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fidelity - New Portfolio

Randy

fidelity
Individual Investor
Ranked #333,346 out of 775,923 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
4.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.30%
6-Month Return-
12-Month Return-
YTD Return▲ 6.91%
Total Return▲ 6.91%

Best Trade

Opened at
Closed at-
Gain▲ 44.94%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.98%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 0.07%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.38%▼ 0.89%▼ 1.05%
▲ 43.22%▲ 5.96%▲ 7.98%
▲ 3.34%▼ 1.56%▲ 0.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SoundHound AI, Inc Class A
0%
▲ 44.94%
1
Open
Dec 06, 2024
Arch Capital Group
0%
▼ 15.21%
1
Open
Oct 03, 2024
Pentair
0%
▲ 6.95%
1
Open
Oct 03, 2024
Microsoft
0%
▲ 5.03%
1
Open
Oct 03, 2024
Qualcomm
0%
▼ 9.62%
1
Open
Sep 30, 2024
Power Solutions
48.14%
▲ 11.63%
1
Open
Sep 29, 2024
Blue Bird
16.52%
▼ 17.91%
1
Open
Sep 29, 2024
Nvidia
35.33%
▲ 10.93%
1
Open
Sep 29, 2024
Ares Capital
0%
▲ 4.37%
1
Open
Sep 29, 2024