc Sponsored ADR logo
NWG NatWest Group plc Sponsored ADR
+1.75%
+$3,199.14
Lloyds Banking Group Plc ADR logo
LYG Lloyds Banking Group Plc ADR
+1.74%
+$2,508.09
Eni S.p.A. Sponsored ADR logo
E Eni S.p.A. Sponsored ADR
+1.73%
+$4,462.57
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
+1.73%
+$6,626.72
Linde plc logo
LIN Linde plc
+1.66%
+$8,878.89
The Coca-Cola Company logo
KO The Coca-Cola Company
+1.65%
+$38,604.96
The Southern Company logo
SO The Southern Company
+1.62%
+$3,473.78
Duke Energy Corporation logo
DUK Duke Energy Corporation
+1.57%
+$3,036.22
Bank of America Corporation logo
BAC Bank of America Corporation
+1.54%
+$6,878.34
Eli Lilly and Company logo
LLY Eli Lilly and Company
+1.51%
+$44,641.8
Mitsubishi UFJ Financial Group, Inc. Sponsored ADR logo
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.49%
+$12,330.17
Sony Group Corporation - Sponsored American Depositary Receipt logo
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.46%
+$5,104.08
iShares U.S. Consumer Staples ETF logo
IYK iShares U.S. Consumer Staples ETF
+1.41%
+$5,224.81
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
+1.39%
+$6,119.76
AT&T Inc. logo
T AT&T Inc.
+1.36%
+$3,939.05
Vale S.A. logo
VALE Vale S.A.
+1.34%
+$2,938.78
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+1.32%
+$2,818.53
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.3%
+$21,142.08
Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt logo
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+1.29%
+$8,521.6
HSBC Holdings plc Sponsored ADR logo
HSBC HSBC Holdings plc Sponsored ADR
+1.29%
+$12,361.04
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+1.23%
+$2,757.71
iShares U.S. Financial Services ETF logo
IYG iShares U.S. Financial Services ETF
+1.21%
+$4,468.8
Royal Bank of Canada logo
RY Royal Bank of Canada
+1.21%
+$2,825.04
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+1.2%
+$4,717.14
UBS Group AG logo
UBS UBS Group AG
+1.17%
+$4,200
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+1.17%
+$20,139.66
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+1.15%
+$30,908.25
Apple Inc. logo
AAPL Apple Inc.
+1.13%
+$99,485.1
Chevron Corporation logo
CVX Chevron Corporation
+1.1%
+$7,306.01
iShares MSCI EAFE Value ETF logo
EFV iShares MSCI EAFE Value ETF
+1.05%
+$8,695.69
Banco Bilbao Vizcaya Argentaria, S.A. logo
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.04%
+$3,322.89
Walmart Inc. logo
WMT Walmart Inc.
+1.02%
+$9,755.38
Boeing Company logo
BA Boeing Company
+1%
+$2,183.67
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
+0.99%
+$50,753.74
Chubb Limited logo
CB Chubb Limited
+0.98%
+$2,089.84
Visa Inc. Class A logo
V Visa Inc. Class A
+0.98%
+$10,254.72
Mizuho Financial Group Inc. ADR logo
MFG Mizuho Financial Group Inc. ADR
+0.98%
+$1,479.7
Ferguson Enterprises Inc logo
FERG Ferguson Enterprises Inc
+0.97%
+$1,960.17
AbbVie Inc. logo
ABBV AbbVie Inc.
+0.95%
+$9,999.04
Schwab International Small-Cap Equity ETF logo
SCHC Schwab International Small-Cap Equity ETF
+0.91%
+$44,067.01
Amgen Inc. logo
AMGN Amgen Inc.
+0.91%
+$3,653.07
Morgan Stanley logo
MS Morgan Stanley
+0.86%
+$1,560.57
Deutsche Bank AG logo
DB Deutsche Bank AG
+0.85%
+$2,194.08
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
+0.81%
+$45,774.92
S&P Global Inc. logo
SPGI S&P Global Inc.
