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fidelity - New Portfolio

Randy

fidelity
Individual Investor
Ranked #314,617 out of 783,334 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
9.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.91%
6-Month Return-
12-Month Return-
YTD Return▲ 1.91%
Total Return▲ 11.03%

Best Trade

Opened at
Closed at-
Gain▲ 98.25%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.15%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.98%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 2.07%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 1.91%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%▼ 1.15%
▲ 26.04%▲ 5.96%▲ 7.98%
▲ 5.93%▼ 2.41%▲ 2.07%
▲ 3.19%▲ 2.68%▲ 1.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BrightSpring Health Services, Inc.
0%
▲ 10.21%
1
Open
Jan 22, 2025
SoundHound AI, Inc Class A
0%
▼ 6.80%
1
Open
Dec 06, 2024
Arch Capital Group
0%
▼ 12.57%
1
Open
Oct 03, 2024
Pentair
0%
▲ 6.89%
1
Open
Oct 03, 2024
Microsoft
0%
▲ 6.40%
1
Open
Oct 03, 2024
Qualcomm
0%
▲ 1.50%
1
Open
Sep 30, 2024
Power Solutions
64.75%
▲ 98.25%
1
Open
Sep 29, 2024
Blue Bird
11.18%
▼ 21.39%
1
Open
Sep 29, 2024
Nvidia
24.08%
▲ 1.87%
1
Open
Sep 29, 2024
Ares Capital
0%
▲ 13.16%
1
Open
Sep 29, 2024