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ActiveTed - New Portfolio

Theodore

ActiveTed
Individual Investor
Ranked #194,454 out of 817,541 TipRanks' Investors
Success Rate
61%
121 out of 197
profitable transactions
Average Return
13.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.15%
6-Month Return▲ 12.35%
12-Month Return▲ 14.23%
YTD Return▲ 6.71%
Total Return▲ 59.79%

Best Trade

Opened at
Closed at-
Gain▲ 288.60%

Bio

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

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 3.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.89%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.83%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.70%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.26%
Jun 2025
▲ 27.87%
▲ 2.30%
▼ 0.07%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.63%
Aug 2025
▲ 5.74%
▲ 0.82%
▲ 1.81%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 3.31%
▼ 1.80%▼ 5.57%▼ 6.89%
▲ 1.84%▼ 0.87%▼ 0.83%
▲ 12.20%▲ 6.28%▲ 3.70%
▲ 6.24%▲ 5.14%▲ 4.26%
▲ 27.87%▲ 2.30%▼ 0.07%
▲ 4.87%▲ 2.05%▲ 3.63%
▲ 5.74%▲ 0.82%▲ 1.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Synopsys
2.44%
0.00%
1
Open
Sep 11, 2025
Chipotle
2.44%
0.00%
1
Open
Sep 10, 2025
CoreWeave
2.44%
▲ 12.49%
1
Open
Sep 05, 2025
Coca Cola Femsa SAB De CV
2.44%
▲ 10.08%
3
Open
Sep 02, 2025
Harrow Health
2.44%
▲ 5.19%
1
Open
Aug 25, 2025
BGC Group
2.44%
▲ 2.77%
1
Open
Aug 19, 2025
Otis Worldwide
▼ 2.72%
2
Close
Aug 01, 2025
Five9
▲ 1.87%
2
Close
Jul 29, 2025
Fiserv
2.44%
▲ 35.15%
3
Open
Jul 23, 2025
Arch Capital Group
▲ 24.55%
2
Close
Jul 23, 2025
Pfizer
▼ 7.12%
4
Close
Jul 22, 2025
KKR & Co
▲ 4.37%
4
Close
Jul 16, 2025
HASI
2.44%
▲ 6.07%
1
Open
Jul 16, 2025
T Mobile US
▲ 81.75%
2
Close
Jul 09, 2025
Sarepta Therapeutics
▼ 30.46%
4
Close
Jun 16, 2025
T. Rowe Price Capital Appreciation Fund
▼ 4.95%
2
Close
Jun 10, 2025
Merck & Company
2.44%
▼ 4.77%
3
Open
May 28, 2025
Micron
▼ 25.97%
2
Close
May 13, 2025
Dell Technologies
▼ 3.36%
2
Close
May 13, 2025
Becton Dickinson
▼ 18.60%
2
Close
May 02, 2025