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Fidelity - New Portfolio

Frank Ouimette

Fidelity
Individual Investor
Ranked #180,973 out of 859,299 TipRanks' Investors
Success Rate
63%
17 out of 27
profitable transactions
Average Return
60.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.99%
6-Month Return▼ 34.26%
12-Month Return▲ 71.77%
YTD Return▼ 10.41%
Total Return▲ 68.24%

Best Trade

Opened at
Closed at-
Gain▲ 697.40%

Bio

Tech, AI, and Electric heavy

Performance

25.73%0-25.73%
▲ 12.88%
▲ 3.56%
▲ 19.68%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 20.06%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 25.73%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.69%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.82%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 11.23%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.75%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 9.69%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 19.68%
▲ 10.96%▲ 2.38%▲ 20.06%
▼ 3.68%▲ 0.19%▼ 25.73%
▼ 0.10%▲ 0.08%▼ 0.69%
▲ 4.06%▲ 1.47%▲ 0.82%
▼ 1.12%▼ 0.86%▼ 11.23%
▲ 0.60%▼ 4.94%▼ 8.75%
▲ 12.62%▲ 7.63%▲ 9.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Quantum Computing
0%
▼ 48.32%
1
Open
Dec 22, 2024
Rigetti Computing
0%
▲ 74.36%
1
Open
Dec 22, 2024
Lucid Group
0.42%
▼ 69.84%
2
Buy
Nov 30, 2024
QuantumScape
4.07%
▲ 32.53%
2
Buy
Nov 30, 2024
SoundHound AI, Inc Class A
1.1%
▲ 64.92%
2
Sell
Nov 30, 2024
Rocket Lab USA
22.86%
▲ 458.63%
2
Buy
Nov 30, 2024
Archer Aviation
0.9%
▲ 22.78%
2
Buy
Nov 30, 2024
Strategy
▼ 11.48%
2
Close
Nov 30, 2024
Navitas Semiconductor
3.12%
▲ 226.75%
1
Open
Nov 30, 2024
C3ai
0.13%
▼ 74.10%
1
Open
Nov 30, 2024
Chevron
1.48%
▲ 20.45%
1
Open
Nov 30, 2024
Walmart
0.59%
▲ 36.54%
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
58.88%
▲ 191.25%
1
Open
Sep 15, 2024