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Fidelity - New Portfolio

roopesh

Fidelity
Individual Investor
Ranked #172,591 out of 769,002 TipRanks' Investors
Success Rate
86%
12 out of 14
profitable transactions
Average Return
13.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.10%
6-Month Return-
12-Month Return-
YTD Return▲ 16.25%
Total Return▲ 16.25%

Best Trade

Opened at
Closed at-
Gain▲ 45.33%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.09%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.32%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 10.26%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%▲ 5.09%
▲ 5.70%▼ 0.89%▲ 0.32%
▲ 23.63%▲ 3.84%▲ 10.26%

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
4.16%
▼ 1.14%
3
Sell
Oct 15, 2024
Advanced Micro Devices
4.38%
▼ 8.18%
2
Sell
Sep 30, 2024
PayPal Holdings
5.87%
▲ 16.98%
2
Buy
Sep 18, 2024
Advance Auto Parts
4.75%
▲ 0.31%
1
Open
Sep 11, 2024
Amazon
6.13%
▲ 9.95%
1
Open
Sep 11, 2024
Chewy
9.76%
▲ 14.48%
1
Open
Sep 11, 2024
CrowdStrike Holdings
7.7%
▲ 38.11%
1
Open
Sep 11, 2024
Walt Disney
37.31%
▲ 29.37%
1
Open
Sep 11, 2024
MPLX
5.72%
▲ 13.40%
1
Open
Sep 11, 2024
NEXTracker, Inc. Class A
4.59%
▲ 5.03%
1
Open
Sep 11, 2024
Shopify
9.64%
▲ 45.33%
1
Open
Sep 11, 2024