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Fidelity - New Portfolio

Alexander Franklin

Fidelity
Individual Investor
Ranked #399,248 out of 733,238 TipRanks' Investors
Success Rate
53%
17 out of 32
profitable transactions
Average Return
-0.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.08%
6-Month Return-
12-Month Return-
YTD Return▼ 2.83%
Total Return▼ 1.22%

Best Trade

Opened at
Closed at-
Gain▲ 27.49%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 1.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.53%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.13%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.57%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.84%
Apr 2024
▲ 5.65%
▲ 3.02%
▲ 0.03%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%▲ 1.66%
▼ 1.87%▲ 1.59%▼ 2.53%
▲ 14.08%▲ 5.22%▲ 1.13%
▲ 5.05%▲ 3.27%▲ 3.57%
▼ 12.40%▼ 4.03%▼ 4.84%
▲ 5.65%▲ 3.02%▲ 0.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Starbucks
2.29%
▼ 19.61%
1
Open
Jan 14, 2024
Pfizer
2.72%
▼ 1.02%
1
Open
Jan 10, 2024
Etsy
2.13%
▼ 16.26%
1
Open
Jan 10, 2024
Star Bulk Carriers
3.28%
▲ 27.18%
1
Open
Dec 20, 2023
Abbott Laboratories
2.31%
▼ 1.93%
1
Open
Dec 17, 2023
Vanguard Total Stock Market ETF
2.64%
▲ 9.30%
1
Open
Dec 17, 2023
Vanguard Utilities ETF
2.48%
▲ 12.41%
1
Open
Dec 17, 2023
Vanguard Real Estate ETF
2.68%
▼ 5.58%
1
Open
Dec 17, 2023
UnitedHealth
2.07%
▼ 4.06%
1
Open
Dec 17, 2023
Tapestry
3.15%
▲ 9.55%
1
Open
Dec 17, 2023
T Mobile US
2.18%
▲ 4.62%
1
Open
Dec 17, 2023
AT&T
2.12%
▲ 7.37%
1
Open
Dec 17, 2023
JM Smucker
2.4%
▼ 8.03%
1
Open
Dec 17, 2023
Nike
2.41%
▼ 22.47%
1
Open
Dec 17, 2023
NextEra Energy
3.08%
▲ 20.52%
1
Open
Dec 17, 2023
3M
2.42%
▲ 10.66%
1
Open
Dec 17, 2023
West Fraser Timber Co
2.04%
▲ 4.46%
1
Open
Dec 17, 2023
Main Street Capital
2.81%
▲ 21.70%
1
Open
Dec 17, 2023
Intel
1.89%
▼ 33.88%
1
Open
Dec 17, 2023
General Motors
3.81%
▲ 27.49%
1
Open
Dec 17, 2023