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fidelity - New Portfolio

Randy

fidelity
Individual Investor
Ranked #272,437 out of 833,817 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
36.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.33%
6-Month Return▲ 16.19%
12-Month Return▲ 30.71%
YTD Return▲ 33.26%
Total Return▲ 45.63%

Best Trade

Opened at
Closed at-
Gain▲ 223.75%

Bio

Performance

17.87%0-17.87%
▲ 11.63%
▲ 6.28%
▲ 17.87%
May 2025
▲ 9.25%
▲ 5.14%
▲ 10.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.03%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.66%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.47%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.68%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 7.56%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 2.98%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 17.87%
▲ 9.25%▲ 5.14%▲ 10.14%
▲ 7.60%▲ 2.30%▲ 4.03%
▲ 2.76%▲ 2.05%▲ 7.66%
▲ 12.88%▲ 3.56%▲ 7.47%
▲ 10.96%▲ 2.38%▲ 0.68%
▼ 3.57%▲ 0.19%▼ 7.56%
▲ 1.45%▲ 1.32%▲ 2.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BrightSpring Health Services, Inc.
0%
▲ 75.08%
1
Open
Jan 22, 2025
SoundHound AI, Inc Class A
0%
▼ 27.38%
1
Open
Dec 06, 2024
Arch Capital Group
0%
▼ 10.17%
1
Open
Oct 03, 2024
Pentair
0%
▲ 11.67%
1
Open
Oct 03, 2024
Microsoft
0%
▲ 18.26%
1
Open
Oct 03, 2024
Qualcomm
0%
▲ 5.63%
1
Open
Sep 30, 2024
Power Solutions
66.22%
▲ 223.75%
1
Open
Sep 29, 2024
Blue Bird
10.32%
▲ 8.09%
1
Open
Sep 29, 2024
Nvidia
23.46%
▲ 55.37%
1
Open
Sep 29, 2024
Ares Capital
0%
▲ 6.77%
1
Open
Sep 29, 2024