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Fidelity - New Portfolio

Dave Steinfeld

Fidelity
Individual Investor
Ranked #251,996 out of 799,559 TipRanks' Investors
Success Rate
59%
29 out of 49
profitable transactions
Average Return
9.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 18.04%
6-Month Return▼ 8.21%
12-Month Return▼ 7.39%
YTD Return▼ 5.48%
Total Return▲ 29.10%

Best Trade

Opened at
Closed at-
Gain▲ 221.26%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 4.60%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.15%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 6.43%
Dec 2024
▲ 6.02%
▲ 2.69%
▼ 2.89%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.48%
Mar 2025
▲ 1.73%
▼ 0.87%
▼ 3.21%
Apr 2025
▲ 14.56%
▲ 6.48%
▲ 11.11%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 4.60%
▲ 25.97%▲ 5.96%▲ 3.15%
▲ 5.41%▼ 2.41%▼ 6.43%
▲ 6.02%▲ 2.69%▼ 2.89%
▼ 12.86%▼ 1.27%▼ 6.24%
▼ 1.80%▼ 5.57%▼ 3.48%
▲ 1.73%▼ 0.87%▼ 3.21%
▲ 14.56%▲ 6.48%▲ 11.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Veren
▲ 6.79%
2
Close
May 09, 2025
Whitecap Resources
0.03%
▲ 6.63%
1
Open
May 09, 2025
VOXX International
▼ 16.76%
2
Close
Mar 31, 2025
Grindrod Shipping Holdings
▲ 15.31%
2
Close
Aug 15, 2024
F-star Therapeutics
▲ 11.42%
2
Close
Mar 08, 2023
Convey Holding Parent
▲ 1.55%
2
Close
Oct 06, 2022
Sanderson Farms
▼ 1.69%
2
Close
Jul 22, 2022
Revlon
▼ 15.72%
2
Close
Jun 27, 2022
Murphy Oil
▲ 3.24%
2
Close
Jun 24, 2022
Titan International
▲ 52.64%
2
Close
Jun 24, 2022
Direxion Daily S&P 500 Bull 3x Shares
67.57%
▲ 78.22%
2
Buy
Jun 24, 2022
Direxion Daily S&P 500 Bear 3x Shares
▲ 11.23%
4
Close
Jun 24, 2022
Builders Firstsource
▼ 27.30%
2
Close
Jun 24, 2022
Alliance Resource
1.17%
▲ 139.91%
2
Buy
Jun 24, 2022
Devon Energy
▲ 13.59%
2
Close
Jun 24, 2022
MicroSectors Gold Miners -3X Inverse Leveraged ETNs
0.02%
▼ 96.85%
1
Open
Jun 24, 2022
Dynavax
0.42%
▼ 22.87%
1
Open
Jun 24, 2022
SIGA Technologies
0.26%
▼ 41.74%
1
Open
Jun 24, 2022
Covenant Logistics Group
2.06%
▲ 86.91%
1
Open
Jun 24, 2022
Caleres
0.77%
▼ 36.68%
1
Open
Jun 24, 2022