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fidelity - New Portfolio

Randy

fidelity
Individual Investor
Ranked #334,894 out of 781,348 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
11.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.76%
6-Month Return-
12-Month Return-
YTD Return▲ 5.21%
Total Return▲ 15.21%

Best Trade

Opened at
Closed at-
Gain▲ 75.57%

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%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.98%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 2.50%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 5.21%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 1.05%
▲ 26.04%▲ 5.96%▲ 7.98%
▲ 5.93%▼ 2.41%▲ 2.50%
▲ 6.90%▲ 1.96%▲ 5.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BrightSpring Health Services, Inc.
0%
0.00%
1
Open
Jan 22, 2025
SoundHound AI, Inc Class A
0%
▲ 10.06%
1
Open
Dec 06, 2024
Arch Capital Group
0%
▼ 11.58%
1
Open
Oct 03, 2024
Pentair
0%
▲ 10.51%
1
Open
Oct 03, 2024
Microsoft
0%
▲ 3.08%
1
Open
Oct 03, 2024
Qualcomm
0%
▼ 1.12%
1
Open
Sep 30, 2024
Power Solutions
58.1%
▲ 75.57%
1
Open
Sep 29, 2024
Blue Bird
13.55%
▼ 12.30%
1
Open
Sep 29, 2024
Nvidia
28.35%
▲ 15.98%
1
Open
Sep 29, 2024
Ares Capital
0%
▲ 14.09%
1
Open
Sep 29, 2024