FIDELITY MAIN - New Portfolio

gelf&74 investment

FIDELITY MAIN
Individual Investor
Ranked #58,480 out of 748,626 TipRanks' Investors
Success Rate
78%
18 out of 23
profitable transactions
Average Return
42.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.44%
6-Month Return▲ 42.40%
12-Month Return▲ 62.52%
YTD Return▲ 43.26%
Total Return▲ 110.27%

Best Trade

Opened at
Closed at-
Gain▲ 425.29%

Bio

buy and hold with fundamental.

Performance

24.77%0-24.77%
▲ 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
▲ 11.46%
▲ 5.06%
▲ 12.54%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.12%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 10.97%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 11.46%▲ 5.06%▲ 12.54%
▼ 2.25%▲ 3.53%▼ 1.12%
▲ 24.77%▼ 1.07%▲ 10.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
8.29%
▲ 43.53%
4
Sell
Jun 14, 2024
CrowdStrike Holdings
4.51%
▲ 122.45%
4
Sell
Jun 14, 2024
Suncor Energy
▲ 17.70%
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
12.16%
▲ 97.16%
2
Sell
Nov 21, 2023
Direxion Daily TSLA Bear 1X Shares
▼ 7.68%
2
Close
Nov 20, 2023
Procter & Gamble
5.39%
▲ 23.76%
2
Sell
Oct 25, 2023
Visa
4.57%
▲ 14.60%
4
Sell
Oct 25, 2023
Tesla
17.42%
▲ 5.73%
4
Sell
Aug 22, 2023
PepsiCo
6.08%
▲ 1.36%
4
Sell
Aug 22, 2023
Amazon
▲ 32.62%
2
Close
Aug 03, 2023
Nvidia
19.51%
▲ 425.29%
4
Sell
May 25, 2023
Alphabet Class C
1.49%
▲ 79.04%
3
Sell
May 18, 2023
Lockheed Martin
▼ 4.65%
4
Close
May 11, 2023
Chevron
0.00%
2
Close
Feb 18, 2023