RT
Ruth Thortvedt Portfolio
Invests via Lighthouse Financial LLC | Managed by Ruth Thortvedt
Invests via Lighthouse Financial LLC
Managed by Ruth Thortvedt
Automatically Tracked
Seasoned investor and corporate governance specialist focused on European equities, combining activism and stewardship in value-oriented strategies. Ruth Thortvedt has led engagement programs, board-level dialogues and proxy campaigns for long-only and activist mandates, with experience across financials, industrials and energy sectors. Known for integrating ESG analysis into fundamental research, she has prior buy-side and proxy advisory experience and engages with portfolio companies to unlock shareholder value and manage regulatory and transition risks.
Seasoned investor and corporate governance specialist focused on European equities, combining activism and stewardship in value-oriented strategies. Ruth Thortvedt has led engagement programs, board-level dialogues and proxy campaigns for long-only and activist mandates, with experience across financials, industrials and energy sectors. Known for integrating ESG analysis into fundamental research, she has prior buy-side and proxy advisory experience and engages with portfolio companies to unlock shareholder value and manage regulatory and transition risks.
Investment Philosophy & Strategy
Combines activist stewardship with fundamental, value-oriented equity investing across European markets, prioritizing board engagement and governance-driven upside. Focuses capital on misunderstood or transition-challenged businesses in financials, industrials and energy where active dialogue, targeted board interventions and proxy work can accelerate value realization. Marries ESG-integrated fundamental analysis with long-medium term horizons, concentrated position sizing, and event-aware catalysts. Risk discipline emphasizes governance remediation, downside protection through capital structure and operational improvements, and pragmatic exit timing tied to measurable corporate reforms.
Combines activist stewardship with fundamental, value-oriented equity investing across European markets, prioritizing board engagement and governance-driven upside. Focuses capital on misunderstood or transition-challenged businesses in financials, industrials and energy where active dialogue, targeted board interventions and proxy work can accelerate value realization. Marries ESG-integrated fundamental analysis with long-medium term horizons, concentrated position sizing, and event-aware catalysts. Risk discipline emphasizes governance remediation, downside protection through capital structure and operational improvements, and pragmatic exit timing tied to measurable corporate reforms.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-0.51%
Gain
Monthly
-0.03%
Yearly
-0.33%
Drawdown
23.46%
$181.45M
Equity
Holdings
$181.45M
Investment
$149.82M
$30.89M
Profit -$976,525.9
Realized
-$739,540.98
Unrealized
$31.63M
Dividends
$4.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$976,525.9
Win %
73%
This Week
Compared To Last Week
Gain
-1.72%
Profit
-$3.18M
Win %
73%
This Month
Compared to last month
Gain
-1.04%
Profit
-$1.9M
Win %
73%
This Year
Compared to last year
Gain
11.73%
Profit
$19.05M
Win %
74%
GE General Electric Company
+2.78%
+$71,365.78 
VFF Village Farms International Inc.
+2.34%
+$3,724.16 
PANW Palo Alto Networks, Inc.
+2.26%
+$16,291.61 
CSCO Cisco Systems, Inc.
+2.05%
+$9,462.67 
ABT Abbott Laboratories
+1.79%
+$7,763.22 
UNH UnitedHealth Group Incorporated
+1.74%
+$17,202.01 
PSX Phillips 66
+1.72%
+$4,349.22 
ABBV AbbVie Inc.
+1.7%
+$14,173.89 
CVS CVS Health Corporation
+1.67%
+$5,287.73 
JNJ Johnson & Johnson
+1.64%
+$8,175.91 
XOM Exxon Mobil Corporation
+1.41%
+$11,252.45 
ORCL Oracle Corporation
+1.26%
+$2,152.47 
NSC Norfolk Southern Corporation
+1.09%
+$3,081.15 
LLY Eli Lilly and Company
+1.06%
+$63,608.7 
IDU iShares U.S. Utilities ETF
+1.05%
+$4,217.5 
COP ConocoPhillips
+0.99%
+$3,035.03 
GEV GE Vernova Inc.
+0.96%
+$18,937.67 
MU Micron Technology, Inc.
+0.8%
+$6,392 
XLE Energy Select Sector SPDR Fund
+0.78%
+$3,219.57 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$3,254.64 
TJX The TJX Companies, Inc.
