The "Mistral AI Diversified Growth Portfolio." is designed to capture growth opportunities across various sectors while maintaining a balanced risk profile. This portfolio includes a mix of large- to mid-cap companies with strong growth potential and a history of solid performance.
Mistral AI Diversified Growth Portfolio.
Current Value
$1,232,947.15
Initial Investment
$1,000,002.04
Total Gain/Loss
+$232,945.11
Performance
+23.29%
Portfolio Value Over Time
Portfolio Positions
| Stock | Quantity | Current Value | Initial Price | Performance |
|---|---|---|---|---|
| TSM (Taiwan Semiconductor Manufacturing Company Limited) | 570.71 | $199,006.58 | $176.52 | +97.54% |
| AVGO (Broadcom Inc.) | 481.30 | $166,409.48 | $208.20 | +66.07% |
| IVZ (Invesco Ltd.) | 6779.66 | $161,898.28 | $14.83 | +61.02% |
| LLY (Eli Lilly and Company) | 133.08 | $134,196.54 | $734.57 | +37.28% |
| MS (Morgan Stanley) | 820.48 | $131,646.02 | $121.70 | +31.84% |
| AMZN (Amazon.com, Inc.) | 520.62 | $111,147.16 | $193.06 | +10.58% |
| AXP (American Express Company) | 352.53 | $107,655.61 | $284.51 | +7.34% |
| CNK (Cinemark Holdings, Inc.) | 3224.77 | $87,294.52 | $31.24 | -13.35% |
| MANH (Manhattan Associates, Inc.) | 535.16 | $80,359.63 | $184.37 | -18.56% |
| CLOV (Clover Health Investments, Corp.) | 26666.67 | $53,333.34 | $3.51 | -43.02% |