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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #77,932 out of 769,291 TipRanks' Investors
Success Rate
73%
55 out of 75
profitable transactions
Average Return
11.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.01%
6-Month Return▲ 25.38%
12-Month Return-
YTD Return▲ 26.04%
Total Return▲ 26.04%

Best Trade

Opened at
Closed at-
Gain▲ 132.71%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 7.38%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.62%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.34%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.65%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.28%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.15%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.29%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 10.54%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.38%
▲ 11.46%▲ 5.06%▲ 7.62%
▼ 2.25%▲ 3.53%▲ 4.34%
▲ 25.72%▲ 1.21%▲ 3.65%
▼ 4.22%▲ 2.34%▲ 2.28%
▲ 7.82%▲ 2.10%▼ 1.15%
▲ 5.70%▼ 0.89%▲ 2.29%
▲ 37.60%▲ 4.40%▲ 10.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boeing
10.42%
▼ 17.96%
5
Buy
Nov 21, 2024
Marathon Digital Holdings
▲ 9.93%
8
Close
Nov 20, 2024
Lockheed Martin
7.9%
▲ 10.02%
3
Buy
Nov 19, 2024
APi Group
3.88%
▲ 9.19%
4
Buy
Nov 18, 2024
SelectQuote
▲ 21.59%
3
Close
Nov 15, 2024
Snowflake
4.97%
▲ 14.03%
3
Buy
Nov 13, 2024
SoFi Technologies
10.89%
▲ 67.92%
6
Buy
Nov 12, 2024
Archer Daniels Midland
▼ 8.97%
6
Close
Nov 05, 2024
Lululemon Athletica
▼ 4.97%
2
Close
Nov 04, 2024
Abercrombie Fitch
9.28%
▲ 2.55%
2
Buy
Nov 04, 2024
Smith & Wesson Brands
▲ 4.36%
2
Close
Oct 29, 2024
Kenvue, Inc.
7%
▲ 17.90%
3
Buy
Oct 28, 2024
Exelon
1.35%
▼ 2.10%
1
Open
Oct 15, 2024
Schwab US Dividend Equity ETF
0.77%
▲ 2.71%
1
Open
Oct 04, 2024
SPDR Gold MiniShares Trust
2.34%
▲ 3.38%
2
Buy
Oct 02, 2024
Crown Castle
5.7%
▼ 5.29%
2
Buy
Sep 30, 2024
Exxon Mobil
3.19%
▲ 10.17%
5
Buy
Sep 10, 2024
Marvell
▲ 3.39%
6
Close
Aug 29, 2024
Vanguard S&P 500 Value ETF
3.44%
▲ 4.80%
2
Buy
Aug 29, 2024
Health Care Select Sector SPDR Fund
1.26%
▼ 6.54%
1
Open
Aug 21, 2024