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Fidelity Account - New Portfolio

Joseph Kohrs

Fidelity Account
Individual Investor
Ranked #436,824 out of 775,913 TipRanks' Investors
Success Rate
13%
2 out of 15
profitable transactions
Average Return
-3.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.85%
6-Month Return-
12-Month Return-
YTD Return▼ 4.85%
Total Return▼ 4.85%

Best Trade

Opened at
Closed at-
Gain▲ 3.31%

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

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%
Oct 2024
▲ 43.22%
▲ 5.96%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.85%
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%
▲ 43.22%▲ 5.96%
▲ 3.34%▼ 1.56%▼ 4.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
11.33%
▼ 1.70%
3
Buy
Dec 17, 2024
Amazon
16.81%
▼ 2.70%
1
Open
Dec 17, 2024
Bristol-Myers Squibb
10.71%
▼ 0.56%
1
Open
Dec 17, 2024
Capital Income Builder Cl A Shs
25.68%
▼ 5.53%
1
Open
Dec 17, 2024
Verizon
14.92%
▼ 2.08%
1
Open
Dec 17, 2024
Wells Fargo
13.15%
▼ 0.66%
1
Open
Dec 17, 2024
Advanced Micro Devices
1.56%
▼ 13.98%
1
Open
Dec 06, 2024
Microsoft
1.86%
▼ 1.57%
1
Open
Dec 06, 2024
Wix
0.91%
▲ 0.77%
1
Open
Dec 06, 2024
Vanguard S&P 500 ETF
1.63%
▼ 2.47%
1
Open
Dec 06, 2024
Taiwan Semiconductor Manufacturing
0.52%
▼ 2.62%
1
Open
Dec 06, 2024
First Solar
0.48%
▼ 6.08%
1
Open
Dec 06, 2024
Meta Platforms
0.44%
▼ 6.10%
1
Open
Dec 06, 2024