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Fidelity - New Portfolio

roopesh

Fidelity
Individual Investor
Ranked #171,023 out of 770,014 TipRanks' Investors
Success Rate
86%
12 out of 14
profitable transactions
Average Return
18.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.64%
6-Month Return-
12-Month Return-
YTD Return▲ 21.08%
Total Return▲ 21.08%

Best Trade

Opened at
Closed at-
Gain▲ 55.20%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.09%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.32%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 14.85%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%▲ 5.09%
▲ 5.70%▼ 0.89%▲ 0.32%
▲ 31.73%▲ 4.73%▲ 14.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity Wise Origin Bitcoin Fund
▲ 16.38%
2
Close
Oct 15, 2024
Hawaiian Electric
4.25%
▲ 3.68%
3
Sell
Oct 15, 2024
Advanced Micro Devices
4.39%
▼ 5.83%
2
Sell
Sep 30, 2024
PayPal Holdings
5.94%
▲ 21.16%
2
Buy
Sep 18, 2024
Advance Auto Parts
5.21%
▲ 12.75%
1
Open
Sep 11, 2024
Amazon
6.08%
▲ 9.18%
1
Open
Sep 11, 2024
Chewy
9.21%
▲ 14.48%
1
Open
Sep 11, 2024
CrowdStrike Holdings
7.65%
▲ 43.45%
1
Open
Sep 11, 2024
Walt Disney
36.89%
▲ 31.34%
1
Open
Sep 11, 2024
MPLX
5.69%
▲ 17.00%
1
Open
Sep 11, 2024
NEXTracker, Inc. Class A
4.85%
▲ 12.88%
1
Open
Sep 11, 2024
Shopify
9.82%
▲ 55.20%
1
Open
Sep 11, 2024