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Fidelity - New Portfolio

FidelityJ

Fidelity
Individual Investor
Ranked #305,939 out of 731,395 TipRanks' Investors
Success Rate
44%
4 out of 9
profitable transactions
Average Return
0.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.50%
6-Month Return-
12-Month Return-
YTD Return▲ 0.50%
Total Return▲ 0.50%

Best Trade

Opened at
Closed at-
Gain▲ 38.33%

Bio

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
Sep 2023
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 9.51%
▼ 2.49%
▲ 0.50%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 9.51%▼ 2.49%▲ 0.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Apple
28.96%
▲ 1.52%
1
Open
Apr 10, 2024
GlobalFoundries Inc
12.47%
▼ 0.95%
1
Open
Apr 10, 2024
Lyft
9.31%
▼ 15.00%
1
Open
Apr 10, 2024
Palo Alto Networks
▲ 3.52%
1
Close
Apr 10, 2024
PDD Holdings
▲ 4.58%
1
Close
Apr 10, 2024
Rivian Automotive
12.86%
▼ 13.34%
1
Open
Apr 10, 2024
SentinelOne
14.37%
▼ 4.61%
1
Open
Apr 10, 2024
Snap
12.8%
▲ 38.33%
1
Open
Apr 10, 2024
Nu Holdings
9.23%
▼ 6.14%
1
Open
Apr 10, 2024