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:
16.58%
Gain -0.79%
Monthly
0.99%
Yearly
12.6%
Drawdown
19.71%
$93.29M
Equity
Holdings
$93.29M
Investment
$94.28M
$13.69M
Profit -$780,157.96
Realized
$14.68M
Unrealized
-$987,924.64
Dividends
$1.26M
Goals
Avg. 19.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.79%
Profit
-$780,157.96
Win %
55%
This Week
Compared To Last Week
Gain
-5.29%
Profit
-$5.21M
Win %
55%
This Month
Compared to last month
Gain
-5.27%
Profit
-$5.19M
Win %
55%
This Year
Compared to last year
Gain
-12.26%
Profit
-$13.01M
Win %
54%
SIGA Siga Technologies Inc.
+4.68%
+$2,755 
RDDT Reddit Inc Class A
+4.68%
+$194,870.77 
SFM Sprouts Farmers Market, Inc.
+3.87%
+$17,004.76 
GILD Gilead Sciences Inc.
+3.64%
+$38,449.97 
NFLX Netflix, Inc.
+3.28%
+$19,340.27 
LUMN Lumen Technologies Inc.
+3.19%
+$40,057.56 
ORCL Oracle Corporation
+2.17%
+$61,602.44 
PSLV Sprott Physical Silver Trust
+1.85%
+$43,539.95 
LMT Lockheed Martin Corporation
+1.64%
+$10,357.6 
FITB Fifth Third Bancorp
+1.56%
+$9,682.08 
GLD SPDR Gold Shares
+1.06%
+$3,430.08 
PEP PepsiCo, Inc.
+1.01%
+$4,955.6 
MO Altria Group, Inc.
+0.93%
+$6,240.36 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.76%
+$4,940 
GE General Electric Company
+0.74%
+$25,281.13 
SPH Suburban Propane Partners L.P.
+0.7%
+$2,028 
XAR SPDR S&P Aerospace & Defense ETF
+0.68%
+$3,666 
AGG iShares Core U.S. Aggregate Bond ETF
+0.61%
+$9,340.3 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
+0.55%
+$1,777.28 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.45%
+$1,990.15 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.44%
+$8,121.48 
AAPL Apple Inc.
+0.42%
+$2,544.75 
XLSR SPDR SSGA US Sector Rotation ETF
+0.4%
+$8,363.52 
JNK SPDR Bloomberg High Yield Bond ETF
+0.28%
+$1,147.9 
MIST Milestone Pharmaceuticals Inc.
+0.23%
+$72 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$427.18 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.13%
+$1,907.42 
SPY SPDR S&P 500 ETF Trust
+0.03%
+$900.94 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$917.67 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.01%
+$83.11 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.01%
+$280.91 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-8.14%
-$104,182.84 
AAOI Applied Optoelectronics, Inc.
-6.38%
-$138,550.5 
WDC Western Digital Corporation
-5.37%
-$245,832.87 
INTC Intel Corporation
-4.39%
-$159,215.71 
AMD Advanced Micro Devices, Inc.
-4.32%
-$177,921.19 
AMAT Applied Materials, Inc.
-4.21%
-$89,723.7 
SPCX Space Exploration Technologies Corp. Class A
-3.99%
-$39,290.3 
NBIS Nebius Group N.V.
-3.89%
-$28,226.21 
TRP TC Energy Corporation
-2.63%
-$6,923 
TQQQ ProShares UltraPro QQQ
-2.24%
-$26,352.5 
PM Philip Morris International Inc.
-2.12%
-$6,942.6 
RXT Rackspace Technology, Inc.
-1.91%
-$4,845.6 
NVDA NVIDIA Corporation
-1.85%
-$150,720.1 
TSLA Tesla, Inc.
-1.85%
-$15,263.9 
CBRS Cerebras Systems Inc.
-1.84%
-$2,871 
VGT Vanguard Information Technology ETF
-1.14%
-$11,175.37 
MGY Magnolia Oil & Gas Corp.
-0.87%
-$5,587.85 
RONB Baron First Principles ETF
-0.78%
-$3,087.5 
FPX First Trust US Equity Opportunities ETF
-0.65%
-$2,218.5 
FBCG Fidelity Blue Chip Growth Fund
-0.61%
-$10,582.5 
QQQI Neos NASDAQ-100 High Income ETF
-0.6%
-$5,154.53 
IWF iShares Russell 1000 Growth ETF
-0.59%
-$11,293.83 
NXTG First Trust Indxx NextG ETF
-0.56%
-$1,516.14 
META Meta Platforms Inc Class A
-0.54%
-$27,594.84 
SPEM SPDR Portfolio Emerging Markets ETF
-0.5%
-$7,211.65 
MU Micron Technology, Inc.
