tiprankstipranks

ActiveTed - New Portfolio

Theodore

ActiveTed
Individual Investor
Ranked #131,056 out of 793,549 TipRanks' Investors
Success Rate
61%
114 out of 186
profitable transactions
Average Return
11.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.67%
6-Month Return▼ 0.58%
12-Month Return▲ 9.71%
YTD Return▼ 2.31%
Total Return▲ 46.26%

Best Trade

Opened at
Closed at-
Gain▲ 189.64%

Bio

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

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.94%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.96%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.08%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.10%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.84%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 4.88%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.31%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 3.67%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.94%
▲ 2.93%▲ 2.10%▲ 1.96%
▲ 10.00%▼ 0.89%▼ 1.08%
▲ 26.01%▲ 5.96%▲ 7.10%
▲ 5.34%▼ 2.41%▼ 3.84%
▲ 5.88%▲ 2.69%▲ 4.88%
▼ 12.86%▼ 1.27%▼ 3.31%
▲ 5.30%▼ 4.02%▼ 3.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sarepta Therapeutics
2.13%
▲ 4.86%
3
Open
Mar 18, 2025
NICE
▼ 7.82%
2
Close
Mar 18, 2025
Coupang
▼ 5.20%
2
Close
Mar 17, 2025
Vertiv Holdings
▼ 25.28%
2
Close
Mar 11, 2025
PepsiCo
▲ 3.54%
4
Close
Feb 25, 2025
Arista Networks
2.13%
▼ 21.42%
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
Gentex
2.13%
▼ 0.56%
1
Open
Feb 11, 2025
Dell Technologies
2.13%
▼ 14.29%
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
2.13%
▼ 6.30%
1
Open
Jan 13, 2025
TransMedics Group
▼ 19.97%
2
Close
Jan 10, 2025
KKR & Co
2.13%
▼ 3.68%
3
Open
Jan 09, 2025