Anthony Blagrove Portfolio
Invests via Traveka Wealth, LLC | Managed by Anthony Blagrove
Invests via Traveka Wealth, LLC
Managed by Anthony Blagrove
Automatically Tracked
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:
6.25%
Gain
Monthly
0.2%
Yearly
2.42%
Drawdown
25.62%
$289.84M
Equity
Holdings
$289.84M
Investment
$226.86M
$75.35M
Profit -$1.05M
Realized
$12.37M
Unrealized
$62.98M
Dividends
$11.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.05M
Win %
71%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$627,675.4
Win %
71%
This Month
Compared to last month
Gain
0.33%
Profit
$942,016.17
Win %
71%
This Year
Compared to last year
Gain
10.98%
Profit
$28.66M
Win %
70%
ABT Abbott Laboratories
+11.01%
+$30,237.08 
INTU Intuit Inc.
+5.47%
+$7,792.13 
BTI British American Tobacco p.l.c. ADR
+5.4%
+$15,082.86 
ACN Accenture plc Class A
+4.24%
+$7,483.28 
SYK Stryker Corporation
+4.12%
+$9,934.25 
BSX Boston Scientific Corporation
+3.98%
+$5,467.42 
PLD Prologis Inc.
+3.93%
+$8,917.92 
ORLY O'Reilly Automotive Inc.
+3.86%
+$7,187.07 
UNP Union Pacific Corporation
+3.72%
+$35,451.92 
CRM Salesforce Inc
+3.57%
+$9,901.9 
MRK Merck & Co., Inc.
+3.54%
+$11,724.71 
ABBV AbbVie Inc.
+3.14%
+$27,925.44 
IBM International Business Machines Corporation
+3.13%
+$6,957.63 
PM Philip Morris International Inc.
+2.84%
+$9,259.65 
CL Colgate-Palmolive Company
+2.8%
+$11,939.84 
AMGN Amgen Inc.
+2.7%
+$8,448.78 
VZ Verizon Communications Inc.
+2.7%
+$5,420.41 
T AT&T Inc.
+2.66%
+$6,001.53 
TJX The TJX Companies, Inc.
+2.62%
+$10,077.34 
FITB Fifth Third Bancorp
+2.6%
+$13,322.26 
MCD McDonald's Corporation
+2.57%
+$11,284.19 
ISRG Intuitive Surgical, Inc.
+2.53%
+$6,786.65 
KO The Coca-Cola Company
+2.48%
+$51,656.7 
COST Costco Wholesale Corporation
+2.45%
+$38,943.54 
PEP PepsiCo, Inc.
+2.42%
+$5,711.6 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.39%
+$6,810.21 
MPC Marathon Petroleum Corporation
+2.38%
+$6,067.63 
WMT Walmart Inc.
+2.38%
+$21,147.88 
SAP SAP SE Sponsored ADR
+2.38%
+$5,835.83 
IYK iShares U.S. Consumer Staples ETF
+2.36%
+$7,450.27 
GSK GSK plc Sponsored ADR
+2.32%
+$4,503.95 
PSX Phillips 66
+2.28%
+$6,869.12 
MA Mastercard Incorporated
+2.27%
+$18,628.44 
SPGI S&P Global Inc.
+2.18%
+$6,843.76 
GILD Gilead Sciences Inc.
+2.08%
+$4,493.62 
HD The Home Depot, Inc.
+1.91%
+$10,370.45 
UL Unilever PLC Sponsored American Depositary Receipt
+1.81%
+$5,095.55 
V Visa Inc. Class A
+1.77%
+$15,944.61 
PG Procter & Gamble Co
+1.72%
+$12,931.05 
VNQ Vanguard Real Estate ETF
+1.64%
+$90,024.45 
MSFT Microsoft Corp.
+1.51%
+$74,357.08 
TM Toyota Motor Corporation
+1.34%
+$4,179.28 
AAPL Apple Inc.
+1.3%
+$108,867.15 
IWN iShares Russell 2000 Value ETF
+1.25%
+$3,799.11 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.2%
+$201,024.23 
EMR Emerson Electric Co.
+1.19%
+$11,312.46 
CVX Chevron Corporation
+1.17%
+$6,430.47 
LLY Eli Lilly and Company
+1.16%
+$31,098.62 
NVS Novartis AG Sponsored ADR
+1.11%
+$5,350.8 
UBER Uber Technologies, Inc.
