- Compare:
groverexplod's style
- Services 33.38%
- Conglomerates 16.15%
- Technology 14.68%
- Industrial Goods 13.11%
- Consumer Goods 11.35%
groverexplod's bio
- Risk Group(4.9/10) Moderate
- RankTop 68%
- Return Today-9.71%
- Return 1 Month-25.96%
- Return 3 Months-45.34%
- Return YTD-51.70%
- Trades/Month5.05
- Member SinceMay 08
Unravelling my railroad ties at the moment, gradually moving into select suppliers for the industry. Berk & GE will remain a long-term component.
Meanwhile Sotheby's (BID) remains intriguing to me, since it serves as a proxy for the entire art market (Christie's is private and no art dealers or galleries are sufficiently capitalized).
groverexplod's major holdings
- % of Portfolio
- General Electric Company16.15%
- Sotheby's13.54%
- Berkshire Hathaway inc.11.32%
- Caterpillar Inc.9.39%
- Ambev - Companhia de Bebidas das Americas7.69%
- SanDisk Corporation6.99%
- Canadian Pacific Railway Limited5.72%
- Applied Materials, Inc.4.36%
- CSX Corporation4.24%
- KBR, Inc.4.09%
- Honeywell International, Inc.3.71%
- Seaboard Corp3.66%
- NVIDIA Corporation3.33%
- Sirius XM Radio Inc.2.96%
- Kansas City Southern2.84%