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Fidelity - New Portfolio
roopesh
FidelityIndividual Investor
Ranked #136,227 out of 809,728 TipRanks' Investors
Success Rate
20 out of 22
profitable transactions
profitable transactions
Average Return
13.66%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 16.80%
6-Month Return▲ 22.56%
12-Month Return-
YTD Return▲ 28.07%
Total Return▲ 50.11%
Best Trade
Bio
Performance
21.30%0-21.30%
▲ 5.10%
▼ 2.41%
▼ 1.63%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.52%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.81%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.46%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.15%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.15%
May 2025
▲ 6.24%
▲ 5.14%
▲ 15.11%
Jun 2025
▲ 21.30%
▲ 1.78%
▲ 11.14%
Jul 2025
▲ 5.10%▼ 2.41%▼ 1.63%
▲ 6.03%▲ 2.69%▲ 5.52%
▼ 12.86%▼ 1.27%▼ 3.81%
▼ 1.80%▼ 5.57%▼ 5.46%
▲ 1.84%▼ 0.87%▲ 0.15%
▲ 12.20%▲ 6.28%▲ 4.15%
▲ 6.24%▲ 5.14%▲ 15.11%
▲ 21.30%▲ 1.78%▲ 11.14%
Recent Activity
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
9.69%
▲ 11.28%
1
Open
Mar 28, 2025
Microsoft
―
▲ 0.48%
2
Close
Mar 27, 2025
Tesla
―
▲ 4.38%
2
Close
Mar 13, 2025
MongoDB
10.59%
▲ 14.61%
1
Open
Mar 11, 2025
Advance Auto Parts
―
▼ 7.54%
2
Close
Mar 01, 2025
NEXTracker, Inc. Class A
―
▲ 10.73%
2
Close
Jan 27, 2025
Fidelity Wise Origin Bitcoin Fund
―
▲ 16.38%
2
Close
Oct 15, 2024
Advanced Micro Devices
8.87%
▲ 3.24%
2
Sell
Sep 30, 2024
Walt Disney
70.86%
▲ 38.26%
1
Open
Sep 11, 2024