+0.81%
+$2,178.05
iShares Core MSCI International Developed Markets ETF (IDEV) logo
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.8%
+$8,811.36
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.78%
+$11,125.77
Stryker Corporation logo
SYK Stryker Corporation
+0.78%
+$1,716.83
Texas Instruments Inc logo
TXN Texas Instruments Inc
+0.78%
+$3,055.36
Prologis Inc. logo
PLD Prologis Inc.
+0.69%
+$1,415.92
Vanguard Global ex-US Real Estate Index Fund logo
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$34,788.98
Welltower Inc. logo
WELL Welltower Inc.
+0.68%
+$1,446.4
Phillips 66 logo
PSX Phillips 66
+0.67%
+$3,020.43
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
+0.66%
+$3,133.35
Vanguard Mid-Cap Value ETF logo
VOE Vanguard Mid-Cap Value ETF
+0.65%
+$4,477.18
Vanguard Value ETF logo
VTV Vanguard Value ETF
+0.64%
+$83,878.08
McDonald's Corporation logo
MCD McDonald's Corporation
+0.63%
+$2,868.24
Banco Santander S.A. Sponsored ADR logo
SAN Banco Santander S.A. Sponsored ADR
+0.59%
+$2,816.32
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
+0.59%
+$1,334.4
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.59%
+$8,734.23
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+0.58%
+$1,914.57
JPMorgan Active Value ETF logo
JAVA JPMorgan Active Value ETF
+0.51%
+$8,840.58
Schwab U.S. Large-Cap Value ETF logo
SCHV Schwab U.S. Large-Cap Value ETF
+0.5%
+$2,346.85
VANGUARD SMALL-CAP VALUE ETF logo
VBR VANGUARD SMALL-CAP VALUE ETF
+0.46%
+$74,775.36
Vanguard FTSE All-World ex-US Small-Cap ETF logo
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.45%
+$10,761.93
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.41%
+$3,800.04
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+0.35%
+$842.27
iShares Currency Hedged MSCI EAFE ETF logo
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.32%
+$12,850.5
Ambev S.A. logo
ABEV Ambev S.A.
+0.31%
+$172.68
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
+0.29%
+$1,083.97
Xtrackers MSCI EAFE Hedged Equity ETF logo
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.29%
+$853.76
iShares 10-20 Year Treasury Bond ETF logo
TLH iShares 10-20 Year Treasury Bond ETF
+0.28%
+$5,017.8
SPDR Nuveen ICE High Yield Municipal Bond ETF logo
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.28%
+$4,424.94
iShares Russell 2000 Value ETF logo
IWN iShares Russell 2000 Value ETF
+0.28%
+$796.92
Emerson Electric Co. logo
EMR Emerson Electric Co.
+0.27%
+$3,011.72
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.24%
+$1,928.6
Companhia Energética de Minas Gerais S.A. ADR logo
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.22%
+$67.23
iShares Core International Stock ETF logo
IXUS iShares Core International Stock ETF
+0.21%
+$27,137
Vanguard FTSE All-World ex-US ETF logo
VEU Vanguard FTSE All-World ex-US ETF
+0.2%
+$1,797.12
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.19%
+$1,888.32
Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) logo
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.18%
+$898.17
iShares MBS ETF logo
MBB iShares MBS ETF
+0.18%
+$9,213.76
iShares U.S. Treasury Bond ETF logo
GOVT iShares U.S. Treasury Bond ETF
+0.15%
+$12,691.99
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF logo
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.15%
+$2,203.16
iShares ESG Aware U.S. Aggregate Bond ETF logo
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.13%
+$1,173.42
GE Vernova Inc. logo
GEV GE Vernova Inc.
