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Fidelity Account - New Portfolio

Joseph Kohrs

Fidelity Account
Individual Investor
Ranked #455,179 out of 788,370 TipRanks' Investors
Success Rate
24%
4 out of 17
profitable transactions
Average Return
-3.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.30%
6-Month Return-
12-Month Return-
YTD Return▲ 1.34%
Total Return▼ 4.06%

Best Trade

Opened at
Closed at-
Gain▲ 9.99%

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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.03%
▲ 5.96%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.33%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.59%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.22%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.03%▲ 5.96%
▲ 5.97%▼ 2.41%▼ 5.33%
▲ 5.25%▲ 2.69%▲ 2.59%
▼ 9.08%▲ 1.42%▼ 1.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oracle
0.5%
▼ 7.55%
1
Open
Feb 19, 2025
Advanced Micro Devices
1.66%
▼ 12.22%
2
Buy
Jan 31, 2025
Nvidia
10.94%
▼ 1.89%
3
Buy
Dec 17, 2024
Amazon
15.66%
▼ 6.30%
1
Open
Dec 17, 2024
Bristol-Myers Squibb
10.09%
▼ 2.09%
1
Open
Dec 17, 2024
Capital Income Builder Cl A Shs
26.21%
▼ 0.37%
1
Open
Dec 17, 2024
Verizon
15.46%
▲ 6.71%
1
Open
Dec 17, 2024
Wells Fargo
14.01%
▲ 9.99%
1
Open
Dec 17, 2024
Microsoft
1.68%
▼ 7.79%
1
Open
Dec 06, 2024
Wix
0.79%
▼ 9.82%
1
Open
Dec 06, 2024
Vanguard S&P 500 ETF
1.6%
▼ 0.95%
1
Open
Dec 06, 2024
TSMC
0.5%
▼ 2.11%
1
Open
Dec 06, 2024
First Solar
0.39%
▼ 19.95%
1
Open
Dec 06, 2024
Meta Platforms
0.49%
▲ 9.67%
1
Open
Dec 06, 2024