Fidelity Account - New Portfolio
Joseph Kohrs
Fidelity AccountIndividual Investor
Ranked #226,226 out of 859,217 TipRanks' Investors
Success Rate
14 out of 17
profitable transactions
profitable transactions
Average Return
25.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.42%
6-Month Return▼ 2.09%
12-Month Return▲ 55.17%
YTD Return▼ 0.91%
Total Return▲ 23.91%
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%
▲ 12.88%
▲ 3.56%
▲ 6.66%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.52%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 7.88%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.39%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.48%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.19%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.91%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 7.18%
Apr 2026
▲ 12.88%▲ 3.56%▲ 6.66%
▲ 10.96%▲ 2.38%▲ 8.52%
▼ 3.68%▲ 0.19%▼ 7.88%
▼ 0.10%▲ 0.08%▲ 2.39%
▲ 4.06%▲ 1.47%▲ 0.48%
▼ 1.12%▼ 0.86%▼ 6.19%
▲ 0.60%▼ 4.94%▼ 1.91%
▲ 10.48%▲ 6.78%▲ 7.18%
Recent Activity
Oracle
0.43%
▼ 8.98%
1
Open
Feb 19, 2025
Advanced Micro Devices
3.32%
▲ 102.01%
2
Buy
Jan 31, 2025
Nvidia
13.92%
▲ 43.46%
3
Buy
Dec 17, 2024
Amazon
15.68%
▲ 7.73%
1
Open
Dec 17, 2024
Bristol-Myers Squibb
9.14%
▲ 8.11%
1
Open
Dec 17, 2024
Capital Income Builder Cl A Shs
25.39%
▲ 17.23%
1
Open
Dec 17, 2024
Verizon
14.32%
▲ 23.09%
1
Open
Dec 17, 2024
Wells Fargo
12.86%
▲ 18.47%
1
Open
Dec 17, 2024
Microsoft
1.41%
▼ 10.72%
1
Open
Dec 06, 2024
Wix
0.22%
▼ 70.94%
1
Open
Dec 06, 2024
Vanguard S&P 500 ETF
1.61%
▲ 16.37%
1
Open
Dec 06, 2024
TSMC
0.84%
▲ 89.97%
1
Open
Dec 06, 2024
First Solar
0.44%
▲ 3.31%
1
Open
Dec 06, 2024
Meta Platforms
0.42%
▲ 6.72%
1
Open
Dec 06, 2024