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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #41,410 out of 863,246 TipRanks' Investors
Success Rate
81%
137 out of 169
profitable transactions
Average Return
25.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.43%
6-Month Return▲ 2.39%
12-Month Return▲ 66.69%
YTD Return▼ 5.74%
Total Return▲ 142.47%

Best Trade

Opened at
Closed at-
Gain▲ 143.10%

Bio

Performance

18.37%0-18.37%
▲ 10.96%
▲ 2.38%
▲ 18.37%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.87%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 5.36%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.33%
Jan 2026
▼ 1.27%
▼ 0.86%
▼ 5.65%
Feb 2026
▼ 0.14%
▼ 4.94%
▼ 9.93%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 10.47%
Apr 2026
▲ 6.90%
▲ 2.10%
▲ 1.76%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 18.37%
▼ 3.68%▲ 0.19%▲ 3.87%
▼ 0.10%▲ 0.08%▲ 5.36%
▲ 4.06%▲ 1.47%▼ 1.33%
▼ 1.27%▼ 0.86%▼ 5.65%
▼ 0.14%▼ 4.94%▼ 9.93%
▲ 16.06%▲ 10.51%▲ 10.47%
▲ 6.90%▲ 2.10%▲ 1.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lockheed Martin
▲ 39.55%
7
Close
Feb 06, 2026
Palantir Technologies
8.68%
▼ 0.47%
1
Open
Feb 06, 2026
Salesforce
3.84%
▼ 5.32%
1
Open
Feb 05, 2026
PepsiCo
▲ 27.43%
2
Close
Feb 03, 2026
APi Group
9.67%
▲ 66.85%
7
Buy
Dec 15, 2025
Costco
4.68%
▲ 27.52%
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
1.1%
▼ 2.43%
4
Open
Aug 13, 2025
Eli Lilly & Co
17.47%
▲ 38.14%
7
Buy
Aug 13, 2025
Apple
11.5%
▲ 33.09%
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
1.9%
▼ 47.28%
1
Open
Jul 25, 2025
Berkshire Hathaway B
2.05%
▲ 0.87%
1
Open
Jul 14, 2025
Taseko Mines
▲ 27.69%
8
Close
Jul 11, 2025
Exxon Mobil
▲ 7.17%
9
Close
Jul 09, 2025
Snowflake
▲ 31.86%
5
Close
May 23, 2025
Nvidia
▲ 26.14%
2
Close
May 21, 2025