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fidelity - New Portfolio

Randy

fidelity
Individual Investor
Ranked #354,765 out of 800,768 TipRanks' Investors
Success Rate
60%
6 out of 10
profitable transactions
Average Return
3.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.71%
6-Month Return▲ 4.95%
12-Month Return-
YTD Return▲ 1.68%
Total Return▲ 11.13%

Best Trade

Opened at
Closed at-
Gain▲ 88.37%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.15%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.98%
Nov 2024
▲ 5.42%
▼ 2.41%
▲ 2.39%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.82%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.90%
Apr 2025
▲ 9.54%
▲ 6.60%
▲ 14.27%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.15%
▲ 25.97%▲ 5.96%▲ 7.98%
▲ 5.42%▼ 2.41%▲ 2.39%
▲ 6.01%▲ 2.69%▲ 3.90%
▼ 12.86%▼ 1.27%▼ 7.83%
▼ 1.80%▼ 5.57%▼ 8.82%
▲ 1.76%▼ 0.87%▲ 1.90%
▲ 9.54%▲ 6.60%▲ 14.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BrightSpring Health Services, Inc.
0%
▲ 7.80%
1
Open
Jan 22, 2025
SoundHound AI, Inc Class A
0%
▼ 36.18%
1
Open
Dec 06, 2024
Arch Capital Group
0%
▼ 14.20%
1
Open
Oct 03, 2024
Pentair
0%
▲ 2.09%
1
Open
Oct 03, 2024
Microsoft
0%
▲ 8.71%
1
Open
Oct 03, 2024
Qualcomm
0%
▼ 13.60%
1
Open
Sep 30, 2024
Power Solutions
61.59%
▲ 88.37%
1
Open
Sep 29, 2024
Blue Bird
12.29%
▼ 19.45%
1
Open
Sep 29, 2024
Nvidia
26.11%
▲ 8.13%
1
Open
Sep 29, 2024
Ares Capital
0%
▲ 7.81%
1
Open
Sep 29, 2024