Fidelity - New Portfolio
roopesh
FidelityIndividual Investor
Ranked #151,790 out of 858,896 TipRanks' Investors
Success Rate
20 out of 22
profitable transactions
profitable transactions
Average Return
18.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.23%
6-Month Return▲ 8.38%
12-Month Return▲ 83.70%
YTD Return▼ 2.43%
Total Return▲ 92.61%
Best Trade
Bio
Performance
19.16%0-19.16%
▲ 12.88%
▲ 3.56%
▼ 1.88%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 19.16%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 6.82%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 9.27%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.65%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.91%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 9.62%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 8.24%
Apr 2026
▲ 12.88%▲ 3.56%▼ 1.88%
▲ 10.96%▲ 2.38%▲ 19.16%
▼ 3.68%▲ 0.19%▼ 6.82%
▼ 0.10%▲ 0.08%▲ 9.27%
▲ 4.06%▲ 1.47%▲ 0.65%
▼ 1.12%▼ 0.86%▼ 0.91%
▲ 0.60%▼ 4.94%▼ 9.62%
▲ 4.98%▲ 4.55%▲ 8.24%
Recent Activity
MongoDB
―
▲ 82.82%
2
Close
Feb 08, 2026
Nike
―
▲ 6.74%
2
Close
Jun 27, 2025
Amazon
―
▲ 13.07%
2
Close
May 12, 2025
CrowdStrike Holdings
―
▲ 43.55%
3
Close
May 12, 2025
Hawaiian Electric
―
▲ 0.94%
4
Close
May 12, 2025
MPLX
―
▲ 21.20%
2
Close
May 12, 2025
Shopify
―
▲ 45.89%
3
Close
May 12, 2025
PayPal Holdings
―
▲ 2.77%
5
Close
May 12, 2025
Dollar General
―
▲ 20.04%
2
Close
May 12, 2025
Chewy
―
▲ 4.40%
2
Close
Apr 05, 2025
AES
12.28%
▲ 22.59%
1
Open
Mar 28, 2025
Microsoft
―
▲ 0.48%
2
Close
Mar 27, 2025
Tesla
―
▲ 4.38%
2
Close
Mar 13, 2025
Advance Auto Parts
―
▼ 7.54%
2
Close
Mar 01, 2025
Nextpower Inc
―
▲ 10.73%
2
Close
Jan 27, 2025
Fidelity Wise Origin Bitcoin Fund
―
▲ 16.38%
2
Close
Oct 15, 2024
Advanced Micro Devices
17.09%
▲ 63.51%
2
Sell
Sep 30, 2024
Walt Disney
70.63%
▲ 14.03%
1
Open
Sep 11, 2024