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New Portfolio - New Portfolio

Advent

New Portfolio
Individual Investor
Ranked #88,898 out of 775,913 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
110.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.43%
6-Month Return▲ 27.34%
12-Month Return▲ 24.86%
YTD Return▲ 24.17%
Total Return▲ 113.13%

Best Trade

Opened at
Closed at-
Gain▲ 596.08%

Bio

7S

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.26%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.19%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.79%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 7.12%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.98%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.13%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 11.42%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.09%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.26%
▼ 2.25%▲ 3.53%▲ 8.19%
▲ 25.71%▲ 1.21%▲ 1.79%
▼ 4.22%▲ 2.34%▲ 7.12%
▲ 7.82%▲ 2.10%▲ 3.98%
▲ 5.38%▼ 0.89%▼ 1.13%
▲ 43.22%▲ 5.96%▲ 11.42%
▲ 3.34%▼ 1.56%▼ 1.09%

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
19.12%
▲ 97.59%
1
Open
Jan 09, 2023
Adobe
10.15%
▲ 30.76%
1
Open
Jan 09, 2023
Affirm Holdings
17.89%
▲ 596.08%
1
Open
Jan 09, 2023
Advanced Micro Devices
11.04%
▲ 77.29%
1
Open
Jan 09, 2023
Alphabet Class C
18.88%
▲ 118.08%
1
Open
Jan 09, 2023
Innovative Industrial Properties
5.28%
▼ 17.83%
1
Open
Jan 09, 2023
Tesla
17.65%
▲ 251.56%
1
Open
Jan 09, 2023