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Fidelity - New Portfolio

Alexander Franklin

Fidelity
Individual Investor
Ranked #292,053 out of 734,495 TipRanks' Investors
Success Rate
56%
18 out of 32
profitable transactions
Average Return
0.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.12%
6-Month Return-
12-Month Return-
YTD Return▼ 2.40%
Total Return▼ 0.79%

Best Trade

Opened at
Closed at-
Gain▲ 28.74%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 1.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.53%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.13%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.57%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.84%
Apr 2024
▲ 12.37%
▲ 5.54%
▲ 0.47%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%▲ 1.66%
▼ 1.87%▲ 1.59%▼ 2.53%
▲ 14.08%▲ 5.22%▲ 1.13%
▲ 5.05%▲ 3.27%▲ 3.57%
▼ 12.40%▼ 4.03%▼ 4.84%
▲ 12.37%▲ 5.54%▲ 0.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Starbucks
2.28%
▼ 17.20%
1
Open
Jan 14, 2024
Pfizer
2.8%
▲ 2.43%
1
Open
Jan 10, 2024
Etsy
2.13%
▼ 13.58%
1
Open
Jan 10, 2024
Star Bulk Carriers
3.2%
▲ 23.57%
1
Open
Dec 20, 2023
Abbott Laboratories
2.29%
▼ 2.26%
1
Open
Dec 17, 2023
Vanguard Total Stock Market ETF
2.66%
▲ 12.00%
1
Open
Dec 17, 2023
Vanguard Utilities ETF
2.5%
▲ 15.98%
1
Open
Dec 17, 2023
Vanguard Real Estate ETF
2.73%
▼ 1.52%
1
Open
Dec 17, 2023
UnitedHealth
2.12%
▼ 1.32%
1
Open
Dec 17, 2023
Tapestry
3.31%
▲ 19.92%
1
Open
Dec 17, 2023
T Mobile US
2.16%
▲ 4.52%
1
Open
Dec 17, 2023
AT&T
2.12%
▲ 8.75%
1
Open
Dec 17, 2023
JM Smucker
2.44%
▼ 6.98%
1
Open
Dec 17, 2023
Nike
2.34%
▼ 24.06%
1
Open
Dec 17, 2023
NextEra Energy
3.16%
▲ 27.47%
1
Open
Dec 17, 2023
3M
2.6%
▲ 16.28%
1
Open
Dec 17, 2023
West Fraser Timber Co
2.09%
▲ 7.08%
1
Open
Dec 17, 2023
Main Street Capital
2.66%
▲ 18.53%
1
Open
Dec 17, 2023
Intel
1.98%
▼ 31.08%
1
Open
Dec 17, 2023
General Motors
3.79%
▲ 28.74%
1
Open
Dec 17, 2023