+0.13%
+$674.8
iShares ESG Aware USD Corporate Bond ETF logo
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.13%
+$831.43
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
+0.13%
+$1,545.83
iShares California Muni Bond ETF logo
CMF iShares California Muni Bond ETF
+0.13%
+$3,458.7
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
+0.13%
+$3,001.77
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
+0.13%
+$2,167.68
iShares ESG Aware 1-5 Year USD Bond ETF logo
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.12%
+$556.77
iShares Systematic Bond ETF logo
SYSB iShares Systematic Bond ETF
+0.12%
+$4,262.33
Vanguard Short-Term Bond ETF logo
BSV Vanguard Short-Term Bond ETF
+0.11%
+$3,605.11
iShares ESG Advanced Total USD Bond Market ETF logo
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.11%
+$535.46
Fidelity Total Bond ETF logo
FBND Fidelity Total Bond ETF
+0.1%
+$1,081.26
iShares Gold Trust logo
IAU iShares Gold Trust
+0.1%
+$680.48
Vanguard Tax-Exempt Bond ETF logo
VTEB Vanguard Tax-Exempt Bond ETF
+0.09%
+$410.44
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
+0.08%
+$316.8
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
+0.07%
+$798.14
iShares ESG Aware MSCI USA Value ETF logo
EVUS iShares ESG Aware MSCI USA Value ETF
+0.07%
+$162.18
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
+0.03%
+$1,653.09
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
CrowdStrike Holdings, Inc. logo
CRWD CrowdStrike Holdings, Inc.
-6.74%
-$30,077.78
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
-6.3%
-$17,271.6
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
-6.04%
-$45,907.4
Intel Corporation logo
INTC Intel Corporation
-4.28%
-$12,724.77
SanDisk Corporation logo
SNDK SanDisk Corporation
-4.27%
-$8,098.73
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-3.85%
-$48,890.81
Oracle Corporation logo
ORCL Oracle Corporation
-3.61%
-$9,656.35
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-3.6%
-$69,850.35
Lam Research Corporation logo
LRCX Lam Research Corporation
-3.51%
-$17,385.88
Salesforce Inc logo
CRM Salesforce Inc
-3.48%
-$13,056.8
iShares A.I. Innovation and Tech Active ETF logo
BAI iShares A.I. Innovation and Tech Active ETF
-3.47%
-$40,893.86
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
-3.12%
-$7,530.01
Dell Technologies Inc. logo
DELL Dell Technologies Inc.
-3.11%
-$7,944.86
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-3.08%
-$19,012.65
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
-3.02%
-$9,088.2
KLA Corporation logo
KLAC KLA Corporation
-2.82%
-$11,015.9
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
-2.57%
-$4,002
Broadcom Inc. logo
AVGO Broadcom Inc.
-2.39%
-$52,836.6
AXIA Energia Sponsored ADR Preferred logo
AXIA AXIA Energia Sponsored ADR Preferred
-2.39%
-$2,614.75
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-2.27%
-$79,072.87
Netflix, Inc. logo
NFLX Netflix, Inc.
-2.04%
-$20,791.49
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
-1.95%
-$5,405.85
Quanta Services Inc. logo
PWR Quanta Services Inc.
-1.88%
-$3,483.36
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-1.85%
-$8,152.48
Alphabet Inc logo
GOOGL Alphabet Inc
-1.5%
-$107,388.13
Eaton Corporation plc logo
ETN Eaton Corporation plc
-1.49%
-$3,229.21
Microsoft Corp. logo
MSFT Microsoft Corp.
-1.49%
-$101,421.39
Alphabet Inc logo
GOOG Alphabet Inc
-1.4%
-$49,475.66
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-1.32%
-$4,519.63
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-1.25%
-$5,028.47
Comfort Systems USA, Inc. logo
FIX Comfort Systems USA, Inc.
