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Fidelity - New Portfolio

Anthony Dulac

Fidelity
Individual Investor
Ranked #403,523 out of 779,428 TipRanks' Investors
Success Rate
50%
1 out of 2
profitable transactions
Average Return
3.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.00%
6-Month Return-
12-Month Return-
YTD Return▲ 1.46%
Total Return▲ 3.91%

Best Trade

Opened at
Closed at-
Gain▲ 19.99%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.80%
Sep 2024
▲ 10.03%
▼ 0.89%
▲ 1.49%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.23%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 4.89%
Dec 2024
▲ 6.51%
▲ 0.58%
▲ 1.46%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 1.80%
▲ 10.03%▼ 0.89%▲ 1.49%
▲ 26.04%▲ 5.96%▲ 4.23%
▲ 5.96%▼ 2.41%▼ 4.89%
▲ 6.51%▲ 0.58%▲ 1.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enact Holdings
50%
▼ 12.23%
1
Open
Sep 14, 2024
Nvidia
50%
▲ 19.99%
1
Open
Sep 14, 2024