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
$1,217,430.23
Initial Investment
$1,000,002.04
Total Gain/Loss
+$217,428.19
Performance
+21.74%
Portfolio Value Over Time
Portfolio Positions
| Stock | Quantity | Current Value | Initial Price | Performance |
|---|---|---|---|---|
| TSM (Taiwan Semiconductor Manufacturing Company Limited) | 570.71 | $193,407.91 | $176.52 | +91.98% |
| IVZ (Invesco Ltd.) | 6779.66 | $160,474.55 | $14.83 | +59.61% |
| AVGO (Broadcom Inc.) | 481.30 | $159,060.02 | $208.20 | +58.73% |
| LLY (Eli Lilly and Company) | 133.08 | $131,793.12 | $734.57 | +34.82% |
| MS (Morgan Stanley) | 820.48 | $131,498.33 | $121.70 | +31.69% |
| AMZN (Amazon.com, Inc.) | 520.62 | $111,001.39 | $193.06 | +10.44% |
| AXP (American Express Company) | 352.53 | $106,111.53 | $284.51 | +5.80% |
| CNK (Cinemark Holdings, Inc.) | 3224.77 | $89,164.89 | $31.24 | -11.49% |
| MANH (Manhattan Associates, Inc.) | 535.16 | $81,585.14 | $184.37 | -17.31% |
| CLOV (Clover Health Investments, Corp.) | 26666.67 | $53,333.34 | $3.51 | -43.02% |