tiprankstipranks

ActiveTed - New Portfolio

Theodore

ActiveTed
Individual Investor
Ranked #43,800 out of 730,435 TipRanks' Investors
Success Rate
69%
93 out of 135
profitable transactions
Average Return
10.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.50%
6-Month Return▲ 29.47%
12-Month Return▲ 31.12%
YTD Return▲ 7.93%
Total Return▲ 29.76%

Best Trade

Opened at
Closed at-
Gain▲ 118.64%

Bio

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

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 4.14%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.64%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.75%
Nov 2023
▲ 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
▼ 13.70%
▼ 3.74%
▼ 2.67%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.14%
▼ 6.45%▼ 2.17%▼ 2.64%
▲ 9.22%▲ 9.13%▲ 10.75%
▲ 5.14%▲ 4.57%▲ 7.00%
▼ 1.87%▲ 1.59%▲ 3.49%
▲ 14.08%▲ 5.22%▲ 3.72%
▲ 5.05%▲ 3.27%▲ 3.31%
▼ 13.70%▼ 3.74%▼ 2.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Coterra Energy
▲ 13.58%
2
Close
Apr 26, 2024
Copa Holdings
1.92%
▲ 1.06%
1
Open
Apr 24, 2024
Salesforce
1.92%
▼ 1.28%
1
Open
Apr 23, 2024
Snowflake
1.92%
▲ 8.78%
3
Open
Apr 18, 2024
Baidu
1.92%
▲ 5.82%
1
Open
Apr 17, 2024
KKR & Co
1.92%
▲ 0.25%
1
Open
Apr 17, 2024
Zscaler
1.92%
▲ 1.07%
1
Open
Apr 17, 2024
3M
▲ 4.12%
2
Close
Apr 16, 2024
Pacer US Small Cap Cash Cows 100 ETF
▼ 2.51%
2
Close
Apr 11, 2024
Medtronic
▲ 4.33%
2
Close
Apr 01, 2024
BorgWarner
▲ 2.52%
2
Close
Mar 27, 2024
SPDR S&P BIOTECH ETF
▲ 2.49%
2
Close
Mar 25, 2024
Lululemon Athletica
1.92%
▼ 10.71%
1
Open
Mar 22, 2024
Shift4 Payments
1.92%
▼ 13.70%
1
Open
Mar 22, 2024
First Solar
1.92%
▲ 18.72%
1
Open
Mar 15, 2024
Halliburton
▲ 0.60%
2
Close
Mar 07, 2024
CrowdStrike Holdings
1.92%
▲ 47.03%
3
Open
Mar 06, 2024
Bristol-Myers Squibb
▼ 8.69%
4
Close
Mar 05, 2024
Broadcom
▲ 42.54%
2
Close
Mar 05, 2024
Evergy
▲ 3.56%
2
Close
Mar 05, 2024