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Fidelity - New Portfolio
roopesh
FidelityIndividual Investor
Ranked #458,827 out of 747,498 TipRanks' Investors
Success Rate
41 out of 78
profitable transactions
profitable transactions
Average Return
-1.34%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.47%
6-Month Return▼ 11.75%
12-Month Return▼ 4.63%
YTD Return▼ 13.53%
Total Return▼ 16.47%
Best Trade
Bio
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 7.92%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.89%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 4.30%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 10.67%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.67%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 4.63%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.53%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 1.01%
Jul 2024
▲ 5.14%▲ 4.57%▲ 7.92%
▼ 1.87%▲ 1.59%▼ 4.89%
▲ 14.08%▲ 5.22%▼ 4.30%
▲ 5.05%▲ 3.27%▲ 10.67%
▼ 12.40%▼ 4.03%▼ 6.67%
▲ 11.46%▲ 5.06%▼ 4.63%
▼ 2.25%▲ 3.53%▼ 4.53%
▲ 25.65%▲ 0.88%▲ 1.01%
Recent Activity
MPLX
0%
▲ 1.99%
1
Open
Jun 22, 2024
The Estée Lauder Companies
0%
▼ 10.48%
1
Open
Jun 19, 2024
Stanley Black & Decker
100%
▲ 2.38%
3
Open
Oct 17, 2023
PayPal Holdings
―
▼ 39.66%
6
Close
Sep 14, 2023
Uber Technologies
―
▲ 28.25%
10
Close
Sep 14, 2023
Walt Disney
―
▼ 41.28%
5
Close
Sep 14, 2023
Crown Castle
―
▼ 7.24%
4
Close
Sep 14, 2023
Amazon
―
▲ 12.11%
5
Close
Sep 14, 2023
DocuSign
―
▼ 14.88%
5
Close
Sep 14, 2023
Meta Platforms
―
▲ 3.81%
3
Close
Sep 14, 2023
Block
―
▼ 24.39%
2
Close
Sep 14, 2023
Shopify
―
▼ 5.74%
2
Close
Sep 14, 2023
Truist Financial
―
▼ 10.70%
2
Close
Sep 14, 2023
Verizon
―
▲ 0.29%
2
Close
Sep 14, 2023
Bristol-Myers Squibb
―
▼ 3.67%
3
Close
Aug 29, 2023
STMicroelectronics
―
▲ 5.45%
2
Close
Aug 29, 2023
CrowdStrike Holdings
―
▲ 3.45%
2
Close
Aug 29, 2023
Backblaze
―
▼ 8.40%
2
Close
Aug 25, 2023
NCR Voyix
―
▲ 10.32%
2
Close
Aug 25, 2023
Foot Locker
―
▼ 32.85%
2
Close
Aug 24, 2023