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Fidelity - Trad. IRA - New Portfolio

PerformancePortfolio Details

Aznshinsa

Fidelity - Trad. IRA
Individual Investor
Ranked #10,507 out of 781,066 TipRanks' Investors
Success Rate
73%
774 out of 1055
profitable transactions
Average Return
71.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.76%
6-Month Return▲ 10.87%
12-Month Return▲ 23.43%
YTD Return▲ 2.53%
Total Return▲ 174.04%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 2715.00%

Bio

Hello World - Trying to see what I can do in this crazy volatile stock market due to the corona virus..... i don't know what Im doing.... sigh.....

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.28%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.49%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.85%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.58%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.11%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.85%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.33%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.53%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.28%
▲ 8.13%▲ 1.21%▲ 2.49%
▼ 13.14%▲ 2.34%▲ 0.85%
▲ 2.93%▲ 2.10%▲ 5.58%
▲ 10.00%▼ 0.89%▼ 0.11%
▲ 26.04%▲ 5.96%▲ 5.85%
▲ 5.93%▼ 2.41%▼ 4.33%
▲ 9.79%▲ 0.95%▲ 2.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ONL
Orion Office REIT
0.01%
▼ 11.30%
9
Buy
Jan 03, 2025
OKE
Oneok
1.22%
▲ 224.25%
18
Buy
Jan 03, 2025
ABBV
AbbVie
1.66%
▲ 59.93%
17
Buy
Jan 03, 2025
KHC
Kraft Heinz
0.19%
▲ 0.18%
17
Buy
Jan 03, 2025
DAL
Delta Air Lines
1.17%
▲ 84.53%
11
Buy
Jan 03, 2025
GS
Goldman Sachs Group
3.65%
▲ 163.79%
15
Buy
Jan 03, 2025
MMM
3M
0.68%
▲ 45.63%
13
Buy
Jan 03, 2025
VTI
Vanguard Total Stock Market ETF
0.72%
▲ 43.45%
10
Buy
Jan 03, 2025
SBUX
Starbucks
0.44%
▲ 24.77%
15
Buy
Jan 03, 2025
EPR
EPR Properties
0.64%
▲ 75.18%
16
Buy
Jan 03, 2025
MDT
Medtronic
0.14%
▲ 16.21%
12
Buy
Jan 03, 2025
MCD
McDonald's
0.17%
▲ 24.13%
9
Buy
Jan 03, 2025
GM
General Motors
1.6%
▲ 56.08%
11
Buy
Jan 03, 2025
PNC
PNC Financial
1.98%
▲ 67.12%
16
Buy
Jan 03, 2025
PK
Park Hotels & Resorts
0.18%
▲ 43.73%
28
Buy
Jan 03, 2025
PG
Procter & Gamble
1.26%
▲ 22.78%
15
Buy
Jan 03, 2025
WBA
Walgreens Boots Alliance
0.2%
▼ 42.74%
18
Buy
Jan 03, 2025
WYNN
Wynn Resorts
0.65%
▲ 12.09%
55
Buy
Jan 03, 2025
XOM
Exxon Mobil
2.32%
▲ 74.65%
19
Buy
Jan 03, 2025
WPC
W. P. Carey Inc.
0.12%
▼ 2.01%
16
Buy
Jan 03, 2025