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Fidelity - New Portfolio

Anthony Dulac

Fidelity
Individual Investor
Ranked #416,456 out of 788,370 TipRanks' Investors
Success Rate
50%
1 out of 2
profitable transactions
Average Return
3.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.92%
6-Month Return-
12-Month Return-
YTD Return▲ 0.02%
Total Return▲ 2.83%

Best Trade

Opened at
Closed at-
Gain▲ 15.12%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.80%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.49%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.23%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 4.53%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 4.58%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 4.83%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 1.80%
▲ 9.99%▼ 0.89%▲ 1.49%
▲ 26.03%▲ 5.96%▲ 4.23%
▲ 5.94%▼ 2.41%▼ 4.53%
▲ 5.25%▲ 2.69%▼ 4.58%
▼ 10.49%▼ 0.31%▲ 4.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enact Holdings
50%
▼ 8.81%
1
Open
Sep 14, 2024
Nvidia
50%
▲ 15.12%
1
Open
Sep 14, 2024