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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #60,717 out of 813,701 TipRanks' Investors
Success Rate
75%
124 out of 165
profitable transactions
Average Return
14.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.22%
6-Month Return▲ 46.85%
12-Month Return▲ 75.62%
YTD Return▲ 54.99%
Total Return▲ 92.70%

Best Trade

Opened at
Closed at
Gain▲ 110.39%

Bio

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 3.44%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.52%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.04%
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
▲ 27.89%
▲ 2.30%
▲ 11.05%
Jul 2025
▲ 6.85%
▲ 1.80%
▲ 6.98%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.44%
▼ 12.86%▼ 1.27%▼ 0.52%
▼ 1.80%▼ 5.57%▲ 2.04%
▲ 1.84%▼ 0.87%▲ 4.75%
▲ 12.20%▲ 6.28%▲ 11.11%
▲ 6.24%▲ 5.14%▲ 6.75%
▲ 27.89%▲ 2.30%▲ 11.05%
▲ 6.85%▲ 1.80%▲ 6.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SelectQuote
2.51%
▲ 12.15%
4
Open
Aug 13, 2025
Eli Lilly & Co
14.53%
▼ 5.62%
7
Buy
Aug 13, 2025
Apple
10.8%
▲ 16.36%
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
3.81%
▼ 12.40%
1
Open
Jul 25, 2025
Lockheed Martin
6.8%
▼ 3.52%
6
Buy
Jul 23, 2025
Berkshire Hathaway B
2.47%
▲ 0.19%
1
Open
Jul 14, 2025
Taseko Mines
▲ 27.69%
8
Close
Jul 11, 2025
Liberty Media Liberty Formula One
2.3%
▼ 4.80%
1
Open
Jul 10, 2025
Exxon Mobil
▲ 7.17%
9
Close
Jul 09, 2025
PepsiCo
3.9%
▲ 15.42%
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
10.11%
▲ 60.08%
7
Buy
May 15, 2025
ProShares UltraPro S&P500
▼ 4.55%
4
Close
Apr 30, 2025