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
$1,314,412.17
Initial Investment
$1,000,002.04
Total Gain/Loss
+$314,410.13
Performance
+31.44%
Portfolio Value Over Time
Portfolio Positions
| Stock | Quantity | Current Value | Initial Price | Performance |
|---|---|---|---|---|
| AVGO (Broadcom Inc.) | 481.30 | $195,547.38 | $208.20 | +95.14% |
| IVZ (Invesco Ltd.) | 6779.66 | $179,932.18 | $14.83 | +78.96% |
| TSM (Taiwan Semiconductor Manufacturing Company Limited) | 570.71 | $173,159.12 | $176.52 | +71.88% |
| MS (Morgan Stanley) | 820.48 | $146,726.44 | $121.70 | +46.94% |
| LLY (Eli Lilly and Company) | 133.08 | $130,713.84 | $734.57 | +33.71% |
| AXP (American Express Company) | 352.53 | $128,289.19 | $284.51 | +27.91% |
| AMZN (Amazon.com, Inc.) | 520.62 | $118,659.71 | $193.06 | +18.06% |
| MANH (Manhattan Associates, Inc.) | 535.16 | $93,246.28 | $184.37 | -5.49% |
| CNK (Cinemark Holdings, Inc.) | 3224.77 | $79,071.36 | $31.24 | -21.51% |
| CLOV (Clover Health Investments, Corp.) | 26666.67 | $69,066.68 | $3.51 | -26.21% |