-1.25%
-$2,018.14
Fidelity Blue Chip Growth Fund logo
FBCG Fidelity Blue Chip Growth Fund
-1.2%
-$18,406.02
International Business Machines Corporation logo
IBM International Business Machines Corporation
-1.16%
-$2,956.64
iShares ESG Aware MSCI EM ETF logo
ESGE iShares ESG Aware MSCI EM ETF
-1.14%
-$2,899.85
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
-1.11%
-$2,949.45
iShares MSCI Emerging Markets Multifactor ETF logo
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.05%
-$11,442.96
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
-1.04%
-$3,459.89
Amphenol Corporation logo
APH Amphenol Corporation
-1.04%
-$11,481.86
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-1%
-$35,566
iShares ESG Aware MSCI USA ETF logo
USXF iShares ESG Aware MSCI USA ETF
-0.95%
-$3,429.01
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
-0.9%
-$8,253.09
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.82%
-$2,529.96
Alibaba Group Holding Limited SP ADR logo
BABA Alibaba Group Holding Limited SP ADR
-0.76%
-$2,170.8
Tesla, Inc. logo
TSLA Tesla, Inc.
-0.73%
-$8,821.82
TCW Transform Systems ETF logo
PWRD TCW Transform Systems ETF
-0.71%
-$5,741.28
United Rentals, Inc. logo
URI United Rentals, Inc.
-0.63%
-$1,341.27
iShares MSCI KLD 400 Social ETF logo
DSI iShares MSCI KLD 400 Social ETF
-0.58%
-$2,856
Abacus FCF Leaders ETF logo
ABFL Abacus FCF Leaders ETF
-0.52%
-$2,999.62
iShares MSCI USA Value Factor ETF logo
VLUE iShares MSCI USA Value Factor ETF
-0.5%
-$7,362.8
Banco Bradesco S.A. ADR logo
BBD Banco Bradesco S.A. ADR
-0.5%
-$618.32
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-0.42%
-$8,574.16
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.41%
-$1,048.32
iShares MSCI USA ESG Select ETF logo
SUSA iShares MSCI USA ESG Select ETF
-0.37%
-$1,167.8
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.35%
-$8,307.79
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$24,265.56
iShares Russell Mid-Cap ETF logo
IWR iShares Russell Mid-Cap ETF
-0.33%
-$778.54
BlackRock U.S. Carbon Transition Readiness ETF logo
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.33%
-$2,471.04
iShares ESG Aware MSCI USA ETF logo
ESGU iShares ESG Aware MSCI USA ETF
-0.31%
-$1,822.08
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.3%
-$11,535.22
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
-0.3%
-$2,757.7
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.3%
-$31,071.86
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.3%
-$1,386.18
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
-0.29%
-$673.26
SAP SE Sponsored ADR logo
SAP SAP SE Sponsored ADR
-0.29%
-$1,071.18
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.29%
-$93,669.85
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-0.29%
-$26,637.72
iShares U.S. Equity Factor Rotation Active ETF logo
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.29%
-$5,413.8
Novo Nordisk A/S Sponsored ADR logo
NVO Novo Nordisk A/S Sponsored ADR
-0.15%
-$315.9
Caterpillar Inc. logo
CAT Caterpillar Inc.
-0.15%
-$1,485.03
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
-0.12%
-$492.2
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
-0.12%
-$398.24
Vertex Pharmaceuticals Incorporated logo
VRTX Vertex Pharmaceuticals Incorporated
-0.12%
-$242.4
AstraZeneca PLC American Depositary Shares logo
AZN AstraZeneca PLC American Depositary Shares
-0.05%
-$307.41
iShares Short-Term National Muni Bond ETF logo
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$15.94
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Dividends

Dividend Analysis

Yearly
$
Trades
1585
Longs Won
1047/1585 66%
Profit Factor
11.73
Profitability
Shorts Won
0/0 0%
Standard Deviation
$232,655.24
Average Win
$81,344.53
Best Trade
(Oct 15) $5.01M
Sharpe Ratio
-105.19
Average Loss
-$13,497.03
Worst Trade
(Oct 15) -$311,811.51
Z-Score
8.05 (100%)
Commissions
$0
Avg. Trade Length
1y 2m 3w 6d
Expectancy
$49,152.26
Loss Size 100% 90% 80% 70% 60% 50% 40% 30% 20% 10%
Probability of Loss <0.01% <0.01% <0.01% <0.01% <0.01% <0.01% <0.01% <0.01% <0.01% <0.01%
Consecutive Losing Trades 22,222 20,000 17,778 15,556 13,333 11,111 8,889 6,667 4,444 2,222
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
25,740 $5.28M $8.9M - $3.62M 68.49%
+1.13%
AbbVie Inc. logo
ABBV AbbVie Inc.
