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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #52,552 out of 816,888 TipRanks' Investors
Success Rate
77%
127 out of 165
profitable transactions
Average Return
14.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.72%
6-Month Return▲ 35.14%
12-Month Return▲ 77.11%
YTD Return▲ 52.01%
Total Return▲ 89.00%

Best Trade

Opened at
Closed at
Gain▲ 110.39%

Bio

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 0.52%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.05%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.75%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.11%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.75%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 11.05%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.33%
Aug 2025
▲ 1.52%
▲ 0.34%
▲ 1.55%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 0.52%
▼ 1.80%▼ 5.57%▲ 2.05%
▲ 1.84%▼ 0.87%▲ 4.75%
▲ 12.20%▲ 6.28%▲ 11.11%
▲ 6.24%▲ 5.14%▲ 6.75%
▲ 27.87%▲ 2.30%▲ 11.05%
▲ 4.87%▲ 2.05%▲ 3.33%
▲ 1.52%▲ 0.34%▲ 1.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SelectQuote
2.66%
▲ 14.24%
4
Open
Aug 13, 2025
Eli Lilly & Co
14.94%
▼ 2.12%
7
Buy
Aug 13, 2025
Apple
11.08%
▲ 18.35%
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
3.27%
▼ 24.17%
1
Open
Jul 25, 2025
Lockheed Martin
7.15%
▲ 3.03%
6
Buy
Jul 23, 2025
Berkshire Hathaway B
2.57%
▲ 4.93%
1
Open
Jul 14, 2025
Taseko Mines
▲ 27.69%
8
Close
Jul 11, 2025
Liberty Media Liberty Formula One
2.32%
▼ 2.90%
1
Open
Jul 10, 2025
Exxon Mobil
▲ 7.17%
9
Close
Jul 09, 2025
PepsiCo
3.76%
▲ 13.44%
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
SoFi
▲ 33.96%
12
Close
May 15, 2025
Advanced Micro Devices
8.54%
▲ 36.30%
7
Buy
May 15, 2025
ProShares UltraPro S&P500
▼ 4.55%
4
Close
Apr 30, 2025