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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #31,408 out of 830,069 TipRanks' Investors
Success Rate
81%
134 out of 165
profitable transactions
Average Return
21.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.41%
6-Month Return▲ 67.95%
12-Month Return▲ 98.50%
YTD Return▲ 104.54%
Total Return▲ 154.32%

Best Trade

Opened at
Closed at
Gain▲ 110.39%

Bio

Performance

18.37%0-18.37%
▲ 0.80%
▼ 0.87%
▲ 4.75%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 11.10%
May 2025
▲ 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
▼ 5.03%
▼ 0.35%
▲ 8.19%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 4.75%
▲ 11.63%▲ 6.28%▲ 11.10%
▲ 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%
▼ 5.03%▼ 0.35%▲ 8.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
▲ 83.70%
8
Close
Oct 06, 2025
Liberty Media Liberty Formula One
▲ 2.26%
2
Close
Sep 29, 2025
SelectQuote
1.86%
▲ 4.78%
4
Open
Aug 13, 2025
Eli Lilly & Co
22.19%
▲ 48.85%
7
Buy
Aug 13, 2025
Apple
12.55%
▲ 27.70%
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
2.82%
▼ 33.18%
1
Open
Jul 25, 2025
Lockheed Martin
6.84%
▲ 0.87%
6
Buy
Jul 23, 2025
Berkshire Hathaway B
2.57%
▲ 7.33%
1
Open
Jul 14, 2025
Taseko Mines
▲ 27.69%
8
Close
Jul 11, 2025
Exxon Mobil
▲ 7.18%
9
Close
Jul 09, 2025
PepsiCo
3.72%
▲ 14.67%
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
ProShares UltraPro S&P500
▼ 4.55%
4
Close
Apr 30, 2025