New Portfolio - New Portfolio

Advent

New Portfolio
Individual Investor
Ranked #89,741 out of 760,352 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
82.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.96%
6-Month Return▲ 22.77%
12-Month Return▲ 43.76%
YTD Return▲ 12.43%
Total Return▲ 92.98%

Best Trade

Opened at
Closed at-
Gain▲ 358.64%

Bio

7S

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▼ 2.32%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.04%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.26%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.19%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.79%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 7.12%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 3.98%
Sep 2024
▲ 2.21%
▲ 0.59%
▼ 1.34%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▼ 2.32%
▼ 12.40%▼ 4.03%▼ 3.04%
▲ 11.46%▲ 5.06%▲ 2.26%
▼ 2.25%▲ 3.53%▲ 8.19%
▲ 25.72%▲ 1.21%▲ 1.79%
▼ 4.21%▲ 2.34%▲ 7.12%
▲ 7.81%▲ 2.10%▲ 3.98%
▲ 2.21%▲ 0.59%▼ 1.34%

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%
▲ 78.02%
1
Open
Jan 09, 2023
Adobe
12.63%
▲ 44.48%
1
Open
Jan 09, 2023
Affirm Holdings
12.64%
▲ 358.64%
1
Open
Jan 09, 2023
Advanced Micro Devices
16.79%
▲ 154.34%
1
Open
Jan 09, 2023
Alphabet Class C
17.63%
▲ 84.08%
1
Open
Jan 09, 2023
Innovative Industrial Properties
10.25%
▲ 45.41%
1
Open
Jan 09, 2023
Tesla
11.06%
▲ 101.26%
1
Open
Jan 09, 2023