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Fidelity - New Portfolio
Caldwell Shaw
FidelityIndividual Investor
Ranked #448,372 out of 801,893 TipRanks' Investors
Success Rate
25 out of 70
profitable transactions
profitable transactions
Average Return
-1.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.56%
6-Month Return▼ 9.21%
12-Month Return-
YTD Return▼ 8.50%
Total Return▼ 7.05%
Best Trade
Bio
my beginner portfolio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 1.27%
Nov 2024
▲ 5.42%
▼ 2.41%
▲ 0.31%
Dec 2024
▲ 6.01%
▲ 2.69%
▼ 0.65%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.73%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.27%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.30%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.39%
May 2025
▲ 0.53%
▲ 0.56%
▲ 0.26%
Jun 2025
▲ 25.97%▲ 5.96%▲ 1.27%
▲ 5.42%▼ 2.41%▲ 0.31%
▲ 6.01%▲ 2.69%▼ 0.65%
▼ 12.86%▼ 1.27%▼ 0.73%
▼ 1.80%▼ 5.57%▼ 9.27%
▲ 1.76%▼ 0.87%▼ 2.30%
▲ 12.21%▲ 6.28%▲ 4.39%
▲ 0.53%▲ 0.56%▲ 0.26%
Recent Activity
Vanguard S&P 500 Growth ETF
25.76%
▲ 4.48%
8
Buy
Jun 02, 2025
Eton Pharmaceuticals
74.24%
▼ 0.88%
6
Buy
Jun 02, 2025
Microsoft
―
▲ 1.53%
6
Close
May 30, 2025
Arcutis Biotherapeutics
―
▼ 2.29%
7
Close
May 29, 2025
Altimmune
―
▼ 4.09%
3
Close
May 19, 2025
Trade Desk
―
▼ 2.07%
2
Close
May 15, 2025
Vanguard S&P 500 ETF
―
▲ 1.70%
7
Close
May 14, 2025
Celsius Holdings
―
▲ 17.51%
4
Close
May 02, 2025
Visa
―
▲ 4.89%
2
Close
May 02, 2025
Alphabet Class A
―
▼ 19.47%
6
Close
Apr 22, 2025
Bank of America
―
▼ 15.36%
2
Close
Apr 22, 2025
Portillo's
―
▼ 20.73%
3
Close
Apr 22, 2025
EOG Resources
―
▼ 9.06%
4
Close
Apr 22, 2025
Intuit
―
▼ 0.36%
2
Close
Apr 22, 2025
Occidental Petroleum
―
▼ 9.22%
3
Close
Mar 11, 2025
Hims & Hers Health
―
▼ 27.05%
2
Close
Mar 07, 2025
Dell Technologies
―
▼ 11.38%
2
Close
Mar 03, 2025
TSMC
―
▲ 4.74%
3
Close
Feb 21, 2025
POET Technologies
―
▼ 0.88%
3
Close
Feb 20, 2025
Nvidia
―
▼ 0.64%
5
Close
Feb 13, 2025