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fidelity - New Portfolio

Randy

fidelity
Individual Investor
Ranked #460,340 out of 788,370 TipRanks' Investors
Success Rate
30%
3 out of 10
profitable transactions
Average Return
-0.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.25%
6-Month Return-
12-Month Return-
YTD Return▼ 4.58%
Total Return▲ 4.66%

Best Trade

Opened at
Closed at-
Gain▲ 58.15%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.15%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.98%
Nov 2024
▲ 5.94%
▼ 2.41%
▲ 2.77%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.70%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 7.99%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%▼ 1.15%
▲ 26.03%▲ 5.96%▲ 7.98%
▲ 5.94%▼ 2.41%▲ 2.77%
▲ 5.25%▲ 2.69%▲ 3.70%
▼ 10.49%▼ 0.31%▼ 7.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BrightSpring Health Services, Inc.
0%
▼ 9.56%
1
Open
Jan 22, 2025
SoundHound AI, Inc Class A
0%
▼ 31.31%
1
Open
Dec 06, 2024
Arch Capital Group
0%
▼ 17.87%
1
Open
Oct 03, 2024
Pentair
0%
▼ 2.27%
1
Open
Oct 03, 2024
Microsoft
0%
▼ 1.61%
1
Open
Oct 03, 2024
Qualcomm
0%
▼ 2.21%
1
Open
Sep 30, 2024
Power Solutions
57.71%
▲ 58.15%
1
Open
Sep 29, 2024
Blue Bird
12.46%
▼ 26.86%
1
Open
Sep 29, 2024
Nvidia
29.84%
▲ 10.70%
1
Open
Sep 29, 2024
Ares Capital
0%
▲ 13.65%
1
Open
Sep 29, 2024