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Fidelity - New Portfolio
roopesh
FidelityIndividual Investor
Ranked #165,941 out of 788,370 TipRanks' Investors
Success Rate
13 out of 15
profitable transactions
profitable transactions
Average Return
15.70%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.52%
6-Month Return-
12-Month Return-
YTD Return▲ 2.37%
Total Return▲ 19.99%
Best Trade
Bio
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.09%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.32%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 13.02%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.63%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.32%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.87%
Feb 2025
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 5.09%
▲ 9.99%▼ 0.89%▲ 0.32%
▲ 26.03%▲ 5.96%▲ 13.02%
▲ 5.97%▼ 2.41%▼ 1.63%
▲ 5.25%▲ 2.69%▲ 4.32%
▼ 9.08%▲ 1.42%▼ 1.87%
Recent Activity
Dollar General
5.07%
▲ 2.21%
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
4.24%
▲ 1.60%
3
Sell
Oct 15, 2024
Advanced Micro Devices
3.51%
▼ 26.04%
2
Sell
Sep 30, 2024
PayPal Holdings
5.16%
▲ 3.47%
2
Buy
Sep 18, 2024
Advance Auto Parts
5.3%
▲ 13.42%
1
Open
Sep 11, 2024
Amazon
6.65%
▲ 17.37%
1
Open
Sep 11, 2024
Chewy
9.5%
▲ 16.14%
1
Open
Sep 11, 2024
CrowdStrike Holdings
8.71%
▲ 60.41%
1
Open
Sep 11, 2024
Walt Disney
35.16%
▲ 23.58%
1
Open
Sep 11, 2024
MPLX
6.29%
▲ 29.60%
1
Open
Sep 11, 2024
Shopify
10.4%
▲ 61.58%
1
Open
Sep 11, 2024