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:
25.59%
Gain +0.11%
Monthly
1.07%
Yearly
13.58%
Drawdown
20.2%
$185.8M
Equity
Holdings
$185.8M
Investment
$154.46M
$30.33M
Profit +$157,068.29
Realized
-$1.01M
Unrealized
$31.33M
Dividends
$5.28M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$157,068.29
Win %
74%
This Week
Compared To Last Week
Gain
-1.83%
Profit
-$3.46M
Win %
74%
This Month
Compared to last month
Gain
-0.66%
Profit
-$1.24M
Win %
74%
This Year
Compared to last year
Gain
-1.06%
Profit
-$1.99M
Win %
74%
NKE Nike, Inc. - Class B
+6.53%
+$26,634.28 
QS QuantumScape Corp
+6.09%
+$5,453.76 
RDDT Reddit Inc Class A
+5.61%
+$30,449.3 
LLY Eli Lilly and Company
+4.78%
+$299,846.47 
ATEC Alphatec Holdings Inc.
+4.45%
+$8,821.05 
LOW Lowe's Companies Inc.
+4.01%
+$8,676.75 
UNH UnitedHealth Group Incorporated
+3.67%
+$20,901.71 
AMGN Amgen Inc.
+3.48%
+$37,106.53 
GEHC GE HealthCare Technologies Inc.
+3.39%
+$7,567.84 
CRWV CoreWeave, Inc.
+2.9%
+$45,368.23 
IBB iShares Biotechnology ETF
+2.53%
+$48,675.8 
VRTX Vertex Pharmaceuticals Incorporated
+2.46%
+$79,873.9 
IYH iShares U.S. Healthcare ETF
+2.42%
+$111,552.48 
IBM International Business Machines Corporation
+2.18%
+$8,734.56 
BIIB Biogen Inc.
+2.16%
+$5,538.5 
ABT Abbott Laboratories
+1.99%
+$8,211 
CVS CVS Health Corporation
+1.99%
+$5,362.2 
MGM MGM Resorts International
+1.36%
+$7,050.75 
COWZ Pacer US Cash Cows 100 ETF
+1.31%
+$12,659.92 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.29%
+$86,065.86 
XLF Financial Select Sector SPDR Fund
+1.22%
+$4,130.31 
IYF iShares U.S. Financials ETF
+1.1%
+$5,306 
MSFT Microsoft Corp.
+1.06%
+$57,477.09 
ABBV AbbVie Inc.
+1.05%
+$8,791.17 
VFF Village Farms International Inc.
+0.98%
+$2,068.97 
GE General Electric Company
+0.86%
+$19,556.97 
MELI MercadoLibre, Inc.
+0.85%
+$5,769.05 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.81%
+$117,269.9 
EFA iShares MSCI EAFE ETF
+0.76%
+$17,007.12 
IWD iShares Russell 1000 Value ETF
+0.76%
+$1,918.42 
IWO iShares Russell 2000 Growth ETF
+0.71%
+$10,638.44 
PG Procter & Gamble Co
+0.66%
+$1,551.18 
IVE ISHARES S&P 500 VALUE ETF
+0.65%
+$29,314.8 
GOOG Alphabet Inc
+0.5%
+$20,972.55 
C Citigroup Inc.
+0.5%
+$1,631.75 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.34%
+$25,706.9 
META Meta Platforms Inc Class A
+0.29%
+$1,296.46 
NSC Norfolk Southern Corporation
+0.27%
+$724.7 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$1,043.75 
VT Vanguard Total World Stock ETF
+0.23%
+$1,440 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$37,347.45 
IVV iShares Core S&P 500 ETF
+0.17%
+$19,016.78 
SPY SPDR S&P 500 ETF Trust
+0.13%
+$448.05 
VOO Vanguard S&P 500 ETF
+0.13%
+$914.46 
AAPL Apple Inc.
+0.12%
+$6,276.28 
IDU iShares U.S. Utilities ETF
+0.1%
+$385 
JNJ Johnson & Johnson
+0.06%
+$299.85 
FELC Fidelity Enhanced Large Cap Core ETF
+0.03%
+$221.25 
AMZN Amazon.com Inc
+0.01%
+$770.01 
COP ConocoPhillips
0%
$0 
JOBY Joby Aviation, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VRT Vertiv Holdings Co
-6.2%
-$220,052.52 
ANET Arista Networks, Inc.
-6.08%
-$31,042.47 
TER Teradyne, Inc.
-6.05%
-$83,399.74 
JCI Johnson Controls International plc
-4.82%
-$14,014.26 
GLW Corning Incorporated
-4.24%
-$56,660.5 
CSCO Cisco Systems, Inc.
-3.85%
-$18,266.6 
AMD Advanced Micro Devices, Inc.
-3.15%
-$12,392.4 
GEV GE Vernova Inc.
-2.82%
-$50,786.96 
PSX Phillips 66
-2.29%
-$8,527.73 
AVGO Broadcom Inc.
-2.25%
-$60,816.53 
TSLA Tesla, Inc.
-1.82%
-$11,711.58 
NVDA NVIDIA Corporation
-1.69%
-$403,301.57 
PANW Palo Alto Networks, Inc.
