tiprankstipranks

FIDELITY MAIN - New Portfolio

gelf&74 investment

FIDELITY MAIN
Individual Investor
Ranked #67,705 out of 735,043 TipRanks' Investors
Success Rate
74%
17 out of 23
profitable transactions
Average Return
41.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 21.88%
6-Month Return▲ 43.06%
12-Month Return▲ 65.09%
YTD Return▲ 28.75%
Total Return▲ 88.97%

Best Trade

Opened at
Closed at-
Gain▲ 332.60%

Bio

buy and hold with fundamental.

Performance

17.38%0-17.38%
▼ 6.45%
▼ 2.17%
▼ 2.38%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 17.38%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.42%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.28%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 14.66%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.82%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.77%
Apr 2024
▲ 11.18%
▲ 5.47%
▲ 10.98%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 2.38%
▲ 9.22%▲ 9.13%▲ 17.38%
▲ 5.14%▲ 4.57%▲ 5.42%
▼ 1.87%▲ 1.59%▲ 1.28%
▲ 14.08%▲ 5.22%▲ 14.66%
▲ 5.05%▲ 3.27%▲ 3.82%
▼ 12.40%▼ 4.03%▼ 3.77%
▲ 11.18%▲ 5.47%▲ 10.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Suncor Energy
▲ 17.69%
3
Close
May 05, 2024
Resmed
▲ 24.95%
4
Close
Jan 28, 2024
Dutch Bros Inc
▲ 6.91%
7
Close
Jan 28, 2024
Medtronic
▲ 5.46%
3
Close
Dec 12, 2023
Bitcoin
11.74%
▲ 97.55%
2
Sell
Nov 21, 2023
Direxion Daily TSLA Bear 1X Shares
▼ 7.68%
2
Close
Nov 20, 2023
Apple
10.18%
▲ 25.30%
3
Sell
Oct 25, 2023
Procter & Gamble
5.15%
▲ 23.57%
2
Sell
Oct 25, 2023
Visa
4.75%
▲ 26.51%
4
Sell
Oct 25, 2023
Tesla
13.55%
▼ 14.81%
4
Sell
Aug 22, 2023
PepsiCo
6.18%
▲ 7.13%
4
Sell
Aug 22, 2023
Amazon
▲ 32.62%
2
Close
Aug 03, 2023
Nvidia
15.38%
▲ 332.60%
4
Sell
May 25, 2023
Alphabet Class C
1.5%
▲ 87.43%
3
Sell
May 18, 2023
Lockheed Martin
▼ 4.65%
4
Close
May 11, 2023
CrowdStrike Holdings
11.74%
▲ 202.78%
3
Sell
May 10, 2023
Chevron
0.00%
2
Close
Feb 18, 2023