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Fidelity - New Portfolio

PerformancePortfolio Details

shockwave

Fidelity
Individual Investor
Ranked #222,473 out of 766,394 TipRanks' Investors
Success Rate
60%
55 out of 92
profitable transactions
Average Return
5.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.43%
6-Month Return-
12-Month Return-
YTD Return▲ 6.09%
Total Return▲ 6.09%

Best Trade

AssetTexas Pacif... (TPL)
Opened at
Closed at-
Gain▲ 132.93%

Bio

Just a guy trying to make a buck

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.85%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.74%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 6.37%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.69%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.61%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 4.19%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 6.87%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%▼ 0.85%
▼ 2.25%▲ 3.53%▲ 1.74%
▲ 25.72%▲ 1.21%▼ 6.37%
▼ 4.22%▲ 2.34%▼ 1.69%
▲ 7.82%▲ 2.10%▲ 2.61%
▲ 6.02%▼ 0.89%▲ 4.19%
▲ 22.71%▲ 5.30%▲ 6.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TPL
Texas Pacific Land
14.65%
▲ 88.81%
6
Buy
Jul 16, 2024
TSM
Taiwan Semiconductor Manufacturing
12.58%
▲ 7.40%
5
Buy
Jul 16, 2024
SMH
VanEck Semiconductor ETF
9.2%
▼ 1.39%
6
Buy
Jul 11, 2024
NVDL
GraniteShares 1.5x Long NVDA Daily ETF
11.09%
▲ 9.75%
5
Buy
Jul 11, 2024
CVX
Chevron
―
▼ 2.52%
4
Close
Jul 10, 2024
CIVI
Civitas Resources
―
▲ 1.96%
2
Close
Jul 10, 2024
OXY
Occidental Petroleum
―
▲ 0.50%
4
Close
Jul 10, 2024
MSTR
Microstrategy
―
▼ 9.83%
4
Close
Jul 10, 2024
MU
Micron
―
▼ 1.80%
2
Close
Jul 10, 2024
AVGO
Broadcom
9.08%
▲ 8.04%
4
Buy
Jul 09, 2024
VOO
Vanguard S&P 500 ETF
―
▲ 5.52%
3
Close
Jul 09, 2024
ALAI
Alger AI Enablers & Adopters ETF
5.68%
▲ 16.35%
4
Buy
Jul 09, 2024
RMBS
Rambus
―
▲ 14.69%
2
Close
Jul 09, 2024
MSFT
Microsoft
3.75%
▼ 5.87%
3
Buy
Jul 09, 2024
VGT
Vanguard Information Technology ETF
2.3%
▲ 1.96%
3
Open
Jul 08, 2024
BWLP
BW LPG Ltd
―
▼ 7.75%
4
Close
Jul 08, 2024
MDLZ
Mondelez International
―
▼ 4.07%
2
Close
Jul 05, 2024
BMA
Banco Macro SA
―
▼ 14.84%
3
Close
Jul 05, 2024
DKNG
DraftKings
―
▼ 3.63%
3
Close
Jul 05, 2024
VRT
Vertiv Holdings
3.55%
▲ 38.20%
1
Open
Jul 05, 2024