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New Portfolio - New Portfolio

Advent

New Portfolio
Individual Investor
Ranked #130,971 out of 799,702 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
82.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 21.51%
6-Month Return▼ 9.89%
12-Month Return▲ 13.81%
YTD Return▼ 8.44%
Total Return▲ 88.37%

Best Trade

Opened at
Closed at-
Gain▲ 457.48%

Bio

7S

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.13%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 11.42%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 4.51%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 0.41%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.75%
Mar 2025
▲ 1.73%
▼ 0.87%
▲ 2.18%
Apr 2025
▲ 14.05%
▲ 6.48%
▲ 10.15%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.13%
▲ 25.97%▲ 5.96%▲ 11.42%
▲ 5.41%▼ 2.41%▼ 4.51%
▲ 6.02%▲ 2.69%▲ 0.41%
▼ 12.86%▼ 1.27%▼ 7.15%
▼ 1.80%▼ 5.57%▼ 12.75%
▲ 1.73%▼ 0.87%▲ 2.18%
▲ 14.05%▲ 6.48%▲ 10.15%

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
18.53%
▲ 64.42%
1
Open
Jan 09, 2023
Adobe
11.06%
▲ 21.97%
1
Open
Jan 09, 2023
Affirm Holdings
16.73%
▲ 457.48%
1
Open
Jan 09, 2023
Advanced Micro Devices
12.67%
▲ 74.26%
1
Open
Jan 09, 2023
Alphabet Class C
19.12%
▲ 89.44%
1
Open
Jan 09, 2023
Innovative Industrial Properties
4.76%
▼ 31.65%
1
Open
Jan 09, 2023
Tesla
17.13%
▲ 192.21%
1
Open
Jan 09, 2023