3,731 $639,591.11 $1.07M - $427,773.33 66.88%
+0.946%
Ambev S.A. logo
ABEV Ambev S.A.
17,268 $43,339.21 $56,466.36 - $13,127.15 30.29%
+0.307%
Abacus FCF Leaders ETF logo
ABFL Abacus FCF Leaders ETF
7,228 $520,129.91 $578,565.26 - $58,435.35 11.23%
-0.516%
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
2,096 $213,310 $333,347.84 - $120,037.84 56.27%
-0.119%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
589 $233,878 $238,768.82 - $4,890.82 2.09%
+0.354%
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
1,618 $186,699.54 $204,854.98 - $18,155.44 9.72%
+1.867%
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
18,064 $1.8M $1.73M - -$75,539.58 -4.19%
+0.126%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
1,436 $279,839.32 $598,481.72 - $318,642.4 113.87%
-3.079%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
3,446 $505,828.75 $1.87M - $1.36M 269.21%
-3.605%
Amgen Inc. logo
AMGN Amgen Inc.
926 $309,708.04 $405,564.85 - $95,856.81 30.95%
+0.909%
Amazon.com Inc logo
AMZN Amazon.com Inc
14,981 $2.57M $3.81M - $1.23M 47.85%
-0.302%
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
1,620 $275,138 $291,551.4 - $16,413.4 5.97%
-3.023%
Amphenol Corporation logo
APH Amphenol Corporation
13,588 $237,655.95 $1.1M - $858,148.31 361.09%
-1.037%
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
694 $555,377.29 $1.15M - $595,684.17 107.26%
+0.069%
Broadcom Inc. logo
AVGO Broadcom Inc.
6,420 $1.06M $2.16M - $1.1M 103.57%
-2.39%
AXIA Energia Sponsored ADR Preferred logo
AXIA AXIA Energia Sponsored ADR Preferred
10,459 $117,961.32 $106,890.98 - -$11,070.34 -9.38%
-2.388%
American Express Company logo
AXP American Express Company
631 $213,419 $201,737.01 - -$11,681.99 -5.47%
+1.861%
AstraZeneca PLC American Depositary Shares logo
AZN AstraZeneca PLC American Depositary Shares
3,416 $673,624.8 $569,071.44 - -$104,553.36 -15.52%
-0.054%
Boeing Company logo
BA Boeing Company
1,153 $241,876.15 $219,789.36 - -$22,086.79 -9.13%
+1.003%
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Anthony Blagrove?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $5.17M, Alphabet Inc - $1.15M, VANGUARD SMALL-CAP VALUE ETF - $1.08M, Vanguard Short-Term Bond ETF - $1.03M, and Vanguard Value ETF - $1.01M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Novo Nordisk A/S Sponsored ADR - $425,254.44, Adobe Inc - $201,836.21, UnitedHealth Group Incorporated - $193,748.89, Accenture plc Class A - $183,207.03, and Intuit Inc - $128,063.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Anthony Blagrove's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.03M earned over time. The largest contributors to dividend income include Vanguard Short-Term Bond ETF - $819,579.53, VANGUARD SMALL-CAP VALUE ETF - $778,683.33, Vanguard Value ETF - $612,193.7, Vanguard S&P 500 ETF - $556,779.55, and Vanguard Real Estate ETF - $509,169.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anthony Blagrove's monthly returns?
Anthony Blagrove's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Anthony Blagrove's strategy be considered aggressive or moderate?
Anthony Blagrove's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Anthony Blagrove's strategy?
Anthony Blagrove's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
Account USV