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Fidelity - New Portfolio

nmraja@gmail.com

Fidelity
Individual Investor
Ranked #561,993 out of 849,653 TipRanks' Investors
Success Rate
46%
32 out of 70
profitable transactions
Average Return
-0.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.17%
6-Month Return-
12-Month Return-
YTD Return▼ 0.17%
Total Return▼ 0.17%

Best Trade

Opened at
Closed at-
Gain▲ 9.12%

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%
Dec 2025
▲ 3.05%
▲ 1.43%
▼ 0.17%
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%
▲ 3.05%▲ 1.43%▼ 0.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
1.43%
▼ 1.04%
1
Open
Jan 15, 2026
Microsoft
1.43%
▲ 0.70%
1
Open
Jan 15, 2026
AGNC Investment
1.43%
▲ 2.14%
1
Open
Jan 15, 2026
Advanced Micro Devices
1.43%
▲ 1.72%
1
Open
Jan 15, 2026
Amazon
1.43%
▲ 0.39%
1
Open
Jan 15, 2026
AstraZeneca
1.43%
▲ 0.43%
1
Open
Jan 15, 2026
BP plc
1.43%
0.00%
1
Open
Jan 15, 2026
CAVA Group, Inc.
1.43%
▲ 0.13%
1
Open
Jan 15, 2026
Seagate Tech
1.43%
▲ 1.85%
1
Open
Jan 15, 2026
Sarepta Therapeutics
1.43%
▼ 0.84%
1
Open
Jan 15, 2026
Paramount Skydance
1.43%
▼ 0.25%
1
Open
Jan 15, 2026
Occidental Petroleum
1.43%
▼ 1.09%
1
Open
Jan 15, 2026
Novo Nordisk
1.43%
▲ 9.12%
1
Open
Jan 15, 2026
Nabors Industries
1.43%
▲ 0.29%
1
Open
Jan 15, 2026
Strategy
1.43%
▲ 1.64%
1
Open
Jan 15, 2026
Meta Platforms
1.43%
▼ 0.09%
1
Open
Jan 15, 2026
Kenvue, Inc.
1.43%
▼ 0.35%
1
Open
Jan 15, 2026
Illumina
1.43%
▼ 2.51%
1
Open
Jan 15, 2026
iShares iBoxx $ High Yield Corporate Bond ETF
1.43%
▲ 0.06%
1
Open
Jan 15, 2026
GRAIL Inc
1.43%
▼ 0.76%
1
Open
Jan 15, 2026