Frank Tehel Portfolio
Invests via October Effect Ltd. | Managed by Frank Tehel
Invests via October Effect Ltd.
Managed by Frank Tehel
Automatically Tracked
Operator-investor focused on technology and digital media, Frank Tehel is a strategic founder and early-stage backer with operating experience scaling product and go-to-market teams. Known for advising startups on growth, fundraising and commercialization, he evaluates opportunities across SaaS, fintech and consumer Internet with emphasis on unit economics and repeatable customer acquisition. Active in angel networks and seed-stage syndicates, often taking board or observer roles.
Operator-investor focused on technology and digital media, Frank Tehel is a strategic founder and early-stage backer with operating experience scaling product and go-to-market teams. Known for advising startups on growth, fundraising and commercialization, he evaluates opportunities across SaaS, fintech and consumer Internet with emphasis on unit economics and repeatable customer acquisition. Active in angel networks and seed-stage syndicates, often taking board or observer roles.
Investment Philosophy & Strategy
Operator-investor approach focused on early-stage technology and digital media, prioritizing founders with product-market fit and repeatable go-to-market motion. Capital allocation tilts toward SaaS, fintech and consumer Internet businesses where unit economics and customer acquisition payback are measurable. Emphasizes hands-on partnership—board or observer roles—to de-risk scaling of product and GTM teams. Investment style is conviction-led and metrics-driven, favoring capital efficiency, staged follow-on reserves and a multi-year horizon to realize commercialization and sustainable growth.
Operator-investor approach focused on early-stage technology and digital media, prioritizing founders with product-market fit and repeatable go-to-market motion. Capital allocation tilts toward SaaS, fintech and consumer Internet businesses where unit economics and customer acquisition payback are measurable. Emphasizes hands-on partnership—board or observer roles—to de-risk scaling of product and GTM teams. Investment style is conviction-led and metrics-driven, favoring capital efficiency, staged follow-on reserves and a multi-year horizon to realize commercialization and sustainable growth.
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:
20.36%
Gain -0.62%
Monthly
1.33%
Yearly
17.16%
Drawdown
18.35%
$95.91M
Equity
Holdings
$95.91M
Investment
$94.28M
$16.67M
Profit -$584,727.74
Realized
$15.04M
Unrealized
$1.63M
Dividends
$1.11M
Goals
Avg. 25.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$584,727.74
Win %
62%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$584,727.74
Win %
62%
This Month
Compared to last month
Gain
1.67%
Profit
$1.58M
Win %
62%
This Year
Compared to last year
Gain
-9.79%
Profit
-$10.39M
Win %
58%
AMZN Amazon.com Inc
+15.32%
+$211,176.18 
GOOGL Alphabet Inc
+6.73%
+$181,647.48 
AAOI Applied Optoelectronics, Inc.
+4.67%
+$106,054.11 
META Meta Platforms Inc Class A
+3.28%
+$122,274.82 
NVDA NVIDIA Corporation
+2.93%
+$209,905.57 
MGY Magnolia Oil & Gas Corp.
+2.72%
+$17,673.17 
WDC Western Digital Corporation
+2.21%
+$148,456.45 
TQQQ ProShares UltraPro QQQ
+2.08%
+$20,955 
ORCL Oracle Corporation
+1.81%
+$50,106.21 
LMT Lockheed Martin Corporation
+1.5%
+$10,442.3 
GE General Electric Company
+1.42%
+$55,651.9 
AMAT Applied Materials, Inc.
+1.18%
+$28,143.1 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$19,189.66 
NBIS Nebius Group N.V.
+1.05%
+$7,722.04 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$11,029.59 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$4,961.32 
TSLA Tesla, Inc.
+0.76%
+$5,305.24 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$13,769.19 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$21,867.42 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$5,582.54 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$16,573.69 
SIGA Siga Technologies Inc.
+0.61%
+$380 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$11,770.88 
MO Altria Group, Inc.
+0.57%
+$3,579.03 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.56%
+$12,936.3 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.44%
+$2,493.45 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$2,108 
SPH Suburban Propane Partners L.P.
+0.27%
+$845 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$499.72 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,292.49 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$88.3 
SOXL Direxion Daily Semiconductor Bull 3X Shares
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$1.05M 
AAPL Apple Inc.
-7.35%
-$43,032.6 
MU Micron Technology, Inc.
-5.9%
-$79,510.11 
MIST Milestone Pharmaceuticals Inc.
-3.48%
-$1,600 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$24,799.25 
LUMN Lumen Technologies Inc.
-2.74%
-$49,726.62 
CBRS Cerebras Systems Inc.
-2.15%
-$4,796 
NFLX Netflix, Inc.
-2%
-$12,191 
PSLV Sprott Physical Silver Trust
-1.98%
-$49,388.6 
AMD Advanced Micro Devices, Inc.
-1.9%
-$66,731.42 
RXT Rackspace Technology, Inc.
-1.9%
-$6,460.8 
RONB Baron First Principles ETF
-1.73%
-$6,012.5 
GLD SPDR Gold Shares
-1.49%
-$4,855.67 
FPX First Trust US Equity Opportunities ETF
-1.38%
-$4,910.3 
INTC Intel Corporation
-1.02%
-$34,355.13 
TRP TC Energy Corporation
-0.97%
-$2,837.98 
GILD Gilead Sciences Inc.
