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Fidelity - New Portfolio

Frank Ouimette

Fidelity
Individual Investor
Ranked #330,099 out of 800,430 TipRanks' Investors
Success Rate
48%
13 out of 27
profitable transactions
Average Return
18.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.34%
6-Month Return▲ 30.86%
12-Month Return-
YTD Return▼ 2.24%
Total Return▲ 23.02%

Best Trade

Opened at
Closed at-
Gain▲ 232.08%

Bio

Tech, AI, and Electric heavy

Performance

36.16%0-36.16%
▲ 9.99%
▼ 0.89%
▼ 3.05%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 36.16%
Nov 2024
▲ 5.42%
▼ 2.41%
▲ 21.21%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 0.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 13.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.37%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 6.97%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 12.51%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 3.05%
▲ 25.97%▲ 5.96%▲ 36.16%
▲ 5.42%▼ 2.41%▲ 21.21%
▲ 6.01%▲ 2.69%▲ 0.33%
▼ 12.86%▼ 1.27%▼ 13.53%
▼ 1.80%▼ 5.57%▼ 6.37%
▲ 1.76%▼ 0.87%▲ 6.97%
▲ 11.20%▲ 5.11%▲ 12.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Quantum Computing
0%
▼ 42.06%
1
Open
Dec 22, 2024
Rigetti Computing
0%
0.00%
1
Open
Dec 22, 2024
Lucid Group
3.38%
▲ 2.07%
2
Buy
Nov 30, 2024
QuantumScape
5.97%
▼ 27.73%
2
Buy
Nov 30, 2024
SoundHound AI, Inc Class A
3.86%
▲ 98.95%
2
Sell
Nov 30, 2024
Rocket Lab USA
20.5%
▲ 91.04%
2
Buy
Nov 30, 2024
Archer Aviation
4.41%
▲ 119.22%
2
Buy
Nov 30, 2024
Strategy
▼ 11.48%
2
Close
Nov 30, 2024
Navitas Semiconductor
1.56%
▼ 39.17%
1
Open
Nov 30, 2024
C3ai
0.89%
▼ 40.49%
1
Open
Nov 30, 2024
Chevron
2.76%
▼ 14.47%
1
Open
Nov 30, 2024
Walmart
1.18%
▲ 4.86%
1
Open
Nov 30, 2024
Nvidia
▲ 17.09%
4
Close
Nov 22, 2024
Starbucks
▲ 7.09%
2
Close
Nov 22, 2024
Rivian Automotive
▼ 22.42%
2
Close
Nov 22, 2024
Meta Platforms
▲ 4.85%
2
Close
Nov 22, 2024
Chipotle
▼ 15.06%
2
Close
Oct 01, 2024
Microsoft
▼ 3.62%
2
Close
Sep 15, 2024
Super Micro Computer
▼ 49.39%
2
Close
Sep 15, 2024
AST SpaceMobile
40.76%
▼ 20.14%
1
Open
Sep 15, 2024