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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #83,949 out of 781,066 TipRanks' Investors
Success Rate
70%
69 out of 99
profitable transactions
Average Return
10.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.99%
6-Month Return▲ 16.96%
12-Month Return-
YTD Return▲ 3.62%
Total Return▲ 29.05%

Best Trade

Opened at
Closed at-
Gain▲ 155.81%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.34%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.65%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.28%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.22%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 13.49%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.69%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.62%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.34%
▲ 8.13%▲ 1.21%▲ 3.65%
▼ 13.14%▲ 2.34%▲ 2.28%
▲ 2.93%▲ 2.10%▼ 1.15%
▲ 10.00%▼ 0.89%▲ 2.22%
▲ 26.04%▲ 5.96%▲ 13.49%
▲ 5.93%▼ 2.41%▼ 3.69%
▲ 9.79%▲ 0.95%▲ 3.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
2.84%
▲ 2.55%
1
Open
Jan 16, 2025
Vanguard S&P 500 Value ETF
4.39%
▲ 1.01%
3
Buy
Jan 15, 2025
Exxon Mobil
4.38%
▲ 3.54%
6
Buy
Jan 13, 2025
Abercrombie Fitch
4.07%
▲ 6.62%
4
Open
Jan 13, 2025
SoFi Technologies
4.5%
▲ 72.94%
8
Sell
Jan 10, 2025
Sunnova Energy International
▲ 19.34%
5
Close
Jan 07, 2025
GraniteShares 1.5x Long NVDA Daily ETF
▲ 11.51%
2
Close
Dec 26, 2024
Taseko Mines
3.54%
▲ 16.06%
5
Buy
Dec 23, 2024
Johnson & Johnson
5.96%
▼ 2.42%
2
Buy
Dec 13, 2024
Eli Lilly & Co
3.96%
▼ 5.96%
2
Buy
Dec 13, 2024
DraftKings
2.45%
▼ 1.48%
1
Open
Dec 13, 2024
GraniteShares 1.5x Short NVDA Daily ETF
▲ 11.11%
2
Close
Dec 10, 2024
Schwab US Dividend Equity ETF
1.53%
▼ 0.88%
2
Buy
Dec 09, 2024
Crown Castle
5.11%
▼ 13.81%
3
Buy
Dec 06, 2024
Alphabet Class C
6.16%
▲ 13.54%
5
Buy
Dec 06, 2024
Exelon
3.07%
▲ 1.89%
3
Buy
Dec 06, 2024
Kenvue, Inc.
▲ 13.35%
4
Close
Dec 04, 2024
Boeing
10.67%
▲ 2.16%
5
Buy
Nov 21, 2024
Marathon Digital Holdings
▲ 9.93%
8
Close
Nov 20, 2024
Lockheed Martin
6.38%
▲ 0.15%
3
Buy
Nov 19, 2024