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Fidelity - New Portfolio
roopesh
FidelityIndividual Investor
Ranked #228,181 out of 789,725 TipRanks' Investors
Success Rate
11 out of 15
profitable transactions
profitable transactions
Average Return
13.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.91%
6-Month Return-
12-Month Return-
YTD Return▲ 0.35%
Total Return▲ 17.63%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.09%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 0.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 13.02%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 1.63%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.32%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.81%
Feb 2025
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 5.09%
▲ 10.01%▼ 0.89%▲ 0.32%
▲ 26.01%▲ 5.96%▲ 13.02%
▲ 5.96%▼ 2.41%▼ 1.63%
▲ 5.25%▲ 2.69%▲ 4.32%
▼ 12.86%▼ 1.27%▼ 3.81%
Recent Activity
Advance Auto Parts
―
▼ 3.65%
2
Close
Mar 01, 2025
PayPal Holdings
―
▲ 2.25%
3
Close
Feb 25, 2025
Dollar General
5.41%
▼ 1.13%
1
Open
Feb 18, 2025
NEXTracker, Inc. Class A
―
▲ 10.73%
2
Close
Jan 27, 2025
Fidelity Wise Origin Bitcoin Fund
―
▲ 16.38%
2
Close
Oct 15, 2024
Hawaiian Electric
4.76%
▲ 3.40%
3
Sell
Oct 15, 2024
Advanced Micro Devices
3.49%
▼ 33.36%
2
Sell
Sep 30, 2024
Amazon
7.2%
▲ 15.04%
1
Open
Sep 11, 2024
Chewy
11.13%
▲ 23.21%
1
Open
Sep 11, 2024
CrowdStrike Holdings
9.21%
▲ 53.69%
1
Open
Sep 11, 2024
Walt Disney
40.64%
▲ 29.42%
1
Open
Sep 11, 2024
MPLX
7.02%
▲ 30.89%
1
Open
Sep 11, 2024
Shopify
11.13%
▲ 56.60%
1
Open
Sep 11, 2024