FIDELITY MAIN - New Portfolio

gelf&74 investment

FIDELITY MAIN
Individual Investor
Ranked #64,780 out of 754,519 TipRanks' Investors
Success Rate
78%
18 out of 23
profitable transactions
Average Return
44.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.55%
6-Month Return▲ 24.51%
12-Month Return▲ 65.12%
YTD Return▲ 45.15%
Total Return▲ 113.04%

Best Trade

Opened at
Closed at-
Gain▲ 458.46%

Bio

buy and hold with fundamental.

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 1.28%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 14.66%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.82%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.77%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 12.54%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.12%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 8.63%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.51%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 1.28%
▲ 14.08%▲ 5.22%▲ 14.66%
▲ 5.05%▲ 3.27%▲ 3.82%
▼ 12.40%▼ 4.03%▼ 3.77%
▲ 11.46%▲ 5.06%▲ 12.54%
▼ 2.25%▲ 3.53%▼ 1.12%
▲ 25.76%▲ 1.21%▲ 8.63%
▼ 4.21%▲ 2.34%▲ 3.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
8.68%
▲ 51.30%
4
Sell
Jun 14, 2024
CrowdStrike Holdings
4.87%
▲ 142.70%
4
Sell
Jun 14, 2024
Suncor Energy
▲ 17.70%
3
Close
May 05, 2024
Resmed
▲ 24.95%
4
Close
Jan 28, 2024
Dutch Bros Inc
▲ 6.91%
7
Close
Jan 28, 2024
Medtronic
▲ 5.46%
3
Close
Dec 12, 2023
Bitcoin
10.71%
▲ 74.19%
2
Sell
Nov 21, 2023
Direxion Daily TSLA Bear 1X Shares
▼ 7.68%
2
Close
Nov 20, 2023
Procter & Gamble
5.45%
▲ 27.21%
2
Sell
Oct 25, 2023
Visa
4.85%
▲ 24.82%
4
Sell
Oct 25, 2023
Tesla
16.91%
▲ 2.78%
4
Sell
Aug 22, 2023
PepsiCo
6.07%
▲ 2.46%
4
Sell
Aug 22, 2023
Amazon
▲ 32.62%
2
Close
Aug 03, 2023
Nvidia
20.53%
▲ 458.46%
4
Sell
May 25, 2023
Alphabet Class C
1.45%
▲ 74.75%
3
Sell
May 18, 2023
Lockheed Martin
▼ 4.65%
4
Close
May 11, 2023
Chevron
0.00%
2
Close
Feb 18, 2023