Fidelity - New Portfolio

Fidelity
Individual Investor
Ranked #56,862 out of 757,311 TipRanks' Investors
Success Rate
76%
44 out of 58
profitable transactions
Average Return
15.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.58%
6-Month Return▲ 11.31%
12-Month Return-
YTD Return▲ 20.29%
Total Return▲ 30.30%

Best Trade

Opened at
Closed at-
Gain▲ 147.87%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.09%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.41%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.41%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.49%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.98%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.11%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.96%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 1.15%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.09%
▲ 5.05%▲ 3.27%▲ 3.41%
▼ 12.40%▼ 4.03%▼ 2.41%
▲ 11.46%▲ 5.06%▲ 4.49%
▼ 2.25%▲ 3.53%▲ 2.98%
▲ 25.76%▲ 1.21%▲ 4.11%
▼ 4.21%▲ 2.34%▲ 1.96%
▲ 2.65%▼ 0.40%▼ 1.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Visa
5.09%
▲ 9.98%
3
Buy
Sep 02, 2024
Alpine Income Property Trust Inc
3.23%
▲ 16.62%
4
Buy
Sep 02, 2024
Procter & Gamble
4.31%
▲ 11.58%
3
Buy
Sep 02, 2024
Nvidia
7.35%
▲ 71.43%
3
Buy
Sep 02, 2024
Johnson & Johnson
4.41%
▲ 9.21%
4
Buy
Sep 02, 2024
Applied Materials
1.31%
▲ 2.78%
4
Buy
Sep 02, 2024
UnitedHealth
5.14%
▲ 16.35%
4
Sell
Sep 02, 2024
International Business Machines
▲ 19.46%
2
Close
Sep 02, 2024
Qualcomm
0.77%
▼ 4.40%
2
Buy
Sep 02, 2024
Builders Firstsource
▲ 33.84%
2
Close
Jul 29, 2024
Target
▲ 4.01%
2
Close
Jul 29, 2024
RTX
4.68%
▲ 29.95%
3
Buy
Jun 13, 2024
Otter Tail
2.99%
▼ 5.07%
2
Buy
Jun 13, 2024
Olin
2.6%
▼ 8.00%
2
Buy
Jun 13, 2024
Honeywell International
3.71%
▲ 3.56%
2
Buy
Jun 13, 2024
Microsoft
5.48%
▲ 9.74%
2
Buy
Jun 13, 2024
Exxon Mobil
4.65%
▲ 8.49%
2
Buy
Jun 13, 2024
Broadcom
4.99%
▲ 27.49%
2
Buy
Mar 14, 2024
Costco
3.22%
▲ 25.37%
1
Open
Mar 09, 2024
ON Semiconductor
▲ 25.26%
2
Close
Mar 07, 2024