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ActiveTed - New Portfolio

Theodore

ActiveTed
Individual Investor
Ranked #120,050 out of 788,370 TipRanks' Investors
Success Rate
64%
118 out of 185
profitable transactions
Average Return
13.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.39%
6-Month Return▲ 8.33%
12-Month Return▲ 19.70%
YTD Return▲ 3.20%
Total Return▲ 55.18%

Best Trade

Opened at
Closed at-
Gain▲ 223.75%

Bio

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

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 0.48%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.94%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.96%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.08%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.09%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.41%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.78%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.51%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 0.48%
▼ 13.14%▲ 2.34%▲ 3.94%
▲ 2.93%▲ 2.10%▲ 1.96%
▲ 9.99%▼ 0.89%▼ 1.08%
▲ 26.03%▲ 5.96%▲ 7.09%
▲ 5.97%▼ 2.41%▼ 3.41%
▲ 5.25%▲ 2.69%▲ 4.78%
▼ 9.08%▲ 1.42%▼ 1.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Arista Networks
2%
▼ 5.41%
1
Open
Feb 19, 2025
Constellation Brands
▼ 3.22%
4
Close
Feb 18, 2025
iShares U.S. Oil & Gas Exploration & Production ETF
▲ 4.87%
2
Close
Feb 18, 2025
Vertiv Holdings
2%
▼ 13.71%
1
Open
Feb 12, 2025
Gentex
2%
▼ 2.13%
1
Open
Feb 11, 2025
Dell Technologies
2%
▲ 4.71%
1
Open
Feb 08, 2025
Mondelez International
▼ 1.81%
2
Close
Feb 07, 2025
Merck & Company
▼ 21.74%
2
Close
Feb 05, 2025
Comcast
▼ 5.80%
2
Close
Jan 31, 2025
Aspen Aerogels
▼ 18.14%
2
Close
Jan 31, 2025
Novo Nordisk
▼ 1.98%
2
Close
Jan 29, 2025
Johnson & Johnson
▲ 3.05%
4
Close
Jan 17, 2025
CVS Health
▲ 0.95%
4
Close
Jan 15, 2025
Apollo Global Management
2%
▼ 2.47%
1
Open
Jan 13, 2025
TransMedics Group
▼ 19.97%
2
Close
Jan 10, 2025
KKR & Co
2%
▲ 0.63%
3
Open
Jan 09, 2025
Adobe
2%
▲ 3.19%
1
Open
Jan 03, 2025
Shift4 Payments
▲ 53.29%
2
Close
Dec 27, 2024
Pinterest
▲ 6.09%
2
Close
Dec 17, 2024
Target
▲ 1.47%
2
Close
Dec 16, 2024