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fidelity - New Portfolio

Randy

fidelity
Individual Investor
Ranked #384,732 out of 807,269 TipRanks' Investors
Success Rate
50%
5 out of 10
profitable transactions
Average Return
24.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.71%
6-Month Return▲ 18.01%
12-Month Return-
YTD Return▲ 17.74%
Total Return▲ 28.68%

Best Trade

Opened at
Closed at-
Gain▲ 210.17%

Bio

Performance

17.87%0-17.87%
▲ 5.10%
▼ 2.41%
▲ 2.39%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.82%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.90%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 17.87%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.14%
Jun 2025
▲ 2.03%
▲ 0.40%
▲ 1.92%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 2.39%
▲ 6.03%▲ 2.69%▲ 3.90%
▼ 12.86%▼ 1.27%▼ 7.83%
▼ 1.80%▼ 5.57%▼ 8.82%
▲ 1.84%▼ 0.87%▲ 1.90%
▲ 12.20%▲ 6.28%▲ 17.87%
▲ 6.24%▲ 5.14%▲ 10.14%
▲ 2.03%▲ 0.40%▲ 1.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BrightSpring Health Services, Inc.
0%
▼ 0.51%
1
Open
Jan 22, 2025
SoundHound AI, Inc Class A
0%
▼ 15.32%
1
Open
Dec 06, 2024
Arch Capital Group
0%
▼ 15.93%
1
Open
Oct 03, 2024
Pentair
0%
▲ 11.58%
1
Open
Oct 03, 2024
Microsoft
0%
▲ 19.92%
1
Open
Oct 03, 2024
Qualcomm
0%
▼ 4.67%
1
Open
Sep 30, 2024
Power Solutions
68.7%
▲ 210.17%
1
Open
Sep 29, 2024
Blue Bird
9.74%
▼ 5.75%
1
Open
Sep 29, 2024
Nvidia
21.56%
▲ 31.78%
1
Open
Sep 29, 2024
Ares Capital
0%
▲ 14.42%
1
Open
Sep 29, 2024