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Fidelity - New Portfolio
shockwave
FidelityIndividual Investor
Ranked #128,457 out of 857,329 TipRanks' Investors
Success Rate
58 out of 92
profitable transactions
profitable transactions
Average Return
24.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 8.53%
6-Month Return▲ 1.27%
12-Month Return▲ 39.39%
YTD Return▲ 0.85%
Total Return▲ 38.33%
Best Trade
Bio
Just a guy trying to make a buck
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▼ 3.66%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.32%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.10%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 8.26%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.39%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.42%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 3.27%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 7.37%
Mar 2026
▲ 2.76%▲ 2.05%▼ 3.66%
▲ 12.88%▲ 3.56%▲ 9.32%
▲ 10.96%▲ 2.38%▲ 8.10%
▼ 3.68%▲ 0.19%▼ 8.26%
▼ 0.10%▲ 0.08%▼ 0.39%
▲ 4.06%▲ 1.47%▲ 5.42%
▼ 1.18%▼ 0.86%▲ 3.27%
▲ 1.73%▼ 5.20%▼ 7.37%
Recent Activity
Texas Pacific Land
12.35%
▲ 111.91%
6
Buy
Jul 16, 2024
TSMC
16.45%
▲ 85.00%
5
Buy
Jul 16, 2024
VanEck Semiconductor ETF
10.71%
▲ 50.77%
6
Buy
Jul 11, 2024
GraniteShares 1.5x Long NVDA Daily ETF
7.26%
▼ 1.82%
5
Buy
Jul 11, 2024
Chevron
―
▼ 2.52%
4
Close
Jul 10, 2024
Civitas Resources
―
▲ 1.96%
2
Close
Jul 10, 2024
Occidental Petroleum
―
▲ 0.50%
4
Close
Jul 10, 2024
Strategy
―
▼ 9.83%
4
Close
Jul 10, 2024
Micron
―
▼ 1.80%
2
Close
Jul 10, 2024
Broadcom
12.19%
▲ 89.72%
4
Buy
Jul 09, 2024
Vanguard S&P 500 ETF
―
▲ 5.52%
3
Close
Jul 09, 2024
Alger AI Enablers & Adopters ETF
5.54%
▲ 53.11%
4
Buy
Jul 09, 2024
Rambus
―
▲ 14.69%
2
Close
Jul 09, 2024
Microsoft
2.58%
▼ 13.20%
3
Buy
Jul 09, 2024
Vanguard Information Technology ETF
1.99%
▲ 9.25%
3
Open
Jul 08, 2024
BW LPG Ltd
―
▼ 9.17%
4
Close
Jul 08, 2024
Mondelez International
―
▼ 4.07%
2
Close
Jul 05, 2024
Banco Macro SA
―
▼ 14.84%
3
Close
Jul 05, 2024
DraftKings
―
▼ 3.63%
3
Close
Jul 05, 2024
Vertiv Holdings
5.6%
▲ 179.42%
1
Open
Jul 05, 2024