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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #326,061 out of 796,015 TipRanks' Investors
Success Rate
50%
72 out of 145
profitable transactions
Average Return
1.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.21%
6-Month Return▲ 10.38%
12-Month Return▲ 36.20%
YTD Return▲ 2.16%
Total Return▲ 27.38%

Best Trade

Opened at
Closed at
Gain▲ 81.38%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 1.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.22%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 13.49%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.58%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.41%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.52%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.05%
Mar 2025
▼ 6.04%
▼ 3.89%
▼ 2.68%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▼ 1.15%
▲ 10.00%▼ 0.89%▲ 2.22%
▲ 25.98%▲ 5.96%▲ 13.49%
▲ 5.34%▼ 2.41%▼ 3.58%
▲ 5.99%▲ 2.69%▲ 3.41%
▼ 12.86%▼ 1.27%▼ 0.52%
▼ 1.80%▼ 5.57%▲ 2.05%
▼ 6.04%▼ 3.89%▼ 2.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walmart
▲ 45.43%
4
Close
Apr 11, 2025
Vanguard S&P 500 ETF
13.42%
▼ 5.34%
8
Buy
Apr 03, 2025
ProShares UltraPro S&P500
4.49%
▼ 11.88%
3
Buy
Apr 03, 2025
JPMorgan Chase
5.04%
▲ 2.47%
2
Buy
Apr 03, 2025
Alphabet Class C
10.3%
▼ 6.62%
10
Buy
Apr 01, 2025
Tesla
▲ 22.86%
4
Close
Mar 25, 2025
Dell Technologies
4.32%
▼ 28.24%
4
Buy
Mar 25, 2025
Strategy
▲ 20.87%
3
Close
Mar 25, 2025
Taseko Mines
▲ 29.49%
6
Close
Mar 21, 2025
Abercrombie Fitch
7.12%
▼ 16.04%
7
Buy
Mar 21, 2025
Eli Lilly & Co
5.19%
▼ 4.34%
3
Buy
Mar 21, 2025
GraniteShares 2x Long DELL Daily ETF
▲ 2.06%
2
Close
Mar 19, 2025
Crown Castle
▼ 7.59%
4
Close
Mar 11, 2025
SPDR Gold MiniShares Trust
▲ 12.93%
3
Close
Mar 11, 2025
Johnson & Johnson
▲ 11.51%
4
Close
Mar 07, 2025
APi Group
4.39%
▲ 2.90%
6
Buy
Mar 07, 2025
SoFi Technologies
3.16%
▲ 8.00%
11
Buy
Mar 06, 2025
Snowflake
4.65%
▼ 3.41%
4
Buy
Mar 06, 2025
Exxon Mobil
4.48%
▼ 2.39%
7
Buy
Mar 05, 2025
Advanced Micro Devices
6.18%
▼ 13.56%
6
Buy
Mar 05, 2025