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Fidelity - New Portfolio

roopesh

Fidelity
Individual Investor
Ranked #422,565 out of 731,863 TipRanks' Investors
Success Rate
53%
40 out of 76
profitable transactions
Average Return
-1.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.48%
6-Month Return▼ 2.64%
12-Month Return▲ 5.29%
YTD Return▼ 12.58%
Total Return▼ 15.55%

Best Trade

Opened at
Closed at
Gain▲ 43.74%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▲ 1.48%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.83%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.92%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.89%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 4.30%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 10.67%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.67%
Apr 2024
▲ 5.14%
▲ 0.61%
▼ 7.01%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▲ 1.48%
▲ 9.22%▲ 9.13%▲ 7.83%
▲ 5.14%▲ 4.57%▲ 7.92%
▼ 1.87%▲ 1.59%▼ 4.89%
▲ 14.08%▲ 5.22%▼ 4.30%
▲ 5.05%▲ 3.27%▲ 10.67%
▼ 12.40%▼ 4.03%▼ 6.67%
▲ 5.14%▲ 0.61%▼ 7.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Stanley Black & Decker
100%
▲ 0.70%
3
Open
Oct 17, 2023
PayPal Holdings
▼ 39.66%
6
Close
Sep 14, 2023
Uber Technologies
▲ 28.25%
10
Close
Sep 14, 2023
Walt Disney
▼ 41.28%
5
Close
Sep 14, 2023
Crown Castle
▼ 7.24%
4
Close
Sep 14, 2023
Amazon
▲ 12.11%
5
Close
Sep 14, 2023
DocuSign
▼ 14.88%
5
Close
Sep 14, 2023
Meta Platforms
▲ 3.81%
3
Close
Sep 14, 2023
Block
▼ 24.39%
2
Close
Sep 14, 2023
Shopify
▼ 5.74%
2
Close
Sep 14, 2023
Truist Financial
▼ 10.70%
2
Close
Sep 14, 2023
Verizon
▲ 0.30%
2
Close
Sep 14, 2023
Bristol-Myers Squibb
▼ 3.67%
3
Close
Aug 29, 2023
STMicroelectronics
▲ 5.45%
2
Close
Aug 29, 2023
CrowdStrike Holdings
▲ 3.45%
2
Close
Aug 29, 2023
Backblaze
▼ 8.40%
2
Close
Aug 25, 2023
NCR Voyix
▲ 10.32%
2
Close
Aug 25, 2023
Foot Locker
▼ 32.85%
2
Close
Aug 24, 2023
Advance Auto Parts
▼ 2.02%
2
Close
Aug 24, 2023
Genius Sports Limited
▲ 11.54%
2
Close
Aug 10, 2023