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Fidelity Account - New Portfolio
Joseph Kohrs
Fidelity AccountIndividual Investor
Ranked #429,986 out of 797,901 TipRanks' Investors
Success Rate
3 out of 17
profitable transactions
profitable transactions
Average Return
-11.61%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 14.98%
6-Month Return-
12-Month Return-
YTD Return▼ 6.55%
Total Return▼ 11.80%
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
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
―
Oct 2024
▲ 25.97%
▲ 5.96%
―
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.62%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 2.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.00%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.33%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 0.65%
Apr 2025
▼ 0.11%
▲ 2.20%
▲ 3.93%
May 2025
▲ 9.99%▼ 0.89%―
▲ 25.97%▲ 5.96%―
▲ 5.39%▼ 2.41%▼ 5.62%
▲ 6.00%▲ 2.69%▲ 2.79%
▼ 12.86%▼ 1.27%▼ 5.00%
▼ 1.80%▼ 5.57%▼ 7.33%
▲ 1.74%▼ 0.87%▼ 0.65%
▼ 0.11%▲ 2.20%▲ 3.93%
Recent Activity
Oracle
0.48%
▼ 16.66%
1
Open
Feb 19, 2025
Advanced Micro Devices
1.56%
▼ 21.75%
2
Buy
Jan 31, 2025
Nvidia
9.82%
▼ 16.43%
3
Buy
Dec 17, 2024
Amazon
14.49%
▼ 17.81%
1
Open
Dec 17, 2024
Bristol-Myers Squibb
9.64%
▼ 10.35%
1
Open
Dec 17, 2024
Capital Income Builder Cl A Shs
27.8%
▲ 4.72%
1
Open
Dec 17, 2024
Verizon
16.68%
▲ 10.91%
1
Open
Dec 17, 2024
Wells Fargo
14.07%
▲ 4.74%
1
Open
Dec 17, 2024
Microsoft
1.89%
▼ 1.67%
1
Open
Dec 06, 2024
Wix
0.7%
▼ 24.06%
1
Open
Dec 06, 2024
Vanguard S&P 500 ETF
1.59%
▼ 6.20%
1
Open
Dec 06, 2024
TSMC
0.48%
▼ 11.20%
1
Open
Dec 06, 2024
First Solar
0.35%
▼ 32.78%
1
Open
Dec 06, 2024
Meta Platforms
0.46%
▼ 4.13%
1
Open
Dec 06, 2024