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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #97,099 out of 799,733 TipRanks' Investors
Success Rate
68%
102 out of 150
profitable transactions
Average Return
8.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.54%
6-Month Return▲ 23.24%
12-Month Return▲ 43.12%
YTD Return▲ 18.43%
Total Return▲ 47.66%

Best Trade

Opened at
Closed at
Gain▲ 110.39%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 2.22%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 13.49%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 3.58%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.41%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.52%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.05%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 4.44%
Apr 2025
▲ 14.92%
▲ 7.15%
▲ 8.02%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 2.22%
▲ 25.97%▲ 5.96%▲ 13.49%
▲ 5.41%▼ 2.41%▼ 3.58%
▲ 6.02%▲ 2.69%▲ 3.41%
▼ 12.86%▼ 1.27%▼ 0.52%
▼ 1.80%▼ 5.57%▲ 2.05%
▲ 1.76%▼ 0.87%▲ 4.44%
▲ 14.92%▲ 7.15%▲ 8.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SoFi Technologies
▲ 33.96%
12
Close
May 15, 2025
Eli Lilly & Co
8.08%
▼ 2.21%
4
Buy
May 15, 2025
Advanced Micro Devices
8.24%
▲ 5.66%
7
Buy
May 15, 2025
Caterpillar
4.52%
▲ 11.26%
2
Buy
May 15, 2025
ProShares UltraPro S&P500
▼ 4.55%
4
Close
Apr 30, 2025
Vanguard S&P 500 Value ETF
▼ 4.86%
4
Close
Apr 24, 2025
Nvidia
2.6%
▲ 29.58%
1
Open
Apr 16, 2025
Walmart
▲ 45.44%
4
Close
Apr 11, 2025
Vanguard S&P 500 ETF
13.15%
▲ 4.65%
8
Buy
Apr 03, 2025
JPMorgan Chase
5.13%
▲ 17.60%
2
Buy
Apr 03, 2025
Alphabet Class C
9.63%
▼ 2.13%
10
Buy
Apr 01, 2025
Tesla
▲ 22.86%
4
Close
Mar 25, 2025
Dell Technologies
5.11%
▼ 3.54%
4
Buy
Mar 25, 2025
Strategy
▲ 20.87%
3
Close
Mar 25, 2025
Taseko Mines
▲ 29.49%
6
Close
Mar 21, 2025
Abercrombie Fitch
7.08%
▼ 10.34%
7
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