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Fidelity - New Portfolio

nmraja@gmail.com

Fidelity
Individual Investor
Ranked #341,067 out of 862,847 TipRanks' Investors
Success Rate
55%
68 out of 123
profitable transactions
Average Return
13.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.00%
6-Month Return-
12-Month Return-
YTD Return▲ 12.40%
Total Return▲ 12.40%

Best Trade

Opened at
Closed at-
Gain▲ 148.77%

Bio

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
Oct 2025
▼ 3.68%
▲ 0.19%
Nov 2025
▼ 0.10%
▲ 0.08%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.34%
Jan 2026
▼ 1.27%
▼ 0.86%
▲ 0.59%
Feb 2026
▼ 0.14%
▼ 4.94%
▼ 2.47%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 11.37%
Apr 2026
▲ 8.57%
▲ 2.85%
▲ 2.54%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%
▼ 3.68%▲ 0.19%
▼ 0.10%▲ 0.08%
▲ 4.06%▲ 1.47%▲ 0.34%
▼ 1.27%▼ 0.86%▲ 0.59%
▼ 0.14%▼ 4.94%▼ 2.47%
▲ 16.06%▲ 10.51%▲ 11.37%
▲ 8.57%▲ 2.85%▲ 2.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CAVA Group, Inc.
1.12%
▲ 17.87%
3
Sell
Mar 16, 2026
Verizon
0.68%
▲ 12.54%
3
Sell
Mar 16, 2026
Apple
8.75%
▲ 13.94%
2
Buy
Feb 02, 2026
Microsoft
3.07%
▼ 3.97%
2
Buy
Feb 02, 2026
AGNC Investment
0.3%
▼ 5.86%
2
Buy
Feb 02, 2026
Advanced Micro Devices
4.94%
▲ 79.14%
2
Buy
Feb 02, 2026
Amazon
2.69%
▲ 9.81%
2
Buy
Feb 02, 2026
AstraZeneca
▼ 1.30%
3
Buy
Feb 02, 2026
Seagate Tech
4.64%
▲ 116.41%
2
Buy
Feb 02, 2026
Sarepta Therapeutics
4.6%
▼ 16.47%
2
Buy
Feb 02, 2026
Paramount Skydance
0.35%
▼ 13.52%
2
Buy
Feb 02, 2026
Occidental Petroleum
1.08%
▲ 37.76%
2
Buy
Feb 02, 2026
Novo Nordisk
3.91%
▼ 20.86%
2
Buy
Feb 02, 2026
Nabors Industries
0.06%
▲ 64.65%
2
Buy
Feb 02, 2026
Strategy
5.33%
▲ 15.44%
2
Buy
Feb 02, 2026
Meta Platforms
3.58%
▼ 6.97%
2
Buy
Feb 02, 2026
Kenvue, Inc.
0.25%
▲ 1.12%
2
Buy
Feb 02, 2026
Illumina
1.04%
▼ 0.45%
2
Buy
Feb 02, 2026
iShares iBoxx $ High Yield Corporate Bond ETF
10.65%
▼ 0.06%
2
Buy
Feb 02, 2026
GRAIL Inc
0.07%
▼ 40.62%
2
Buy
Feb 02, 2026