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Fidelity - New Portfolio
Caldwell Shaw
FidelityIndividual Investor
Ranked #503,326 out of 813,535 TipRanks' Investors
Success Rate
29 out of 78
profitable transactions
profitable transactions
Average Return
-1.63%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.92%
6-Month Return▼ 15.02%
12-Month Return-
YTD Return▼ 13.01%
Total Return▼ 11.63%
Best Trade
Bio
my beginner portfolio
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▼ 0.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.73%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.27%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.99%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.39%
May 2025
▲ 6.24%
▲ 5.14%
▼ 18.53%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 3.43%
Jul 2025
▲ 7.50%
▲ 2.04%
▲ 12.76%
Aug 2025
▲ 6.03%▲ 2.69%▼ 0.64%
▼ 12.86%▼ 1.27%▼ 0.73%
▼ 1.80%▼ 5.57%▼ 9.27%
▲ 1.84%▼ 0.87%▼ 1.99%
▲ 12.20%▲ 6.28%▲ 4.39%
▲ 6.24%▲ 5.14%▼ 18.53%
▲ 27.89%▲ 2.30%▲ 3.43%
▲ 7.50%▲ 2.04%▲ 12.76%
Recent Activity
Apellis Pharmaceuticals
0%
▲ 38.79%
1
Open
Jul 23, 2025
Eton Pharmaceuticals
46.45%
▼ 12.01%
7
Sell
Jul 16, 2025
Interactive Brokers
46.81%
▲ 7.52%
1
Open
Jul 16, 2025
Pinterest
6.74%
▲ 0.75%
1
Open
Jul 16, 2025
KalVista Pharmaceuticals
―
▲ 18.80%
2
Close
Jul 09, 2025
Navitas Semiconductor
―
▼ 19.22%
2
Close
Jul 09, 2025
Vanguard S&P 500 Growth ETF
―
▲ 5.04%
9
Close
Jun 11, 2025
Cardiff Oncology
0%
▼ 36.79%
1
Open
Jun 09, 2025
Microsoft
―
▲ 1.53%
6
Close
May 30, 2025
Arcutis Biotherapeutics
―
▼ 2.29%
7
Close
May 29, 2025
Altimmune
―
▼ 4.09%
3
Close
May 19, 2025
Trade Desk
―
▼ 2.07%
2
Close
May 15, 2025
Vanguard S&P 500 ETF
―
▲ 1.70%
7
Close
May 14, 2025
Celsius Holdings
―
▲ 17.51%
4
Close
May 02, 2025
Visa
―
▲ 4.89%
2
Close
May 02, 2025
Alphabet Class A
―
▼ 19.47%
6
Close
Apr 22, 2025
Bank of America
―
▼ 15.36%
2
Close
Apr 22, 2025
Portillo's
―
▼ 20.73%
3
Close
Apr 22, 2025
EOG Resources
―
▼ 9.06%
4
Close
Apr 22, 2025
Intuit
―
▼ 0.36%
2
Close
Apr 22, 2025