Fidelity IRAs - New Portfolio
Portfolio Gain
1-Month Returnâ–¼6.59%
6-Month Returnâ–²30.55%
12-Month Returnâ–²26.58%
YTD Returnâ–²23.32%
Total Returnâ–²59.30%
Best Trade
Bio
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 11.73%â–² 11.43%â–¼ 1.79%â–² 12.14%â–² 4.74%â–² 20.86%â–¼ 0.29%â–¼ 7.94%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
MSFTMicrosoft | 18.04% | â–²0.73% | 2 | Sell | Oct 16, 2026 | |
TSPYTappAlpha SPY Growth & Daily Income ETF | 0% | â–²0.92% | 1 | Open | Sep 16, 2026 | |
IWMINEOS Russell 2000 High Income ETF | 0% | â–¼0.97% | 1 | Open | Sep 16, 2026 | |
JEPIJPMorgan Equity Premium Income ETF | 0% | â–²3.54% | 1 | Open | Sep 16, 2026 | |
NIONio | 9.64% | â–¼28.07% | 7 | Buy | Sep 04, 2026 | |
SPCXSpaceX | 3.1% | â–²13.94% | 1 | Open | Jul 23, 2026 | |
HELPHelus Pharma | 13.43% | â–²64.49% | 10 | Buy | Jun 29, 2026 | |
JEPQJ.P. Morgan Nasdaq Equity Premium Income ETF | 53.07% | â–²28.23% | 9 | Buy | Nov 21, 2025 | |
ACHRArcher Aviation | 1.94% | â–¼50.30% | 1 | Open | Nov 08, 2025 | |
MUMicron | 0% | â–²218.59% | 4 | Open | Oct 04, 2025 |