Fidelity - New Portfolio

Frank Ouimette

Fidelity
Individual Investor
Ranked #379,169 out of 766,001 TipRanks' Investors
Success Rate
53%
8 out of 15
profitable transactions
Average Return
4.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.32%
6-Month Return-
12-Month Return-
YTD Return▼ 14.98%
Total Return▼ 14.98%

Best Trade

Opened at
Closed at-
Gain▲ 60.81%

Bio

Tech, AI, and Electric heavy

Performance

25.72%0-25.72%
▼ 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%
▼ 8.82%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.14%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.95%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 11.37%
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%▼ 8.82%
▲ 7.82%▲ 2.10%▲ 0.14%
▲ 6.02%▼ 0.89%▼ 2.95%
▲ 5.59%▲ 5.20%▲ 11.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Archer Aviation
0%
0.00%
1
Open
Nov 08, 2024
Nvidia
40.32%
▲ 21.77%
3
Buy
Oct 01, 2024
Chipotle
▼ 15.06%
2
Close
Oct 01, 2024
Rocket Lab USA
4.92%
▲ 46.37%
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
33.47%
▼ 26.31%
1
Open
Sep 15, 2024
Starbucks
1.78%
▲ 1.29%
1
Open
Sep 15, 2024
Rivian Automotive
3.86%
▼ 19.77%
1
Open
Sep 15, 2024
Lucid Group
1.53%
▼ 41.38%
1
Open
Sep 15, 2024
Palantir Technologies
6.38%
▲ 60.81%
1
Open
Sep 15, 2024
QuantumScape
0.37%
▼ 14.63%
1
Open
Sep 15, 2024
SoundHound AI, Inc Class A
5.24%
▲ 51.26%
1
Open
Sep 15, 2024
Meta Platforms
2.15%
▲ 10.51%
1
Open
Sep 15, 2024