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fidelity - New Portfolio

Randy

fidelity
Individual Investor
Ranked #441,781 out of 858,971 TipRanks' Investors
Success Rate
40%
4 out of 10
profitable transactions
Average Return
38.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.39%
6-Month Return▼ 9.66%
12-Month Return▲ 48.38%
YTD Return▼ 0.41%
Total Return▲ 39.17%

Best Trade

Opened at
Closed at-
Gain▲ 280.05%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 7.47%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 7.78%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.94%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.15%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.69%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.68%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 6.96%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 7.47%
▲ 10.96%▲ 2.38%▲ 0.68%
▼ 3.68%▲ 0.19%▼ 7.78%
▼ 0.10%▲ 0.08%▼ 0.94%
▲ 4.06%▲ 1.47%▲ 0.15%
▼ 1.12%▼ 0.86%▲ 0.69%
▲ 0.60%▼ 4.94%▼ 7.68%
▲ 4.89%▲ 4.48%▲ 6.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BrightSpring Health Services, Inc.
0%
▲ 113.60%
1
Open
Jan 22, 2025
SoundHound AI, Inc Class A
0%
▼ 54.43%
1
Open
Dec 06, 2024
Arch Capital Group
0%
▼ 9.51%
1
Open
Oct 03, 2024
Pentair
0%
▼ 3.12%
1
Open
Oct 03, 2024
Microsoft
0%
▼ 6.86%
1
Open
Oct 03, 2024
Qualcomm
0%
▼ 20.17%
1
Open
Sep 30, 2024
Power Solutions
68.12%
▲ 280.05%
1
Open
Sep 29, 2024
Blue Bird
11.24%
▲ 34.40%
1
Open
Sep 29, 2024
Nvidia
20.64%
▲ 55.95%
1
Open
Sep 29, 2024
Ares Capital
0%
▼ 0.24%
1
Open
Sep 29, 2024