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ActiveTed - New Portfolio

Theodore

ActiveTed
Individual Investor
Ranked #220,834 out of 833,817 TipRanks' Investors
Success Rate
61%
130 out of 213
profitable transactions
Average Return
14.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.78%
6-Month Return▲ 15.21%
12-Month Return▲ 13.15%
YTD Return▲ 15.57%
Total Return▲ 73.09%

Best Trade

Opened at
Closed at-
Gain▲ 329.27%

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
▼ 3.57%
▲ 0.19%
▲ 1.68%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 1.96%
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%
▼ 3.57%▲ 0.19%▲ 1.68%
▲ 1.45%▲ 1.32%▲ 1.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Tower
▲ 1.84%
4
Close
Dec 17, 2025
Chipotle
▼ 7.16%
2
Close
Dec 13, 2025
Netflix
▼ 6.29%
2
Close
Dec 05, 2025
Carnival
2.63%
▲ 20.80%
1
Open
Dec 05, 2025
Comcast
▼ 7.68%
4
Close
Dec 04, 2025
Sea
2.63%
▼ 18.38%
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
2.63%
▲ 39.11%
3
Open
Nov 22, 2025
Merck & Company
▲ 4.59%
4
Close
Nov 21, 2025
Honeywell International
▼ 1.06%
2
Close
Nov 18, 2025
Amdocs
2.63%
▲ 8.39%
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
2.63%
▲ 3.78%
3
Open
Nov 05, 2025
Schlumberger
▼ 32.88%
2
Close
Oct 20, 2025
BGC Group
▼ 7.07%
2
Close
Oct 13, 2025
CoreWeave
▲ 57.12%
2
Close
Oct 08, 2025
Synopsys
▲ 7.09%
2
Close
Oct 03, 2025