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Ratha Svay (Fidelity) - New Portfolio

Ratha Svay

Ratha Svay (Fidelity)
Individual Investor
Ranked #175,354 out of 851,108 TipRanks' Investors
Success Rate
70%
299 out of 429
profitable transactions
Average Return
6.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.98%
6-Month Return-
12-Month Return-
YTD Return▲ 5.17%
Total Return▲ 2.18%

Best Trade

Opened at
Closed at-
Gain▲ 136.36%

Bio

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
Aug 2025
▲ 12.88%
▲ 3.56%
Sep 2025
▲ 10.96%
▲ 2.38%
Oct 2025
▼ 3.58%
▲ 0.19%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.84%
Dec 2025
▲ 5.17%
▲ 1.59%
▲ 5.17%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%
▼ 3.58%▲ 0.19%
▼ 0.10%▲ 0.08%▼ 2.84%
▲ 5.17%▲ 1.59%▲ 5.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AFLAC
▼ 1.93%
7
Sell
Jan 25, 2026
Brookfield Asset Management Ltd. Class A
▼ 0.60%
4
Close
Jan 25, 2026
Wells Fargo
0.29%
▲ 0.08%
4
Buy
Jan 24, 2026
Atmos Energy
0.3%
▲ 1.05%
4
Buy
Jan 24, 2026
Cincinnati Financial
0.35%
▼ 3.33%
6
Buy
Jan 24, 2026
American Water
0.33%
▲ 0.24%
4
Buy
Jan 24, 2026
TE Connectivity
0.35%
▼ 1.25%
4
Buy
Jan 24, 2026
Capital One Financial
0.38%
▼ 5.64%
4
Buy
Jan 24, 2026
Western Digital
0.71%
▲ 26.85%
6
Buy
Jan 24, 2026
Blue Owl Capital
0.43%
▼ 4.55%
7
Buy
Jan 24, 2026
Public Service Enterprise
0.49%
▼ 0.54%
5
Buy
Jan 24, 2026
Kimberly Clark
▲ 1.94%
5
Close
Jan 24, 2026
Hewlett Packard Enterprise
0.54%
▼ 2.45%
5
Buy
Jan 24, 2026
Amkor
0.85%
▲ 15.78%
4
Buy
Jan 24, 2026
Qualcomm
0.74%
▼ 5.24%
5
Buy
Jan 24, 2026
NRG Energy
0.97%
▼ 2.78%
5
Buy
Jan 24, 2026
Dell Technologies
1.02%
▼ 2.58%
4
Buy
Jan 24, 2026
Jackson Financial Incorporation
1.06%
▲ 19.28%
3
Buy
Jan 24, 2026
Oracle
1.76%
▼ 4.58%
5
Buy
Jan 24, 2026
Broadcom
1.64%
▲ 4.44%
5
Buy
Jan 24, 2026