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Fidelity Account - New Portfolio
Joseph Kohrs
Fidelity AccountIndividual Investor
Ranked #442,907 out of 793,704 TipRanks' Investors
Success Rate
4 out of 17
profitable transactions
profitable transactions
Average Return
-11.26%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.03%
6-Month Return-
12-Month Return-
YTD Return▼ 6.78%
Total Return▼ 12.01%
Best Trade
Bio
This portfolio is a copy of my Fidelity account. Feel free to look at my investments in the future for tips on either how to invest or how not to invest.
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
―
Sep 2024
▲ 10.00%
▼ 0.89%
―
Oct 2024
▲ 26.01%
▲ 5.96%
―
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.62%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.00%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 5.03%
Mar 2025
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%―
▲ 10.00%▼ 0.89%―
▲ 26.01%▲ 5.96%―
▲ 5.33%▼ 2.41%▼ 5.62%
▲ 5.89%▲ 2.69%▲ 3.33%
▼ 12.86%▼ 1.27%▼ 5.00%
▲ 3.73%▼ 4.27%▼ 5.03%
Recent Activity
Oracle
0.45%
▼ 19.69%
1
Open
Feb 19, 2025
Advanced Micro Devices
1.65%
▼ 15.53%
2
Buy
Jan 31, 2025
Nvidia
9.37%
▼ 18.67%
3
Buy
Dec 17, 2024
Amazon
15.06%
▼ 12.89%
1
Open
Dec 17, 2024
Bristol-Myers Squibb
11.01%
▲ 3.30%
1
Open
Dec 17, 2024
Capital Income Builder Cl A Shs
26.96%
▲ 3.58%
1
Open
Dec 17, 2024
Verizon
16.81%
▲ 12.20%
1
Open
Dec 17, 2024
Wells Fargo
13.51%
▲ 2.58%
1
Open
Dec 17, 2024
Microsoft
1.66%
▼ 11.77%
1
Open
Dec 06, 2024
Wix
0.72%
▼ 20.85%
1
Open
Dec 06, 2024
Vanguard S&P 500 ETF
1.56%
▼ 6.11%
1
Open
Dec 06, 2024
TSMC
0.44%
▼ 16.67%
1
Open
Dec 06, 2024
First Solar
0.33%
▼ 34.81%
1
Open
Dec 06, 2024
Meta Platforms
0.45%
▼ 3.23%
1
Open
Dec 06, 2024