tiprankstipranks
Trending News
More News >

Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #31,229 out of 836,051 TipRanks' Investors
Success Rate
83%
138 out of 167
profitable transactions
Average Return
22.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.63%
6-Month Return▲ 64.22%
12-Month Return▲ 121.10%
YTD Return▲ 6.91%
Total Return▲ 175.03%

Best Trade

Opened at
Closed at
Gain▲ 110.39%

Bio

Performance

18.37%0-18.37%
▲ 9.25%
▲ 5.14%
▲ 6.75%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 11.05%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.33%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.69%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 18.37%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 3.88%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 5.36%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 6.91%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 6.75%
▲ 7.60%▲ 2.30%▲ 11.05%
▲ 2.76%▲ 2.05%▲ 3.33%
▲ 12.88%▲ 3.56%▲ 6.69%
▲ 10.96%▲ 2.38%▲ 18.37%
▼ 3.57%▲ 0.19%▲ 3.88%
▼ 0.10%▲ 0.08%▲ 5.36%
▲ 1.08%▲ 1.11%▲ 6.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
APi Group
10.03%
▲ 64.22%
7
Buy
Dec 15, 2025
Costco
4.12%
▲ 6.36%
1
Open
Dec 15, 2025
Advanced Micro Devices
▲ 83.70%
8
Close
Oct 06, 2025
Liberty Media Liberty Formula One
▲ 2.26%
2
Close
Sep 29, 2025
SelectQuote
1.59%
▲ 3.66%
4
Open
Aug 13, 2025
Eli Lilly & Co
19.56%
▲ 46.27%
7
Buy
Aug 13, 2025
Apple
10.5%
▲ 23.15%
5
Buy
Jul 31, 2025
Dell Technologies
▲ 13.24%
5
Close
Jul 29, 2025
Abercrombie Fitch
▲ 4.36%
9
Close
Jul 29, 2025
Alibaba
▲ 11.15%
2
Close
Jul 25, 2025
Archer Aviation
2.94%
▼ 22.30%
1
Open
Jul 25, 2025
Lockheed Martin
7.01%
▲ 16.02%
6
Buy
Jul 23, 2025
Berkshire Hathaway B
2.25%
▲ 4.93%
1
Open
Jul 14, 2025
Taseko Mines
▲ 27.69%
8
Close
Jul 11, 2025
Exxon Mobil
▲ 7.18%
9
Close
Jul 09, 2025
PepsiCo
3.14%
▲ 9.05%
1
Open
Jun 04, 2025
Snowflake
▲ 31.86%
5
Close
May 23, 2025
Nvidia
▲ 26.14%
2
Close
May 21, 2025
MARA Holdings
▲ 9.61%
11
Close
May 20, 2025
Caterpillar
▲ 9.97%
3
Close
May 20, 2025