-0.81%
-$7,366.88 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$10,564.17 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$2,227.19 
NXTG First Trust Indxx NextG ETF
-0.64%
-$1,692.02 
PM Philip Morris International Inc.
-0.61%
-$1,883.26 
PEP PepsiCo, Inc.
-0.46%
-$2,439.68 
VGT Vanguard Information Technology ETF
-0.38%
-$3,420.22 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$2,131.39 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.26%
-$868.89 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$4,061 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.22%
-$533.37 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$4,060.74 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$1,272.83 
FITB Fifth Third Bancorp
-0.16%
-$1,124.37 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$349.14 Events
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Dividends
Dividend Analysis
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No Data
| Trades 261 | Longs Won 160/261 61% | Profit Factor 1.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $773,804.14 |
| Average Win $212,131.75 | Best Trade (Jun 30) $10.91M | Sharpe Ratio -9.26 |
| Average Loss -$170,994.83 | Worst Trade (Aug 11) -$1.85M | Z-Score 1.39 (83.69%) |
| Commissions $0 | Avg. Trade Length 7m | Expectancy $63,872.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% | 1.06% | 11.68% |
| Consecutive Losing Trades | 561 | 505 | 449 | 393 | 337 | 280 | 224 | 168 | 112 | 56 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 25,191 | $3.73M | $2.38M | - | -$1.36M | -36.34% | +4.672% |
| AAPL Apple Inc. | 1,755 | $360,073.04 | $542,137.05 | - | $182,064.01 | 50.56% | -7.354% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 9,791 | $605,287.72 | $736,772.75 | - | $131,485.03 | 21.72% | -0.172% |
| AGG iShares Core U.S. Aggregate Bond ETF | 16,244 | $1.61M | $1.58M | - | -$30,180.53 | -1.87% | -0.256% |
| AMAT Applied Materials, Inc. | 4,770 | $3.45M | $2.42M | - | -$1.03M | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 7,222 | $1.02M | $3.44M | - | $2.41M | 235.55% | -1.904% |
| AMZN Amazon.com Inc | 5,853 | $1.22M | $1.59M | - | $365,988.39 | 29.91% | +15.321% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 43,083 | $3.95M | $3.95M | - | -$3,015.88 | -0.08% | +0.033% |
| CBRS Cerebras Systems Inc. | 1,100 | $243,100 | $218,581.01 | - | -$24,518.99 | -10.09% | -2.147% |
| CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF | 6,667 | $222,878 | $239,745.32 | - | $16,867.32 | 7.57% | -0.222% |
| FBCG Fidelity Blue Chip Growth Fund | 28,220 | $1.54M | $1.69M | - | $149,764.92 | 9.74% | +1.151% |
| FISR SPDR SSGA Fixed Income Sector Rotation ETF | 13,165 | $341,216.5 | $331,718.5 | - | -$9,498 | -2.78% | -0.261% |
| FITB Fifth Third Bancorp | 12,493 | $580,424.66 | $705,854.5 | - | $125,429.84 | 21.61% | -0.159% |
| FPX First Trust US Equity Opportunities ETF | 1,972 | $285,762.69 | $349,891.94 | - | $64,129.25 | 22.44% | -1.384% |
| GE General Electric Company | 11,064 | $3.18M | $3.98M | - | $802,845.05 | 25.24% | +1.417% |
| GILD Gilead Sciences Inc. | 6,885 | $763,339.63 | $896,495.92 | - | $133,156.29 | 17.44% | -0.815% |
| GLD SPDR Gold Shares | 864 | $284,568.42 | $321,010.57 | - | $36,442.15 | 12.81% | -1.49% |
| GOOGL Alphabet Inc | 8,084 | $2.65M | $2.88M | - | $224,560.06 | 8.46% | +6.734% |
| GWX SPDR S&P International Small Cap ETF | 7,680 | $319,232.54 | $330,547.21 | - | $11,314.67 | 3.54% | -0.669% |
| INTC Intel Corporation | 36,941 | $5.16M | $3.33M | - | -$1.83M | -35.4% | -1.021% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Frank Tehel?
The largest contributions to the portfolio's profits come from the following stocks: Direxion Daily Semiconductor Bull 3X Shares - $12.47M, Reddit Inc Class A - $2.03M, GE Vernova Inc - $1.54M, Palantir Technologies Inc - $1.31M, and ProShares UltraPro QQQ - $1.2M. 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: Anavex Life Sciences Corp - $1.37M, Hycroft Mining Holding Corporation Class A Common Stock - $812,500.6, Meta Platforms Inc Class A - $546,082.76, Borr Drilling Ltd - $511,288.07, and IonQ, Inc - $365,860. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Frank Tehel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.11M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $350,168.71, SPDR Portfolio Intermediate Term Treasury ETF - $91,535.71, iShares Core U.S. Aggregate Bond ETF - $78,306.29, Neos NASDAQ-100 High Income ETF - $62,601.15, and Altria Group, Inc - $41,528.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Frank Tehel's monthly returns?
Frank Tehel'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 Frank Tehel's strategy be considered aggressive or moderate?
Frank Tehel'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 Frank Tehel's strategy?
Frank Tehel's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
