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USD PORTFOLIO - New Portfolio

FIdelity

USD PORTFOLIO
Individual Investor
Ranked #261,691 out of 730,435 TipRanks' Investors
Success Rate
50%
94 out of 188
profitable transactions
Average Return
4.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.85%
6-Month Return▲ 14.27%
12-Month Return▲ 22.62%
YTD Return▲ 2.04%
Total Return▼ 9.24%

Best Trade

Opened at
Closed at-
Gain▲ 106.34%

Bio

Diversified Income portfolio 10% yield tgt

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▲ 0.60%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.00%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 4.97%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.62%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.20%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.80%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.51%
Mar 2024
▼ 13.70%
▼ 3.74%
▲ 1.02%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▲ 0.60%
▼ 6.45%▼ 2.17%▼ 2.00%
▲ 9.22%▲ 9.13%▲ 4.97%
▲ 5.14%▲ 4.57%▲ 5.62%
▼ 1.87%▲ 1.59%▼ 3.20%
▲ 14.08%▲ 5.22%▲ 0.80%
▲ 5.05%▲ 3.27%▲ 3.51%
▼ 13.70%▼ 3.74%▲ 1.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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CTO Realty Growth
0%
▲ 3.91%
5
Open
Mar 17, 2023
Sitio Royalties
7.32%
▲ 10.42%
7
Buy
Mar 16, 2023
Devon Energy
9.52%
▲ 6.18%
5
Buy
Mar 16, 2023
Starwood Property
0%
▲ 12.81%
3
Open
Mar 16, 2023
Ternium SA
▲ 48.23%
2
Close
Mar 16, 2023
Annaly Capital
6.82%
▲ 23.79%
2
Buy
Mar 16, 2023
Verizon
▼ 0.95%
3
Close
Mar 16, 2023
Ares Capital
11.26%
▲ 29.51%
7
Buy
Mar 15, 2023
Blue Owl Capital
11.5%
▲ 54.38%
7
Buy
Mar 15, 2023
Gerdau SA
▲ 4.91%
2
Close
Mar 15, 2023
Sibanye Stillwater
▼ 3.76%
6
Close
Feb 23, 2023
Barrick Gold
▲ 12.03%
2
Close
Feb 22, 2023
Arch Resources
▲ 4.72%
3
Close
Feb 22, 2023
Medical Properties
▲ 3.95%
6
Close
Jan 23, 2023
Camping World Holdings
▲ 10.05%
2
Close
Jan 23, 2023
Petroleo Brasileiro SA- Petrobras
18.47%
▲ 97.02%
6
Buy
Dec 22, 2022
FS KKR Capital
▼ 0.16%
5
Close
Dec 21, 2022
Trinity Capital
▼ 22.22%
8
Close
Dec 04, 2022
Mativ Holdings
▼ 15.54%
2
Close
Nov 15, 2022
Rio Tinto
▼ 7.63%
4
Close
Nov 03, 2022