Fidelity - New Portfolio

roopesh

Fidelity
Individual Investor
Ranked #249,992 out of 764,830 TipRanks' Investors
Success Rate
71%
10 out of 14
profitable transactions
Average Return
5.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.06%
6-Month Return-
12-Month Return-
YTD Return▲ 7.02%
Total Return▲ 7.02%

Best Trade

Opened at
Closed at-
Gain▲ 17.89%

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
▼ 4.21%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.09%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.32%
Oct 2024
▼ 3.18%
▲ 0.21%
▲ 1.51%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.21%▲ 2.34%
▲ 7.82%▲ 2.10%▲ 5.09%
▲ 6.02%▼ 0.89%▲ 0.32%
▼ 3.18%▲ 0.21%▲ 1.51%

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
4.68%
▼ 1.99%
3
Sell
Oct 15, 2024
Advanced Micro Devices
5.07%
▼ 6.11%
2
Sell
Sep 30, 2024
PayPal Holdings
6.16%
▲ 7.86%
2
Buy
Sep 18, 2024
Advance Auto Parts
5.26%
▼ 2.75%
1
Open
Sep 11, 2024
Amazon
6.92%
▲ 6.10%
1
Open
Sep 11, 2024
Chewy
8.92%
▼ 4.63%
1
Open
Sep 11, 2024
CrowdStrike Holdings
7.44%
▲ 17.89%
1
Open
Sep 11, 2024
Walt Disney
35.32%
▲ 8.46%
1
Open
Sep 11, 2024
MPLX
6.05%
▲ 3.48%
1
Open
Sep 11, 2024
NEXTracker, Inc. Class A
6.08%
▲ 17.24%
1
Open
Sep 11, 2024
Shopify
8.09%
▲ 9.68%
1
Open
Sep 11, 2024