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Fidelity - New Portfolio

Frank Ouimette

Fidelity
Individual Investor
Ranked #332,900 out of 769,291 TipRanks' Investors
Success Rate
56%
9 out of 16
profitable transactions
Average Return
13.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.97%
6-Month Return-
12-Month Return-
YTD Return▼ 8.09%
Total Return▼ 8.09%

Best Trade

Opened at
Closed at-
Gain▲ 142.80%

Bio

Tech, AI, and Electric heavy

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.89%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 9.43%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 8.81%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.14%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.05%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 20.52%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 4.89%
▲ 25.72%▲ 1.21%▼ 9.43%
▼ 4.22%▲ 2.34%▼ 8.81%
▲ 7.82%▲ 2.10%▲ 0.14%
▲ 5.70%▼ 0.89%▼ 3.05%
▲ 37.60%▲ 4.40%▲ 20.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Archer Aviation
0%
▲ 48.59%
1
Open
Nov 08, 2024
Nvidia
▲ 20.98%
3
Buy
Oct 01, 2024
Chipotle
▼ 15.06%
2
Close
Oct 01, 2024
Rocket Lab USA
11.24%
▲ 142.80%
1
Open
Oct 01, 2024
Microsoft
▼ 3.62%
2
Close
Sep 15, 2024
Super Micro Computer
▼ 49.39%
2
Close
Sep 15, 2024
AST SpaceMobile
48.66%
▼ 19.10%
1
Open
Sep 15, 2024
Starbucks
▲ 4.54%
1
Open
Sep 15, 2024
Rivian Automotive
▼ 24.09%
1
Open
Sep 15, 2024
Lucid Group
1.93%
▼ 45.36%
1
Open
Sep 15, 2024
Palantir Technologies
9.33%
▲ 68.99%
1
Open
Sep 15, 2024
QuantumScape
0.5%
▼ 14.29%
1
Open
Sep 15, 2024
SoundHound AI, Inc Class A
7.97%
▲ 46.64%
1
Open
Sep 15, 2024
Meta Platforms
▲ 5.59%
1
Open
Sep 15, 2024