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Fidelity - New Portfolio

roopesh

Fidelity
Individual Investor
Ranked #430,234 out of 794,582 TipRanks' Investors
Success Rate
50%
11 out of 22
profitable transactions
Average Return
-1.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.92%
6-Month Return▼ 4.63%
12-Month Return-
YTD Return▼ 14.56%
Total Return▲ 0.15%

Best Trade

Opened at
Closed at-
Gain▲ 26.86%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 5.09%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 13.02%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.63%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 4.32%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.81%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.46%
Mar 2025
▼ 17.84%
▼ 9.67%
▼ 9.95%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 5.09%
▲ 10.00%▼ 0.89%▲ 0.32%
▲ 26.01%▲ 5.96%▲ 13.02%
▲ 5.33%▼ 2.41%▼ 1.63%
▲ 5.87%▲ 2.69%▲ 4.32%
▼ 12.86%▼ 1.27%▼ 3.81%
▼ 1.80%▼ 5.57%▼ 5.46%
▼ 17.84%▼ 9.67%▼ 9.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chewy
▲ 4.23%
2
Close
Apr 05, 2025
Shopify
0.03%
▲ 7.51%
2
Sell
Apr 05, 2025
AES
5.15%
▼ 13.13%
1
Open
Mar 28, 2025
Microsoft
▲ 0.48%
2
Close
Mar 27, 2025
Nike
5.2%
▼ 15.73%
1
Open
Mar 21, 2025
CrowdStrike Holdings
16.99%
▲ 7.51%
2
Buy
Mar 17, 2025
PayPal Holdings
5.12%
▼ 3.90%
4
Open
Mar 15, 2025
Tesla
▲ 4.38%
2
Close
Mar 13, 2025
MongoDB
4.97%
▼ 21.11%
1
Open
Mar 11, 2025
Advance Auto Parts
▼ 7.54%
2
Close
Mar 01, 2025
Dollar General
7.55%
▲ 23.44%
1
Open
Feb 18, 2025
NEXTracker, Inc. Class A
▲ 10.73%
2
Close
Jan 27, 2025
Fidelity Wise Origin Bitcoin Fund
▲ 16.38%
2
Close
Oct 15, 2024
Hawaiian Electric
4.84%
▼ 5.86%
3
Sell
Oct 15, 2024
Advanced Micro Devices
3.35%
▼ 42.77%
2
Sell
Sep 30, 2024
Amazon
6.47%
▼ 7.33%
1
Open
Sep 11, 2024
Walt Disney
33.3%
▼ 5.00%
1
Open
Sep 11, 2024
MPLX
7.04%
▲ 17.71%
1
Open
Sep 11, 2024