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ActiveTed - New Portfolio

Theodore

ActiveTed
Individual Investor
Ranked #209,962 out of 831,094 TipRanks' Investors
Success Rate
61%
130 out of 212
profitable transactions
Average Return
14.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.17%
6-Month Return▲ 16.92%
12-Month Return▲ 9.85%
YTD Return▲ 14.53%
Total Return▲ 71.51%

Best Trade

Opened at
Closed at-
Gain▲ 308.72%

Bio

Primarily growth securities offering a margin of safety and FCF yield.

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 3.70%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.26%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.07%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.63%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.28%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.96%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.64%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 1.15%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 3.70%
▲ 9.25%▲ 5.14%▲ 4.26%
▲ 7.60%▲ 2.30%▼ 0.07%
▲ 2.76%▲ 2.05%▲ 3.63%
▲ 12.88%▲ 3.56%▲ 5.28%
▲ 10.96%▲ 2.38%▲ 0.96%
▼ 3.44%▲ 0.19%▲ 1.64%
▲ 0.26%▲ 0.07%▲ 1.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sea
2.5%
▼ 15.13%
3
Open
Dec 01, 2025
Accenture
▲ 6.44%
4
Close
Dec 01, 2025
Coca-Cola
▲ 11.35%
2
Close
Nov 28, 2025
Oracle
▼ 1.62%
2
Close
Nov 25, 2025
T Mobile US
2.5%
▲ 41.41%
3
Open
Nov 22, 2025
Netflix
2.5%
▼ 2.81%
1
Open
Nov 22, 2025
Merck & Company
▲ 4.58%
4
Close
Nov 21, 2025
Honeywell International
▼ 1.06%
2
Close
Nov 18, 2025
American Tower
2.5%
▲ 1.20%
3
Open
Nov 17, 2025
Amdocs
2.5%
▲ 1.24%
1
Open
Nov 17, 2025
Elevance Health
▼ 24.31%
2
Close
Nov 13, 2025
Solstice Advanced Materials, Inc.
▲ 5.66%
2
Close
Nov 11, 2025
Pinterest
2.5%
▲ 6.27%
3
Open
Nov 05, 2025
Schlumberger
▼ 32.88%
2
Close
Oct 20, 2025
BGC Group
▼ 7.07%
2
Close
Oct 13, 2025
Comcast
▼ 7.30%
3
Open
Oct 09, 2025
CoreWeave
▲ 57.12%
2
Close
Oct 08, 2025
Synopsys
▲ 7.09%
2
Close
Oct 03, 2025
Atlassian
2.5%
▲ 4.16%
1
Open
Oct 03, 2025
Coca Cola Femsa SAB De CV
▲ 10.30%
4
Close
Sep 26, 2025