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Fidelity - New Portfolio

roopesh

Fidelity
Individual Investor
Ranked #206,408 out of 781,107 TipRanks' Investors
Success Rate
79%
11 out of 14
profitable transactions
Average Return
17.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.80%
6-Month Return-
12-Month Return-
YTD Return▲ 3.10%
Total Return▲ 20.54%

Best Trade

Opened at
Closed at-
Gain▲ 44.51%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.09%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.32%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 13.02%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.88%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.10%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 5.09%
▲ 10.00%▼ 0.89%▲ 0.32%
▲ 26.04%▲ 5.96%▲ 13.02%
▲ 5.93%▼ 2.41%▼ 1.88%
▲ 6.90%▲ 1.96%▲ 3.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity Wise Origin Bitcoin Fund
▲ 16.38%
2
Close
Oct 15, 2024
Hawaiian Electric
3.75%
▼ 13.69%
3
Sell
Oct 15, 2024
Advanced Micro Devices
3.85%
▼ 18.95%
2
Sell
Sep 30, 2024
PayPal Holdings
6.14%
▲ 26.74%
2
Buy
Sep 18, 2024
Advance Auto Parts
5.61%
▲ 19.87%
1
Open
Sep 11, 2024
Amazon
7.05%
▲ 22.45%
1
Open
Sep 11, 2024
Chewy
10%
▲ 22.39%
1
Open
Sep 11, 2024
CrowdStrike Holdings
7.8%
▲ 40.81%
1
Open
Sep 11, 2024
Walt Disney
34.96%
▲ 21.71%
1
Open
Sep 11, 2024
MPLX
6.17%
▲ 21.90%
1
Open
Sep 11, 2024
NEXTracker, Inc. Class A
5.16%
▲ 23.47%
1
Open
Sep 11, 2024
Shopify
9.51%
▲ 44.51%
1
Open
Sep 11, 2024