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Fidelity Account - New Portfolio
Joseph Kohrs
Fidelity AccountIndividual Investor
Ranked #449,314 out of 781,066 TipRanks' Investors
Success Rate
4 out of 15
profitable transactions
profitable transactions
Average Return
-0.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.69%
6-Month Return-
12-Month Return-
YTD Return▲ 4.20%
Total Return▼ 1.71%
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
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
―
Sep 2024
▲ 10.00%
▼ 0.89%
―
Oct 2024
▲ 26.04%
▲ 5.96%
―
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.68%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 4.20%
Jan 2025
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%―
▲ 10.00%▼ 0.89%―
▲ 26.04%▲ 5.96%―
▲ 5.93%▼ 2.41%▼ 5.68%
▲ 11.17%▲ 1.96%▲ 4.20%
Recent Activity
Nvidia
11.4%
▲ 0.50%
3
Buy
Dec 17, 2024
Amazon
16.62%
▼ 2.25%
1
Open
Dec 17, 2024
Bristol-Myers Squibb
10.35%
▼ 1.28%
1
Open
Dec 17, 2024
Capital Income Builder Cl A Shs
25.73%
▼ 3.84%
1
Open
Dec 17, 2024
Verizon
14.27%
▼ 3.22%
1
Open
Dec 17, 2024
Wells Fargo
14.18%
▲ 8.85%
1
Open
Dec 17, 2024
Advanced Micro Devices
1.56%
▼ 12.36%
1
Open
Dec 06, 2024
Microsoft
1.8%
▼ 3.28%
1
Open
Dec 06, 2024
Wix
0.97%
▲ 9.66%
1
Open
Dec 06, 2024
Vanguard S&P 500 ETF
1.62%
▼ 1.36%
1
Open
Dec 06, 2024
TSMC
0.54%
▲ 4.44%
1
Open
Dec 06, 2024
First Solar
0.5%
▼ 0.67%
1
Open
Dec 06, 2024
Meta Platforms
0.45%
▼ 1.68%
1
Open
Dec 06, 2024