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Fidelity Account - New Portfolio
Joseph Kohrs
Fidelity AccountIndividual Investor
Ranked #219,313 out of 810,248 TipRanks' Investors
Success Rate
14 out of 17
profitable transactions
profitable transactions
Average Return
13.74%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.04%
6-Month Return▲ 20.27%
12-Month Return-
YTD Return▲ 22.27%
Total Return▲ 15.40%
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
23.15%0-23.15%
▲ 5.10%
▼ 2.41%
▼ 5.62%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.00%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.33%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.65%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 12.51%
May 2025
▲ 6.24%
▲ 5.14%
▲ 12.73%
Jun 2025
▲ 23.15%
▲ 3.12%
▲ 7.20%
Jul 2025
▲ 5.10%▼ 2.41%▼ 5.62%
▲ 6.03%▲ 2.69%▲ 2.79%
▼ 12.86%▼ 1.27%▼ 5.00%
▼ 1.80%▼ 5.57%▼ 7.33%
▲ 1.84%▼ 0.87%▼ 0.65%
▲ 12.20%▲ 6.28%▲ 12.51%
▲ 6.24%▲ 5.14%▲ 12.73%
▲ 23.15%▲ 3.12%▲ 7.20%
Recent Activity
Oracle
0.68%
▲ 35.81%
1
Open
Feb 19, 2025
Advanced Micro Devices
2.31%
▲ 31.84%
2
Buy
Jan 31, 2025
Nvidia
13.1%
▲ 26.64%
3
Buy
Dec 17, 2024
Amazon
15.53%
▲ 0.13%
1
Open
Dec 17, 2024
Bristol-Myers Squibb
8.12%
▼ 13.01%
1
Open
Dec 17, 2024
Capital Income Builder Cl A Shs
26.07%
▲ 12.29%
1
Open
Dec 17, 2024
Verizon
14.45%
▲ 11.00%
1
Open
Dec 17, 2024
Wells Fargo
14.14%
▲ 20.32%
1
Open
Dec 17, 2024
Microsoft
1.96%
▲ 16.26%
1
Open
Dec 06, 2024
Wix
0.56%
▼ 30.59%
1
Open
Dec 06, 2024
Vanguard S&P 500 ETF
1.57%
▲ 5.81%
1
Open
Dec 06, 2024
TSMC
0.58%
▲ 21.98%
1
Open
Dec 06, 2024
First Solar
0.44%
▼ 4.57%
1
Open
Dec 06, 2024
Meta Platforms
0.48%
▲ 14.54%
1
Open
Dec 06, 2024