+0.48%
+$1,238.76 
JPM JPMorgan Chase & Co.
+0.41%
+$2,140.58 
CRWV CoreWeave, Inc.
+0.33%
+$4,326.72 
VRTX Vertex Pharmaceuticals Incorporated
+0.32%
+$9,791.99 
IBB iShares Biotechnology ETF
+0.28%
+$4,205.1 
PG Procter & Gamble Co
+0.28%
+$645.54 
JCI Johnson Controls International plc
+0.22%
+$583.16 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.2%
+$16,370.7 
AAPL Apple Inc.
+0.14%
+$7,190.4 
IYH iShares U.S. Healthcare ETF
+0.14%
+$6,006.19 
PFE Pfizer Inc.
+0.14%
+$279.72 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.13%
+$20,890.85 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$8,769.78 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ATEC Alphatec Holdings Inc.
-6.96%
-$12,235.65 
META Meta Platforms Inc Class A
-5.12%
-$56,096.82 
GEHC GE HealthCare Technologies Inc.
-3.72%
-$7,985.37 
IBM International Business Machines Corporation
-3.71%
-$13,577.1 
JOBY Joby Aviation, Inc.
-3.34%
-$35,885.89 
TSLA Tesla, Inc.
-2.86%
-$19,284.01 
QS QuantumScape Corp
-2.54%
-$3,345 
MELI MercadoLibre, Inc.
-2.46%
-$16,962.14 
MSFT Microsoft Corp.
-2.26%
-$92,305.39 
RDDT Reddit Inc Class A
-2.08%
-$24,293.5 
VWO Vanguard FTSE Emerging Markets ETF
-1.87%
-$4,895 
GOOG Alphabet Inc
-1.86%
-$79,221.18 
VRT Vertiv Holdings Co
-1.68%
-$80,234.55 
ANET Arista Networks, Inc.
-1.58%
-$6,950.61 
IYW iShares U.S. Technology ETF
-1.53%
-$17,789.45 
NVDA NVIDIA Corporation
-1.41%
-$309,847.5 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$171,583.72 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.22%
-$38,873.88 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.18%
-$47,567.1 
LOW Lowe's Companies Inc.
-1.12%
-$2,794.5 
AVGO Broadcom Inc.
-1.12%
-$32,712.68 
MGM MGM Resorts International
-1.11%
-$10,894 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1%
-$72,996.84 
C Citigroup Inc.
-0.98%
-$3,437.37 
VT Vanguard Total World Stock ETF
-0.73%
-$4,580 
VOO Vanguard S&P 500 ETF
-0.73%
-$5,121.31 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$2,366.4 
IVV iShares Core S&P 500 ETF
-0.72%
-$82,572.8 
AMZN Amazon.com Inc
-0.6%
-$39,858 
EFA iShares MSCI EAFE ETF
-0.52%
-$11,925.9 
BIIB Biogen Inc.
-0.51%
-$1,178.07 
FELC Fidelity Enhanced Large Cap Core ETF
-0.48%
-$3,023.75 
IWO iShares Russell 2000 Growth ETF
-0.48%
-$7,869.8 
XLF Financial Select Sector SPDR Fund
-0.44%
-$1,552.75 
TKR Timken Co.
-0.4%
-$1,279.32 
COWZ Pacer US Cash Cows 100 ETF
-0.24%
-$1,988.03 
IYF iShares U.S. Financials ETF
-0.22%
-$1,131 
IWD iShares Russell 1000 Value ETF
-0.19%
-$471.88 
AMGN Amgen Inc.
-0.12%
-$1,164.36 
IVE ISHARES S&P 500 VALUE ETF
-0.08%
-$4,335.82 Events
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Dividends
Dividend Analysis
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| Trades 326 | Longs Won 224/326 68% | Profit Factor 5.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $473,082.59 |
| Average Win $169,885.24 | Best Trade (Jul 14) $6.49M | Sharpe Ratio -12.44 |
| Average Loss -$70,257.2 | Worst Trade (Dec 30) -$1.69M | Z-Score 8.43 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 4d | Expectancy $94,748.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 2,584 | 2,326 | 2,067 | 1,809 | 1,550 | 1,292 | 1,034 | 775 | 517 | 258 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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