+0.99%
+$2,437.2 
SO The Southern Company
+0.93%
+$2,054.8 
DUK Duke Energy Corporation
+0.92%
+$1,857.19 
AZN AstraZeneca PLC American Depositary Shares
+0.89%
+$5,142.59 
WFC Wells Fargo & Company
+0.89%
+$4,299.7 
CRH CRH plc
+0.89%
+$2,009.28 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.88%
+$2,769.07 
VOE Vanguard Mid-Cap Value ETF
+0.86%
+$5,954.28 
XOM Exxon Mobil Corporation
+0.84%
+$9,769.54 
IJR iShares Core S&P Small-Cap ETF
+0.83%
+$3,577.04 
HON Honeywell International Inc.
+0.77%
+$1,143.04 
FERG Ferguson Enterprises Inc
+0.67%
+$1,353.66 
JNJ Johnson & Johnson
+0.61%
+$9,490.88 
AMZN Amazon.com Inc
+0.57%
+$21,330.95 
JAVA JPMorgan Active Value ETF
+0.46%
+$7,126.2 
BABA Alibaba Group Holding Limited SP ADR
+0.44%
+$1,352.52 
VTV Vanguard Value ETF
+0.43%
+$56,225.29 
SHEL Shell plc
+0.38%
+$1,410.5 
HSBC HSBC Holdings plc Sponsored ADR
+0.38%
+$3,892.35 
AEP American Electric Power Company, Inc.
+0.38%
+$806 
ABEV Ambev S.A.
+0.33%
+$167.55 
LIN Linde plc
+0.31%
+$1,709.82 
SCHW Charles Schwab Corporation
+0.31%
+$909.72 
TMO Thermo Fisher Scientific Inc.
+0.29%
+$936.09 
NFLX Netflix, Inc.
+0.28%
+$2,890.13 
IWR iShares Russell Mid-Cap ETF
+0.27%
+$640.2 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$5,885.88 
VB Vanguard Small-Cap ETF
+0.23%
+$4,849.32 
BAC Bank of America Corporation
+0.19%
+$998.54 
IYG iShares U.S. Financial Services ETF
+0.15%
+$538.82 
GOOG Alphabet Inc
+0.06%
+$2,305.57 
GOOGL Alphabet Inc
+0.06%
+$4,505.69 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MU Micron Technology, Inc.
-6.1%
-$74,880.12 
AMD Advanced Micro Devices, Inc.
-5.79%
-$104,084.08 
GE General Electric Company
-5.52%
-$32,881.52 
BHP BHP Group Ltd.
-5.09%
-$22,089.3 
BAI iShares A.I. Innovation and Tech Active ETF
-4.92%
-$65,992.85 
ORCL Oracle Corporation
-4.53%
-$11,646 
LRCX Lam Research Corporation
-4.45%
-$25,754.15 
AVGO Broadcom Inc.
-4.18%
-$102,388.34 
CAT Caterpillar Inc.
-3.64%
-$44,674.56 
TXN Texas Instruments Inc
-3.5%
-$14,099.47 
VALE Vale S.A.
-3.24%
-$8,009.93 
AEM Agnico Eagle Mines Limited
-3.12%
-$4,655.93 
UBS UBS Group AG
-2.89%
-$11,941.5 
PWRD TCW Transform Systems ETF
-2.87%
-$25,695.45 
GEV GE Vernova Inc.
-2.81%
-$16,399.95 
MFG Mizuho Financial Group Inc. ADR
-2.77%
-$4,319.1 
CSCO Cisco Systems, Inc.
-2.65%
-$11,431.52 
NVDA NVIDIA Corporation
-2.58%
-$226,668.07 
ESGE iShares ESG Aware MSCI EM ETF
-2.33%
-$6,413.58 
KLAC KLA Corporation
-2.3%
-$11,291.42 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.29%
-$24,579.2 
GFI Gold Fields Ltd. Sponsored ADR
-2.26%
-$4,280.02 
AMAT Applied Materials, Inc.
-2.24%
-$18,338.91 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-2.17%
-$15,367.45 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$75,809.41 
AXIA AXIA Energia Sponsored ADR Preferred
-2.07%
-$2,139.59 
APH Amphenol Corporation
-2%
-$10,449.92 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-1.98%
-$17,031.6 
META Meta Platforms Inc Class A
-1.85%
-$59,855.12 
BBD Banco Bradesco S.A. ADR
-1.8%
-$2,004.54 
TTE TotalEnergies SE
-1.79%
-$3,610.08 
IAU iShares Gold Trust
-1.78%
-$9,270.91 
E Eni S.p.A. Sponsored ADR
-1.76%
-$3,857.1 
TSLA Tesla, Inc.
