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Fidelity Account - New Portfolio
Joseph Kohrs
Fidelity AccountIndividual Investor
Ranked #481,929 out of 785,038 TipRanks' Investors
Success Rate
7 out of 16
profitable transactions
profitable transactions
Average Return
-1.65%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.93%
6-Month Return-
12-Month Return-
YTD Return▲ 1.56%
Total Return▼ 4.21%
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
26.04%0-26.04%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
―
Sep 2024
▲ 9.99%
▼ 0.89%
―
Oct 2024
▲ 26.04%
▲ 5.96%
―
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 5.68%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 0.71%
Jan 2025
▼ 13.09%
▲ 0.40%
▲ 0.84%
Feb 2025
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%―
▲ 9.99%▼ 0.89%―
▲ 26.04%▲ 5.96%―
▲ 5.91%▼ 2.41%▼ 5.68%
▲ 4.65%▲ 2.69%▲ 0.71%
▼ 13.09%▲ 0.40%▲ 0.84%
Recent Activity
Advanced Micro Devices
1.62%
▼ 12.75%
2
Buy
Jan 31, 2025
Nvidia
10.6%
▼ 6.09%
3
Buy
Dec 17, 2024
Amazon
16.62%
▲ 3.32%
1
Open
Dec 17, 2024
Bristol-Myers Squibb
10.31%
▲ 0.70%
1
Open
Dec 17, 2024
Capital Income Builder Cl A Shs
26.11%
▼ 1.03%
1
Open
Dec 17, 2024
Verizon
14.47%
▼ 0.32%
1
Open
Dec 17, 2024
Wells Fargo
14.63%
▲ 14.98%
1
Open
Dec 17, 2024
Microsoft
1.69%
▼ 6.26%
1
Open
Dec 06, 2024
Wix
0.88%
▲ 1.41%
1
Open
Dec 06, 2024
Vanguard S&P 500 ETF
1.6%
▲ 0.10%
1
Open
Dec 06, 2024
TSMC
0.52%
▲ 3.94%
1
Open
Dec 06, 2024
First Solar
0.43%
▼ 13.66%
1
Open
Dec 06, 2024
Meta Platforms
0.52%
▲ 14.24%
1
Open
Dec 06, 2024