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ActiveTed - New Portfolio

Theodore

ActiveTed
Individual Investor
Ranked #112,590 out of 781,066 TipRanks' Investors
Success Rate
64%
116 out of 181
profitable transactions
Average Return
14.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.13%
6-Month Return▲ 12.89%
12-Month Return▲ 28.89%
YTD Return▲ 3.93%
Total Return▲ 56.56%

Best Trade

Opened at
Closed at-
Gain▲ 213.34%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.63%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.48%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.95%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.96%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.99%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.09%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.33%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.93%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.63%
▲ 8.13%▲ 1.21%▲ 0.48%
▼ 13.14%▲ 2.34%▲ 3.95%
▲ 2.93%▲ 2.10%▲ 1.96%
▲ 10.00%▼ 0.89%▼ 0.99%
▲ 26.04%▲ 5.96%▲ 7.09%
▲ 5.93%▼ 2.41%▼ 3.33%
▲ 9.79%▲ 0.95%▲ 3.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Johnson & Johnson
▲ 3.05%
4
Close
Jan 17, 2025
CVS Health
▲ 0.95%
4
Close
Jan 15, 2025
Apollo Global Management
1.89%
▲ 7.87%
1
Open
Jan 13, 2025
Constellation Brands
1.89%
▲ 0.61%
3
Open
Jan 10, 2025
TransMedics Group
▼ 19.97%
2
Close
Jan 10, 2025
KKR & Co
1.89%
▲ 9.13%
3
Open
Jan 09, 2025
Adobe
1.89%
▼ 0.13%
1
Open
Jan 03, 2025
Novo Nordisk
1.89%
▼ 8.21%
1
Open
Dec 30, 2024
Shift4 Payments
▲ 53.29%
2
Close
Dec 27, 2024
Mondelez International
1.89%
▼ 2.80%
1
Open
Dec 24, 2024
Pinterest
▲ 6.09%
2
Close
Dec 17, 2024
Target
▲ 1.47%
2
Close
Dec 16, 2024
Lam Research
▲ 5.17%
4
Close
Dec 03, 2024
VictoryShares Free Cash Flow ETF
1.89%
▼ 1.67%
1
Open
Dec 02, 2024
Invesco QQQ Trust
1.89%
▲ 3.16%
1
Open
Nov 25, 2024
Snowflake
▲ 15.19%
6
Close
Nov 22, 2024
PepsiCo
1.89%
▲ 0.91%
3
Open
Nov 19, 2024
Coca Cola Femsa SAB De CV
1.89%
▼ 2.35%
1
Open
Nov 19, 2024
Walt Disney
▲ 10.51%
4
Close
Nov 15, 2024
Zscaler
▲ 21.17%
4
Close
Nov 15, 2024