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Fidelity Portfolio - New Portfolio

Fidelity Portfolio
Individual Investor
Ranked #531,387 out of 730,199 TipRanks' Investors
Success Rate
44%
24 out of 54
profitable transactions
Average Return
-14.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.56%
6-Month Return▲ 31.91%
12-Month Return▲ 60.56%
YTD Return▲ 6.10%
Total Return▲ 24.01%

Best Trade

Opened at
Closed at-
Gain▲ 234.03%

Bio

My first portfolio, which I am steadily adding to and adjusting.

Performance

20.37%0-20.37%
▼ 4.52%
▼ 4.74%
▲ 2.01%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 15.54%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.60%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 20.37%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 7.61%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.05%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 7.30%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▲ 2.01%
▼ 6.45%▼ 2.17%▼ 15.54%
▲ 9.22%▲ 9.13%▲ 6.60%
▲ 5.14%▲ 4.57%▲ 20.37%
▼ 1.87%▲ 1.59%▲ 7.61%
▲ 14.08%▲ 5.22%▲ 2.22%
▲ 5.05%▲ 3.27%▲ 4.05%
▼ 14.09%▼ 3.33%▼ 7.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
k4x26org03
k4x26org03
k4x26org03
k4x26org03
k4x26org03
k4x26org03
k4x26org03
ixzpro
ixzpro
ixzpro
ixzpro
ixzpro
ixzpro
ixzpro
shfm5vax2ko
shfm5vax2ko
shfm5vax2ko
shfm5vax2ko
shfm5vax2ko
shfm5vax2ko
shfm5vax2ko
hruz9u1khm
hruz9u1khm
hruz9u1khm
hruz9u1khm
hruz9u1khm
hruz9u1khm
hruz9u1khm
wave9lyb7n
wave9lyb7n
wave9lyb7n
wave9lyb7n
wave9lyb7n
wave9lyb7n
wave9lyb7n
2s4pwu
2s4pwu
2s4pwu
2s4pwu
2s4pwu
2s4pwu
2s4pwu
kv43ukeas4c
kv43ukeas4c
kv43ukeas4c
kv43ukeas4c
kv43ukeas4c
kv43ukeas4c
kv43ukeas4c
90ov7q
90ov7q
90ov7q
90ov7q
90ov7q
90ov7q
90ov7q
cawgmar2454
cawgmar2454
cawgmar2454
cawgmar2454
cawgmar2454
cawgmar2454
cawgmar2454
vaimxa2oq3k
vaimxa2oq3k
vaimxa2oq3k
vaimxa2oq3k
vaimxa2oq3k
vaimxa2oq3k
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VMware
▲ 18.20%
2
Close
Nov 21, 2023
Broadcom
14.49%
▲ 29.23%
1
Open
Nov 21, 2023
Amazon
7.28%
▲ 43.57%
1
Open
Jun 07, 2022
Oncology Pharma
0%
▼ 99.05%
2
Buy
May 25, 2022
Fidelity Real Estate Index Fund
1.93%
▼ 14.11%
2
Buy
May 25, 2022
Snap
0.57%
▼ 36.22%
2
Buy
May 25, 2022
Schrodinger
4.87%
▼ 2.93%
2
Buy
May 25, 2022
Fidelity Large Cap Growth Index Fund
1.8%
▲ 43.51%
2
Buy
May 25, 2022
Alpha and Omega
2.38%
▼ 46.05%
2
Buy
May 25, 2022
Jefferies
0.65%
▲ 58.44%
2
Buy
May 25, 2022
ARK Innovation ETF
1.81%
▲ 5.59%
2
Buy
May 25, 2022
QuantumScape
0.68%
▼ 52.27%
2
Buy
May 25, 2022
Bank of America
0.79%
▲ 13.01%
2
Buy
May 25, 2022
Ford Motor
0.53%
▲ 17.45%
2
Buy
May 25, 2022
Zivo Bioscience
0.37%
▼ 54.73%
2
Buy
May 25, 2022
Advanced Micro Devices
3.13%
▲ 61.69%
2
Buy
May 25, 2022
Affirm Holdings
0.66%
▲ 35.09%
2
Buy
May 25, 2022
Solid Power
0.1%
▼ 80.52%
2
Buy
May 25, 2022
Moderna
1.12%
▼ 18.86%
2
Buy
May 25, 2022
AMC Entertainment
0.01%
▼ 94.84%
2
Buy
May 25, 2022