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Fidelity Account - New Portfolio
Joseph Kohrs
Fidelity AccountIndividual Investor
Ranked #196,611 out of 834,231 TipRanks' Investors
Success Rate
15 out of 17
profitable transactions
profitable transactions
Average Return
22.56%
Average return
per transaction
per transaction
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Portfolio Gain
1-Month Return▲ 3.03%
6-Month Return▲ 17.31%
12-Month Return▲ 32.51%
YTD Return▲ 33.80%
Total Return▲ 26.28%
Best Trade
Bio
This portfolio is a copy of my Fidelity account. Feel free to look at my investments in the future for tips on either how to invest or how not to invest.
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 12.51%
May 2025
▲ 9.25%
▲ 5.14%
▲ 12.74%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.28%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.81%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.66%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.52%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 7.55%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 3.03%
Dec 2025
▲ 11.63%▲ 6.28%▲ 12.51%
▲ 9.25%▲ 5.14%▲ 12.74%
▲ 7.60%▲ 2.30%▲ 7.28%
▲ 2.76%▲ 2.05%▼ 0.81%
▲ 12.88%▲ 3.56%▲ 6.66%
▲ 10.96%▲ 2.38%▲ 8.52%
▼ 3.57%▲ 0.19%▼ 7.55%
▲ 1.55%▲ 1.31%▲ 3.03%
Recent Activity
Oracle
0.53%
▲ 8.44%
1
Open
Feb 19, 2025
Advanced Micro Devices
2.89%
▲ 70.76%
2
Buy
Jan 31, 2025
Nvidia
13.73%
▲ 37.40%
3
Buy
Dec 17, 2024
Amazon
15.05%
▲ 0.40%
1
Open
Dec 17, 2024
Bristol-Myers Squibb
8.77%
▼ 1.47%
1
Open
Dec 17, 2024
Capital Income Builder Cl A Shs
25.04%
▲ 12.27%
1
Open
Dec 17, 2024
Verizon
13.13%
▲ 6.10%
1
Open
Dec 17, 2024
Wells Fargo
15.32%
▲ 36.38%
1
Open
Dec 17, 2024
Microsoft
1.8%
▲ 10.62%
1
Open
Dec 06, 2024
Wix
0.37%
▼ 52.21%
1
Open
Dec 06, 2024
Vanguard S&P 500 ETF
1.64%
▲ 14.96%
1
Open
Dec 06, 2024
TSMC
0.68%
▲ 50.15%
1
Open
Dec 06, 2024
First Solar
0.61%
▲ 38.14%
1
Open
Dec 06, 2024
Meta Platforms
0.43%
▲ 6.02%
1
Open
Dec 06, 2024