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Fidelity - New Portfolio

shockwave

Fidelity
Individual Investor
Ranked #107,015 out of 857,599 TipRanks' Investors
Success Rate
65%
60 out of 92
profitable transactions
Average Return
26.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.41%
6-Month Return▲ 4.71%
12-Month Return▲ 39.25%
YTD Return▲ 3.32%
Total Return▲ 41.72%

Best Trade

Opened at
Closed at-
Gain▲ 195.81%

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
▼ 1.16%
▼ 0.86%
▲ 3.37%
Feb 2026
▲ 1.14%
▼ 4.52%
▼ 5.19%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 1.16%▼ 0.86%▲ 3.37%
▲ 1.14%▼ 4.52%▼ 5.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Texas Pacific Land
12.4%
▲ 118.38%
6
Buy
Jul 16, 2024
TSMC
16.72%
▲ 92.87%
5
Buy
Jul 16, 2024
VanEck Semiconductor ETF
10.7%
▲ 54.63%
6
Buy
Jul 11, 2024
GraniteShares 1.5x Long NVDA Daily ETF
7.26%
▲ 0.73%
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
12.18%
▲ 94.88%
4
Buy
Jul 09, 2024
Vanguard S&P 500 ETF
▲ 5.52%
3
Close
Jul 09, 2024
Alger AI Enablers & Adopters ETF
5.45%
▲ 54.44%
4
Buy
Jul 09, 2024
Rambus
▲ 14.69%
2
Close
Jul 09, 2024
Microsoft
2.46%
▼ 15.27%
3
Buy
Jul 09, 2024
Vanguard Information Technology ETF
1.95%
▲ 9.88%
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
5.77%
▲ 195.81%
1
Open
Jul 05, 2024