-1.6%
-$12,176.28 
XLE Energy Select Sector SPDR Fund
-1.35%
-$6,692.31 
XOM Exxon Mobil Corporation
-1.15%
-$11,142.64 
IYW iShares U.S. Technology ETF
-0.77%
-$9,566.02 
QQQ Invesco QQQ Trust, Series 1
-0.49%
-$61,088.57 
VWO Vanguard FTSE Emerging Markets ETF
-0.4%
-$1,045.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.34%
-$11,026.65 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.33%
-$10,629.25 
JPM JPMorgan Chase & Co.
-0.3%
-$1,635.06 
MU Micron Technology, Inc.
-0.22%
-$6,815.75 
NOK Nokia Corporation Sponsored ADR
-0.16%
-$1,193.4 
TKR Timken Co.
-0.13%
-$337.27 Events
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Dividends
Dividend Analysis
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| Trades 382 | Longs Won 266/382 69% | Profit Factor 3.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $494,489.78 |
| Average Win $157,795.23 | Best Trade (Oct 14) $7.43M | Sharpe Ratio -11.36 |
| Average Loss -$100,400.13 | Worst Trade (Dec 30) -$1.69M | Z-Score 8.24 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4d | Expectancy $79,390.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,852 | 1,667 | 1,481 | 1,296 | 1,111 | 926 | 741 | 556 | 370 | 185 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,596 | $3.67M | $5.01M | - | $1.34M | 36.48% | +0.125% |
| ABBV AbbVie Inc. | 2,960 | $526,347.53 | $847,892 | - | $321,544.47 | 61.09% | +1.048% |
| ABT Abbott Laboratories | 4,025 | $455,512.77 | $420,129.5 | - | -$35,383.27 | -7.77% | +1.993% |
| AMD Advanced Micro Devices, Inc. | 690 | $400,828 | $381,473.4 | - | -$19,354.6 | -4.83% | -3.146% |
| AMGN Amgen Inc. | 2,504 | $652,642.56 | $1.1M | - | $451,443.41 | 69.17% | +3.478% |
| AMZN Amazon.com Inc | 25,667 | $5.6M | $6.52M | - | $919,240.42 | 16.41% | +0.012% |
| ANET Arista Networks, Inc. | 2,613 | $289,825.4 | $479,589.99 | - | $189,764.59 | 65.48% | -6.079% |
| ATEC Alphatec Holdings Inc. | 18,970 | $399,129 | $206,867.85 | - | -$192,261.15 | -48.17% | +4.454% |
| AVGO Broadcom Inc. | 7,807 | $2.49M | $2.64M | - | $151,005.43 | 6.06% | -2.25% |
| BIIB Biogen Inc. | 1,100 | $201,662.67 | $261,651.5 | - | $59,988.83 | 29.75% | +2.163% |
| BRK-B Berkshire Hathaway Inc. | 835 | $382,428.29 | $440,546 | - | $58,117.71 | 15.2% | +0.237% |
| C Citigroup Inc. | 2,675 | $277,804.69 | $328,704 | - | $50,899.31 | 18.32% | +0.499% |
| COP ConocoPhillips | 2,710 | $270,314.94 | $385,741.4 | - | $115,426.46 | 42.7% | 0.0 |
| COWZ Pacer US Cash Cows 100 ETF | 13,912 | $869,944.17 | $977,318 | - | $107,373.83 | 12.34% | +1.312% |
| CRWV CoreWeave, Inc. | 23,753 | $2.46M | $1.61M | - | -$847,783.9 | -34.52% | +2.904% |
| CSCO Cisco Systems, Inc. | 4,180 | $248,249.89 | $456,748.6 | - | $208,498.71 | 83.99% | -3.845% |
| CVS CVS Health Corporation | 2,979 | $201,827 | $274,634.01 | - | $72,807.01 | 36.07% | +1.991% |
| EFA iShares MSCI EAFE ETF | 21,804 | $1.88M | $2.26M | - | $377,893.64 | 20.11% | +0.759% |
| FELC Fidelity Enhanced Large Cap Core ETF | 14,750 | $503,983.84 | $644,058.75 | - | $140,074.91 | 27.79% | +0.034% |
| GE General Electric Company | 7,422 | $1.24M | $2.3M | - | $1.06M | 85.66% | +0.858% |
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FAQ
Which stocks have generated the highest profits for Ruth Thortvedt?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Nasdaq Equity Premium Income ETF - $1.41M, Vanguard Short-Term Corporate Bond ETF - $982,768.08, Vanguard Long-Term Corporate Bond Fund - $886,615.27, Unity Software Inc - $741,438.96, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $557,448.54. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: The Trade Desk, Inc. Class A - $2.05M, Novo Nordisk A/S Sponsored ADR - $588,055.64, Tesla, Inc - $497,755.47, Rigetti Computing Inc - $378,180, and Joby Aviation, Inc - $338,907.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ruth Thortvedt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.28M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $1.41M, Vanguard Short-Term Corporate Bond ETF - $982,768.08, Vanguard Long-Term Corporate Bond Fund - $816,786.14, iShares iBoxx $ Investment Grade Corporate Bond ETF - $562,137.13, and iShares Core S&P 500 ETF - $213,004.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ruth Thortvedt's monthly returns?
Ruth Thortvedt's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ruth Thortvedt's strategy be considered aggressive or moderate?
Ruth Thortvedt's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ruth Thortvedt's strategy?
Ruth Thortvedt's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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