-0.48%
-$6,779.39 
GWX SPDR S&P International Small Cap ETF
-0.45%
-$1,536 
IWP iShares Russell Mid-Cap Growth ETF
-0.45%
-$2,954.84 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-0.32%
-$7,629.1 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.2%
-$533.36 
AMZN Amazon.com Inc
-0.15%
-$2,282.67 
GOOGL Alphabet Inc
-0.06%
-$1,778.48 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.03%
-$195.82 Events
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Dividends
Dividend Analysis
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| Trades 261 | Longs Won 151/261 57% | Profit Factor 1.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $792,821.26 |
| Average Win $218,811.56 | Best Trade (Jun 30) $10.91M | Sharpe Ratio -130.63 |
| Average Loss -$175,892.92 | Worst Trade (Oct 15) -$2.72M | Z-Score -1.37 (83.24%) |
| Commissions $0 | Avg. Trade Length 7m 2w 6d | Expectancy $52,461.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 0.4% | 3.15% | 19.54% |
| Consecutive Losing Trades | 531 | 477 | 424 | 371 | 318 | 265 | 212 | 159 | 106 | 53 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 25,191 | $3.73M | $2.03M | - | -$1.7M | -45.52% | -6.379% |
| AAPL Apple Inc. | 1,755 | $360,073.04 | $604,439.55 | - | $244,366.51 | 67.87% | +0.423% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 9,791 | $605,287.72 | $727,569.21 | - | $122,281.49 | 20.2% | -0.027% |
| AGG iShares Core U.S. Aggregate Bond ETF | 16,244 | $1.61M | $1.55M | - | -$62,262.43 | -3.86% | +0.606% |
| AMAT Applied Materials, Inc. | 4,770 | $3.45M | $2.04M | - | -$1.41M | -40.83% | -4.212% |
| AMD Advanced Micro Devices, Inc. | 7,222 | $1.02M | $3.94M | - | $2.92M | 284.91% | -4.316% |
| AMZN Amazon.com Inc | 5,853 | $1.22M | $1.48M | - | $261,278.28 | 21.35% | -0.153% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 43,083 | $3.95M | $3.94M | - | -$9,206.91 | -0.23% | +0.023% |
| CBRS Cerebras Systems Inc. | 1,100 | $243,100 | $152,757 | - | -$90,343 | -37.16% | -1.845% |
| CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF | 6,667 | $222,878 | $267,746.72 | - | $44,868.72 | 20.13% | -0.199% |
| FBCG Fidelity Blue Chip Growth Fund | 28,220 | $1.54M | $1.74M | - | $198,162.22 | 12.89% | -0.606% |
| FISR SPDR SSGA Fixed Income Sector Rotation ETF | 13,165 | $341,216.5 | $324,583.07 | - | -$16,633.43 | -4.87% | +0.551% |
| FITB Fifth Third Bancorp | 12,493 | $580,424.66 | $629,834.59 | - | $49,409.93 | 8.51% | +1.561% |
| FPX First Trust US Equity Opportunities ETF | 1,972 | $285,762.69 | $339,233.3 | - | $53,470.61 | 18.71% | -0.65% |
| GE General Electric Company | 11,064 | $3.18M | $3.42M | - | $241,180.9 | 7.58% | +0.744% |
| GILD Gilead Sciences Inc. | 6,885 | $763,339.63 | $1.1M | - | $332,233.24 | 43.52% | +3.637% |
| GLD SPDR Gold Shares | 864 | $284,568.42 | $328,285.44 | - | $43,717.02 | 15.36% | +1.056% |
| GOOGL Alphabet Inc | 8,084 | $2.65M | $2.81M | - | $154,148.42 | 5.81% | -0.063% |
| GWX SPDR S&P International Small Cap ETF | 7,680 | $319,232.54 | $341,913.6 | - | $22,681.06 | 7.1% | -0.447% |
| INTC Intel Corporation | 36,941 | $5.16M | $3.47M | - | -$1.69M | -32.82% | -4.393% |
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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 - $542,451.86, 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 $1.26M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $362,219.88, SPDR Portfolio Intermediate Term Treasury ETF - $104,029.86, iShares Core U.S. Aggregate Bond ETF - $83,781.49, Neos NASDAQ-100 High Income ETF - $82,538.5, and Altria Group, Inc - $51,715.15. 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.
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