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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #78,129 out of 788,174 TipRanks' Investors
Success Rate
71%
77 out of 108
profitable transactions
Average Return
10.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.57%
6-Month Return▲ 23.73%
12-Month Return▲ 34.44%
YTD Return▲ 7.87%
Total Return▲ 34.86%

Best Trade

Opened at
Closed at-
Gain▲ 141.24%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.66%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.28%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.15%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.22%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 13.49%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.31%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.34%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 3.38%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.66%
▼ 13.14%▲ 2.34%▲ 2.28%
▲ 2.93%▲ 2.10%▼ 1.15%
▲ 9.99%▼ 0.89%▲ 2.22%
▲ 26.03%▲ 5.96%▲ 13.49%
▲ 5.97%▼ 2.41%▼ 3.31%
▲ 5.25%▲ 2.69%▲ 4.34%
▼ 9.08%▲ 1.42%▲ 3.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
7.75%
▲ 6.29%
7
Buy
Feb 20, 2025
SoFi Technologies
2.61%
▲ 63.08%
9
Sell
Feb 20, 2025
Vanguard S&P 500 ETF
6.87%
▲ 18.87%
2
Buy
Feb 20, 2025
DraftKings
▲ 23.97%
2
Close
Feb 20, 2025
Advanced Micro Devices
4.73%
▼ 5.41%
3
Buy
Feb 20, 2025
Strategy
4.26%
0.00%
1
Open
Feb 20, 2025
Edison International
3.71%
0.00%
1
Open
Feb 20, 2025
Lockheed Martin
7.92%
▼ 6.70%
5
Buy
Feb 18, 2025
Walmart
▲ 81.39%
2
Close
Feb 18, 2025
APi Group
4.24%
▲ 18.34%
5
Buy
Feb 18, 2025
GraniteShares 1.5x Short NVDA Daily ETF
▲ 4.17%
4
Close
Feb 13, 2025
Marathon Digital Holdings
2.09%
▲ 8.21%
9
Open
Feb 11, 2025
Exelon
▲ 9.49%
4
Close
Feb 11, 2025
GraniteShares 1.5x Long NVDA Daily ETF
▲ 5.77%
4
Close
Feb 07, 2025
Boeing
▲ 6.16%
6
Close
Jan 28, 2025
Abercrombie Fitch
5.7%
▼ 3.70%
5
Buy
Jan 28, 2025
Vanguard S&P 500 Value ETF
4.05%
▲ 3.26%
3
Buy
Jan 15, 2025
Exxon Mobil
3.94%
▲ 4.03%
6
Buy
Jan 13, 2025
Sunnova Energy International
▲ 19.34%
5
Close
Jan 07, 2025
Taseko Mines
3.28%
▲ 24.27%
5
Buy
Dec 23, 2024