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fidelity - New Portfolio

Randy

fidelity
Individual Investor
Ranked #430,633 out of 793,549 TipRanks' Investors
Success Rate
20%
2 out of 10
profitable transactions
Average Return
-5.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.82%
6-Month Return-
12-Month Return-
YTD Return▼ 7.88%
Total Return▲ 0.67%

Best Trade

Opened at
Closed at-
Gain▲ 46.33%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.15%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.98%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 2.39%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.83%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 3.82%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 1.15%
▲ 26.01%▲ 5.96%▲ 7.98%
▲ 5.34%▼ 2.41%▲ 2.39%
▲ 5.88%▲ 2.69%▲ 3.90%
▼ 12.86%▼ 1.27%▼ 7.83%
▲ 5.30%▼ 4.02%▼ 3.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BrightSpring Health Services, Inc.
0%
▼ 14.29%
1
Open
Jan 22, 2025
SoundHound AI, Inc Class A
0%
▼ 37.51%
1
Open
Dec 06, 2024
Arch Capital Group
0%
▼ 10.60%
1
Open
Oct 03, 2024
Pentair
0%
▼ 5.23%
1
Open
Oct 03, 2024
Microsoft
0%
▼ 6.00%
1
Open
Oct 03, 2024
Qualcomm
0%
▼ 5.86%
1
Open
Sep 30, 2024
Power Solutions
58.81%
▲ 46.33%
1
Open
Sep 29, 2024
Blue Bird
13.38%
▼ 28.69%
1
Open
Sep 29, 2024
Nvidia
27.81%
▼ 6.31%
1
Open
Sep 29, 2024
Ares Capital
0%
▲ 11.01%
1
Open
Sep 29, 2024