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Fidelity - New Portfolio

Frank Ouimette

Fidelity
Individual Investor
Ranked #320,463 out of 781,066 TipRanks' Investors
Success Rate
52%
14 out of 27
profitable transactions
Average Return
18.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.88%
6-Month Return▲ 32.05%
12-Month Return-
YTD Return▼ 6.01%
Total Return▲ 18.17%

Best Trade

Opened at
Closed at-
Gain▲ 186.55%

Bio

Tech, AI, and Electric heavy

Performance

36.16%0-36.16%
▲ 9.79%
▲ 3.53%
▼ 4.89%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 9.43%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.82%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.14%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.05%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 36.16%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 21.09%
Dec 2024
▲ 11.17%
▲ 1.96%
▼ 6.01%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 4.89%
▲ 8.13%▲ 1.21%▼ 9.43%
▼ 13.14%▲ 2.34%▼ 8.82%
▲ 2.93%▲ 2.10%▲ 0.14%
▲ 10.00%▼ 0.89%▼ 3.05%
▲ 26.04%▲ 5.96%▲ 36.16%
▲ 5.93%▼ 2.41%▲ 21.09%
▲ 11.17%▲ 1.96%▼ 6.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Quantum Computing
0%
▼ 45.96%
1
Open
Dec 22, 2024
Rigetti Computing
0%
▼ 10.31%
1
Open
Dec 22, 2024
Lucid Group
4.03%
▲ 13.12%
2
Buy
Nov 30, 2024
QuantumScape
8.56%
▼ 3.52%
2
Buy
Nov 30, 2024
SoundHound AI, Inc Class A
5.97%
▲ 186.55%
2
Sell
Nov 30, 2024
Rocket Lab USA
21%
▲ 82.16%
2
Buy
Nov 30, 2024
Archer Aviation
3.86%
▲ 78.70%
2
Buy
Nov 30, 2024
Microstrategy
▼ 11.48%
2
Close
Nov 30, 2024
Navitas Semiconductor
2.85%
▲ 3.82%
1
Open
Nov 30, 2024
C3ai
1.4%
▼ 12.90%
1
Open
Nov 30, 2024
Chevron
3.53%
▼ 0.28%
1
Open
Nov 30, 2024
Walmart
1.21%
▼ 0.54%
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
38.18%
▼ 30.36%
1
Open
Sep 15, 2024