-1.72%
-$22,317.6 
C Citigroup Inc.
-1.72%
-$5,310.46 
FBCG Fidelity Blue Chip Growth Fund
-1.58%
-$24,094.34 
USXF iShares ESG Aware MSCI USA ETF
-1.42%
-$4,691.01 
SPOT Spotify Technology S.A.
-1.41%
-$2,924.95 
BNY BlackRock New York Municipal Income Trust
-1.38%
-$3,897.32 
ING ING Groep N.V. Sponsored ADR
-1.34%
-$4,842.05 
RTX RTX Corporation
-1.26%
-$6,354.8 
DB Deutsche Bank AG
-1.22%
-$3,621.86 
SCHF Schwab International Equity ETF
-1.18%
-$2,710.5 
IXUS iShares Core International Stock ETF
-1.18%
-$140,964.99 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$3,698.17 
CIG Companhia Energética de Minas Gerais S.A. ADR
-1.16%
-$318.12 
VEU Vanguard FTSE All-World ex-US ETF
-1.14%
-$10,614.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$10,864.93 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$16,873.3 
BA Boeing Company
-1.06%
-$2,534.93 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1%
-$24,042.48 
SAN Banco Santander S.A. Sponsored ADR
-0.98%
-$4,737.69 
VUG Vanguard Growth ETF
-0.93%
-$4,102.71 
VLUE iShares MSCI USA Value Factor ETF
-0.91%
-$13,019.98 
SCHC Schwab International Small-Cap Equity ETF
-0.89%
-$43,326.87 
ABFL Abacus FCF Leaders ETF
-0.88%
-$5,080.07 
BKNG Booking Holdings Inc.
-0.76%
-$2,948.86 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$41,056.56 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.71%
-$12,660.44 
BP BP p.l.c. Sponsored ADR
-0.69%
-$1,418.16 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.67%
-$7,403.99 
ACWI iShares MSCI ACWI ETF
-0.65%
-$2,158.88 
ASML ASML Holding N.V. New York Registry Shares
-0.61%
-$7,737.66 
EFV iShares MSCI EAFE Value ETF
-0.47%
-$3,449.62 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.46%
-$19,382.9 
ESGU iShares ESG Aware MSCI USA ETF
-0.44%
-$2,221.91 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.4%
-$1,173.39 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.38%
-$6,467.22 
BLK BlackRock, Inc.
-0.36%
-$858 
PLTR Palantir Technologies Inc.
-0.36%
-$1,803.99 
IVV iShares Core S&P 500 ETF
-0.34%
-$99,136.22 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$7,746.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$1,514.53 
VOO Vanguard S&P 500 ETF
-0.33%
-$34,393.82 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$2,996.28 
DSI iShares MSCI KLD 400 Social ETF
-0.32%
-$1,344.58 
JPM JPMorgan Chase & Co.
-0.32%
-$7,501.93 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$21,263.28 
SUSA iShares MSCI USA ESG Select ETF
-0.29%
-$890 
VXF Vanguard Extended Market ETF
-0.28%
-$2,671.29 
NWG NatWest Group plc Sponsored ADR
-0.25%
-$472 
CMF iShares California Muni Bond ETF
-0.24%
-$6,956.32 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.23%
-$1,517.34 
TLH iShares 10-20 Year Treasury Bond ETF
-0.2%
-$3,218.67 
MUB iShares National Muni Bond ETF
-0.13%
-$6,454.35 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$939.5 
SYSB iShares Systematic Bond ETF
-0.11%
-$3,605.89 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$8,119.23 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$432.05 
FBND Fidelity Total Bond ETF
-0.1%
-$985.1 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.1%
-$625.59 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.09%
-$613.02 
LYG Lloyds Banking Group Plc ADR
-0.08%
-$132 
MBB iShares MBS ETF
-0.08%
-$3,659.93 
NEE NextEra Energy, Inc.
-0.08%
-$200.62 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.07%
-$280.8 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$1,581.72 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.06%
-$2,955.18 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$1,475.85 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$568.72 
BINC iShares Flexible Income Active ETF
-0.02%
-$219.98 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$184.87 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$16.48 Events
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Dividends
Dividend Analysis
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| Trades 1405 | Longs Won 929/1405 66% | Profit Factor 16.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $234,779.39 |
| Average Win $86,355.09 | Best Trade (Jul 15) $4.74M | Sharpe Ratio -145.36 |
| Average Loss -$10,239.66 | Worst Trade (Mar 31) -$263,466.89 | Z-Score 9.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w | Expectancy $53,629.75 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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