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Fidelity - New Portfolio

roopesh

Fidelity
Individual Investor
Ranked #244,764 out of 775,913 TipRanks' Investors
Success Rate
71%
10 out of 14
profitable transactions
Average Return
14.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.67%
6-Month Return-
12-Month Return-
YTD Return▲ 18.92%
Total Return▲ 18.92%

Best Trade

Opened at
Closed at-
Gain▲ 52.34%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.09%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.32%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 13.02%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 0.20%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%▲ 5.09%
▲ 5.38%▼ 0.89%▲ 0.32%
▲ 43.22%▲ 5.96%▲ 13.02%
▼ 5.24%▼ 2.73%▼ 0.20%

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
3.94%
▼ 6.71%
3
Sell
Oct 15, 2024
Advanced Micro Devices
3.83%
▼ 20.45%
2
Sell
Sep 30, 2024
PayPal Holdings
6.07%
▲ 20.28%
2
Buy
Sep 18, 2024
Advance Auto Parts
5.38%
▲ 13.01%
1
Open
Sep 11, 2024
Amazon
7%
▲ 21.89%
1
Open
Sep 11, 2024
Chewy
9.25%
▲ 11.51%
1
Open
Sep 11, 2024
CrowdStrike Holdings
7.86%
▲ 42.90%
1
Open
Sep 11, 2024
Walt Disney
36.73%
▲ 27.41%
1
Open
Sep 11, 2024
MPLX
5.65%
▲ 12.68%
1
Open
Sep 11, 2024
NEXTracker, Inc. Class A
4.35%
▼ 1.79%
1
Open
Sep 11, 2024
Shopify
9.94%
▲ 52.34%
1
Open
Sep 11, 2024