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Fidelity Account - New Portfolio
Joseph Kohrs
Fidelity AccountIndividual Investor
Ranked #376,761 out of 795,368 TipRanks' Investors
Success Rate
1 out of 17
profitable transactions
profitable transactions
Average Return
-17.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.77%
6-Month Return-
12-Month Return-
YTD Return▼ 14.35%
Total Return▼ 19.16%
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
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
―
Sep 2024
▲ 10.00%
▼ 0.89%
―
Oct 2024
▲ 25.98%
▲ 5.96%
―
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 5.62%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.00%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.33%
Mar 2025
▼ 13.55%
▼ 6.22%
▼ 5.36%
Apr 2025
▲ 2.92%▲ 2.10%―
▲ 10.00%▼ 0.89%―
▲ 25.98%▲ 5.96%―
▲ 5.34%▼ 2.41%▼ 5.62%
▲ 5.99%▲ 2.69%▲ 2.79%
▼ 12.86%▼ 1.27%▼ 5.00%
▼ 1.80%▼ 5.57%▼ 7.33%
▼ 13.55%▼ 6.22%▼ 5.36%
Recent Activity
Oracle
0.45%
▼ 26.27%
1
Open
Feb 19, 2025
Advanced Micro Devices
1.62%
▼ 23.30%
2
Buy
Jan 31, 2025
Nvidia
9.8%
▼ 21.49%
3
Buy
Dec 17, 2024
Amazon
14.67%
▼ 21.60%
1
Open
Dec 17, 2024
Bristol-Myers Squibb
10.21%
▼ 10.55%
1
Open
Dec 17, 2024
Capital Income Builder Cl A Shs
27.84%
▼ 1.22%
1
Open
Dec 17, 2024
Verizon
17.38%
▲ 8.83%
1
Open
Dec 17, 2024
Wells Fargo
12.77%
▼ 10.43%
1
Open
Dec 17, 2024
Microsoft
1.76%
▼ 13.85%
1
Open
Dec 06, 2024
Wix
0.69%
▼ 29.13%
1
Open
Dec 06, 2024
Vanguard S&P 500 ETF
1.56%
▼ 13.16%
1
Open
Dec 06, 2024
TSMC
0.43%
▼ 25.15%
1
Open
Dec 06, 2024
First Solar
0.37%
▼ 33.25%
1
Open
Dec 06, 2024
Meta Platforms
0.44%
▼ 12.27%
1
Open
Dec 06, 2024