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Fidelity - New Portfolio

Frank Ouimette

Fidelity
Individual Investor
Ranked #216,872 out of 788,174 TipRanks' Investors
Success Rate
63%
17 out of 27
profitable transactions
Average Return
24.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.74%
6-Month Return▲ 54.84%
12-Month Return-
YTD Return▲ 3.81%
Total Return▲ 30.65%

Best Trade

Opened at
Closed at-
Gain▲ 192.67%

Bio

Tech, AI, and Electric heavy

Performance

36.16%0-36.16%
▲ 8.13%
▲ 1.21%
▼ 9.43%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.81%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.14%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.05%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 36.16%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 21.21%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 0.34%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 4.17%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 9.43%
▼ 13.14%▲ 2.34%▼ 8.81%
▲ 2.93%▲ 2.10%▲ 0.14%
▲ 9.99%▼ 0.89%▼ 3.05%
▲ 26.03%▲ 5.96%▲ 36.16%
▲ 5.97%▼ 2.41%▲ 21.21%
▲ 5.25%▲ 2.69%▼ 0.34%
▼ 9.08%▲ 1.42%▲ 4.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Quantum Computing
0%
▼ 55.53%
1
Open
Dec 22, 2024
Rigetti Computing
0%
▲ 4.65%
1
Open
Dec 22, 2024
Lucid Group
3.45%
▲ 21.97%
2
Buy
Nov 30, 2024
QuantumScape
7.31%
▼ 1.48%
2
Buy
Nov 30, 2024
SoundHound AI, Inc Class A
3.88%
▲ 129.20%
2
Sell
Nov 30, 2024
Rocket Lab USA
17.73%
▲ 91.73%
2
Buy
Nov 30, 2024
Archer Aviation
3.44%
▲ 105.24%
2
Buy
Nov 30, 2024
Strategy
▼ 11.48%
2
Close
Nov 30, 2024
Navitas Semiconductor
2.39%
▲ 8.28%
1
Open
Nov 30, 2024
C3ai
1.07%
▼ 18.64%
1
Open
Nov 30, 2024
Chevron
2.95%
▼ 1.02%
1
Open
Nov 30, 2024
Walmart
1.07%
▲ 5.17%
1
Open
Nov 30, 2024
Nvidia
▲ 17.09%
4
Close
Nov 22, 2024
Starbucks
▲ 7.09%
2
Close
Nov 22, 2024
Rivian Automotive
▼ 22.42%
2
Close
Nov 22, 2024
Meta Platforms
▲ 4.85%
2
Close
Nov 22, 2024
Chipotle
▼ 15.06%
2
Close
Oct 01, 2024
Microsoft
▼ 3.62%
2
Close
Sep 15, 2024
Super Micro Computer
▼ 49.39%
2
Close
Sep 15, 2024
AST SpaceMobile
45.27%
▲ 6.00%
1
Open
Sep 15, 2024