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New Portfolio - New Portfolio

Advent

New Portfolio
Individual Investor
Ranked #117,193 out of 791,381 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
65.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 16.22%
6-Month Return▼ 6.27%
12-Month Return▲ 8.21%
YTD Return▼ 14.29%
Total Return▲ 76.35%

Best Trade

Opened at
Closed at-
Gain▲ 395.97%

Bio

7S

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 7.12%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.97%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.13%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 11.42%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 4.51%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 2.08%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.15%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 9.56%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 7.12%
▲ 2.93%▲ 2.10%▲ 3.97%
▲ 10.00%▼ 0.89%▼ 1.13%
▲ 26.01%▲ 5.96%▲ 11.42%
▲ 5.75%▼ 2.41%▼ 4.51%
▲ 5.32%▲ 2.69%▲ 2.08%
▼ 12.86%▼ 1.27%▼ 7.15%
▼ 2.15%▼ 5.65%▼ 9.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Upstart Holdings
▼ 57.37%
2
Close
Jan 09, 2023
Shopify
▲ 19.05%
2
Close
Jan 09, 2023
Cloudflare
▼ 7.66%
2
Close
Jan 09, 2023
Apple
20.94%
▲ 71.65%
1
Open
Jan 09, 2023
Adobe
12.43%
▲ 26.81%
1
Open
Jan 09, 2023
Affirm Holdings
16.09%
▲ 395.97%
1
Open
Jan 09, 2023
Advanced Micro Devices
11.31%
▲ 43.90%
1
Open
Jan 09, 2023
Alphabet Class C
20.5%
▲ 87.80%
1
Open
Jan 09, 2023
Innovative Industrial Properties
6.51%
▼ 16.17%
1
Open
Jan 09, 2023
Tesla
12.21%
▲ 92.52%
1
Open
Jan 09, 2023