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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #31,468 out of 852,026 TipRanks' Investors
Success Rate
83%
138 out of 167
profitable transactions
Average Return
23.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.83%
6-Month Return▲ 51.77%
12-Month Return▲ 110.25%
YTD Return▲ 5.11%
Total Return▲ 170.40%

Best Trade

Opened at
Closed at-
Gain▲ 113.66%

Bio

Performance

18.37%0-18.37%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 3.88%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 5.36%
Dec 2025
▲ 5.68%
▲ 1.47%
▲ 5.11%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▲ 3.88%
▼ 0.10%▲ 0.08%▲ 5.36%
▲ 5.68%▲ 1.47%▲ 5.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
APi Group
10.21%
▲ 68.60%
7
Buy
Dec 15, 2025
Costco
4.2%
▲ 9.41%
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
1.58%
▲ 3.82%
4
Open
Aug 13, 2025
Eli Lilly & Co
18.52%
▲ 39.80%
7
Buy
Aug 13, 2025
Apple
10.43%
▲ 23.26%
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
2.41%
▼ 35.86%
1
Open
Jul 25, 2025
Lockheed Martin
8.49%
▲ 41.93%
6
Buy
Jul 23, 2025
Berkshire Hathaway B
2.15%
▲ 0.89%
1
Open
Jul 14, 2025
Taseko Mines
▲ 27.69%
8
Close
Jul 11, 2025
Exxon Mobil
▲ 7.18%
9
Close
Jul 09, 2025
PepsiCo
3.43%
▲ 20.21%
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