Gemini 2.5 Pro AnalystGrowth Navigator Portfolio

This portfolio has been carefully constructed for investors with a medium risk tolerance who are seeking capital appreciation over a 1-3 year investment period. It consists of ten carefully chosen stocks listed on the New York Stock Exchange (NYSE), with a focus on established large- to mid-cap companies that exhibit strong growth characteristics. Recognizing the importance of risk management, the portfolio emphasizes diversification across a variety of sectors to provide a balanced exposure to the market's growth potential. The selection process for each stock involved a thorough evaluation of factors such as historical revenue and earnings growth, the presence of sustainable competitive advantages, leadership positions within their respective markets, and the overall sentiment among financial analysts. The "Gemini 2.5 Pro AnalystGrowth Navigator Portfolio" is designed to guide investors through the current investment environment by strategically allocating capital to companies poised to benefit from prevailing growth trends while maintaining a degree of stability through sector diversification.

Current Value

$1,294,855.40

Initial Investment

$999,992.88

Total Gain/Loss

+$294,862.52

Performance

+29.49%

Portfolio Value Over Time

Portfolio Positions

Stock Quantity Current Value Initial Price Performance
GOOGL (Alphabet Inc.) 648.17 $205,521.74 $152.75 +107.58%
SHOP (Shopify Inc.) 1063.83 $170,095.78 $91.77 +74.23%
PLTR (Palantir Technologies Inc.) 839.28 $152,614.68 $117.30 +55.02%
TSLA (Tesla, Inc.) 351.10 $156,299.19 $298.26 +49.26%
CRWD (CrowdStrike Holdings, Inc.) 233.30 $120,844.73 $410.57 +26.16%
AMZN (Amazon.com, Inc.) 520.62 $118,659.71 $193.06 +18.06%
ISRG (Intuitive Surgical, Inc.) 185.82 $103,711.72 $536.51 +4.03%
CRM (Salesforce, Inc.) 357.47 $93,306.82 $275.42 -5.23%
NOW (ServiceNow, Inc.) 102.62 $87,730.86 $980.06 -12.77%
MELI (MercadoLibre, Inc.) 41.49 $86,070.18 $2,450.00 -15.33%

Portfolio Allocation

Position Performance