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ActiveTed - New Portfolio

Theodore

ActiveTed
Individual Investor
Ranked #54,450 out of 747,696 TipRanks' Investors
Success Rate
70%
99 out of 142
profitable transactions
Average Return
12.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.08%
6-Month Return▲ 11.66%
12-Month Return▲ 24.95%
YTD Return▲ 15.50%
Total Return▲ 38.86%

Best Trade

Opened at
Closed at-
Gain▲ 181.05%

Bio

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

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 7.00%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.49%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.72%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.82%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.82%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.68%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 0.57%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.00%
▼ 1.87%▲ 1.59%▲ 3.49%
▲ 14.08%▲ 5.22%▲ 3.72%
▲ 5.05%▲ 3.27%▲ 3.31%
▼ 12.40%▼ 4.03%▼ 2.82%
▲ 11.46%▲ 5.06%▲ 4.82%
▼ 2.25%▲ 3.53%▲ 1.68%
▲ 29.87%▲ 0.88%▲ 0.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eli Lilly & Co
2.38%
▲ 2.01%
1
Open
Jul 18, 2024
Broadcom
2.38%
▲ 22.90%
3
Open
Jul 17, 2024
Polaris
▲ 15.05%
2
Close
Jul 17, 2024
Zscaler
▲ 14.11%
2
Close
Jul 10, 2024
PepsiCo
2.38%
▲ 3.42%
1
Open
Jul 08, 2024
Prologis
▲ 16.72%
4
Close
Jul 05, 2024
Aptiv
▼ 13.37%
2
Close
Jun 28, 2024
Micron
2.38%
▼ 12.35%
1
Open
Jun 28, 2024
Baidu
▼ 6.56%
2
Close
Jun 26, 2024
Snowflake
▲ 0.11%
4
Close
Jun 10, 2024
CVS Health
▼ 15.30%
2
Close
Jun 04, 2024
Humana
▼ 4.50%
4
Close
Jun 04, 2024
MongoDB
2.38%
▲ 6.97%
1
Open
May 31, 2024
Alibaba
▲ 5.47%
4
Close
May 30, 2024
First Solar
▲ 87.75%
2
Close
May 30, 2024
Air Products and Chemicals
▲ 22.26%
2
Close
May 22, 2024
KKR & Co
▲ 11.97%
2
Close
May 22, 2024
Lululemon Athletica
▼ 12.46%
2
Close
May 10, 2024
KFA Mount Lucas Index Strategy ETF
▲ 3.19%
2
Close
May 09, 2024
KraneShares CSI China Internet ETF
▲ 19.82%
2
Close
May 06, 2024