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New Portfolio - New Portfolio

Advent

New Portfolio
Individual Investor
Ranked #150,588 out of 822,855 TipRanks' Investors
Success Rate
60%
6 out of 10
profitable transactions
Average Return
129.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.41%
6-Month Return▲ 49.17%
12-Month Return▲ 22.19%
YTD Return▲ 14.34%
Total Return▲ 135.25%

Best Trade

Opened at
Closed at-
Gain▲ 654.40%

Bio

7S

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 12.75%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 2.81%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.16%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.34%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.29%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 9.00%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.63%
Sep 2025
▲ 0.54%
▼ 1.98%
▲ 0.96%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 12.75%
▲ 0.80%▼ 0.87%▲ 2.81%
▲ 11.63%▲ 6.28%▲ 8.16%
▲ 9.25%▲ 5.14%▲ 7.34%
▲ 7.60%▲ 2.30%▲ 2.29%
▲ 2.76%▲ 2.05%▲ 9.00%
▲ 12.88%▲ 3.56%▲ 4.63%
▲ 0.54%▼ 1.98%▲ 0.96%

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
16.81%
▲ 91.11%
1
Open
Jan 09, 2023
Adobe
6.99%
▼ 1.31%
1
Open
Jan 09, 2023
Affirm Holdings
17.69%
▲ 654.40%
1
Open
Jan 09, 2023
Advanced Micro Devices
18.15%
▲ 219.60%
1
Open
Jan 09, 2023
Alphabet Class C
21.2%
▲ 169.28%
1
Open
Jan 09, 2023
Innovative Industrial Properties
3.35%
▼ 34.17%
1
Open
Jan 09, 2023
Tesla
15.82%
▲ 245.24%
1
Open
Jan 09, 2023