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ActiveTed - New Portfolio

Theodore

ActiveTed
Individual Investor
Ranked #99,193 out of 769,002 TipRanks' Investors
Success Rate
65%
111 out of 170
profitable transactions
Average Return
13.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.05%
6-Month Return▲ 9.32%
12-Month Return▲ 35.50%
YTD Return▲ 25.49%
Total Return▲ 50.87%

Best Trade

Opened at
Closed at-
Gain▲ 231.93%

Bio

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

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.82%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.82%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.66%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.48%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.95%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.97%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.87%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.49%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.82%
▲ 11.46%▲ 5.06%▲ 4.82%
▼ 2.25%▲ 3.53%▲ 1.66%
▲ 25.72%▲ 1.21%▲ 0.48%
▼ 4.22%▲ 2.34%▲ 3.95%
▲ 7.82%▲ 2.10%▲ 1.97%
▲ 5.70%▼ 0.89%▼ 0.87%
▲ 23.63%▲ 3.84%▲ 3.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PepsiCo
2.04%
▲ 3.85%
3
Open
Nov 19, 2024
Coca Cola Femsa SAB De CV
2.04%
▼ 0.89%
1
Open
Nov 19, 2024
Walt Disney
▲ 10.51%
4
Close
Nov 15, 2024
Zscaler
▲ 21.17%
4
Close
Nov 15, 2024
Lam Research
2.04%
▼ 0.75%
3
Open
Nov 15, 2024
Nomad Foods
▼ 0.18%
2
Close
Nov 15, 2024
Aspen Aerogels
2.04%
▼ 2.10%
1
Open
Nov 15, 2024
CrowdStrike Holdings
▲ 53.93%
4
Close
Nov 12, 2024
BioMarin Pharmaceutical
▼ 6.30%
2
Close
Nov 12, 2024
Intel
▲ 3.60%
2
Close
Nov 12, 2024
TransMedics Group
2.04%
▼ 10.21%
1
Open
Nov 08, 2024
Super Micro Computer
▼ 21.26%
2
Close
Oct 30, 2024
Royalty Pharma
2.04%
▼ 0.12%
3
Open
Oct 25, 2024
Fiserv
▲ 74.91%
2
Close
Oct 16, 2024
PDD Holdings
▲ 11.61%
2
Close
Oct 10, 2024
First Solar
2.04%
▲ 34.76%
3
Open
Oct 09, 2024
British American Tobacco
▲ 15.13%
2
Close
Oct 04, 2024
Coupang
2.04%
▼ 3.39%
1
Open
Sep 27, 2024
T. Rowe Price Capital Appreciation Fund
2.04%
▲ 0.89%
1
Open
Sep 24, 2024
iShares U.S. Oil & Gas Exploration & Production ETF
2.04%
▲ 9.59%
1
Open
Sep 17, 2024