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ActiveTed - New Portfolio

Theodore

ActiveTed
Individual Investor
Ranked #186,352 out of 810,248 TipRanks' Investors
Success Rate
62%
118 out of 192
profitable transactions
Average Return
12.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.73%
6-Month Return▼ 1.58%
12-Month Return▲ 11.47%
YTD Return▲ 2.53%
Total Return▲ 53.53%

Best Trade

Opened at
Closed at-
Gain▲ 294.84%

Bio

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

Performance

23.15%0-23.15%
▲ 5.10%
▼ 2.41%
▼ 3.82%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.84%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.89%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.70%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.26%
Jun 2025
▲ 23.15%
▲ 3.12%
▲ 1.35%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.82%
▲ 6.03%▲ 2.69%▲ 4.84%
▼ 12.86%▼ 1.27%▼ 3.31%
▼ 1.80%▼ 5.57%▼ 6.89%
▲ 1.84%▼ 0.87%▼ 0.87%
▲ 12.20%▲ 6.28%▲ 3.70%
▲ 6.24%▲ 5.14%▲ 4.26%
▲ 23.15%▲ 3.12%▲ 1.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fiserv
2.78%
▲ 37.12%
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
2.78%
▲ 7.22%
1
Open
Jul 16, 2025
Five9
2.78%
▲ 3.52%
1
Open
Jul 10, 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
2.78%
▼ 4.71%
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
First Solar
▲ 21.87%
4
Close
May 01, 2025
VictoryShares Free Cash Flow ETF
▼ 9.03%
2
Close
Apr 28, 2025
Apollo Global Management
▼ 17.18%
2
Close
Apr 15, 2025
Gentex
▼ 14.49%
2
Close
Apr 15, 2025
Brookfield Corporation
▲ 14.36%
4
Close
Apr 10, 2025
Royalty Pharma
▲ 9.60%
4
Close
Apr 10, 2025
Coca Cola Femsa SAB De CV
▲ 20.63%
2
Close
Apr 10, 2025