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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #37,203 out of 859,217 TipRanks' Investors
Success Rate
81%
137 out of 169
profitable transactions
Average Return
23.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.74%
6-Month Return▲ 7.67%
12-Month Return▲ 81.96%
YTD Return▼ 9.94%
Total Return▲ 131.67%

Best Trade

Opened at
Closed at
Gain▲ 110.39%

Bio

Performance

18.37%0-18.37%
▲ 12.88%
▲ 3.56%
▲ 6.69%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 18.37%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.87%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 5.36%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.33%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.73%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 9.71%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 7.23%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.69%
▲ 10.96%▲ 2.38%▲ 18.37%
▼ 3.68%▲ 0.19%▲ 3.87%
▼ 0.10%▲ 0.08%▲ 5.36%
▲ 4.06%▲ 1.47%▼ 1.33%
▼ 1.12%▼ 0.86%▼ 5.73%
▲ 0.60%▼ 4.94%▼ 9.71%
▲ 10.48%▲ 6.78%▲ 7.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lockheed Martin
▲ 39.55%
7
Close
Feb 06, 2026
Palantir Technologies
9.24%
▼ 0.15%
1
Open
Feb 06, 2026
Salesforce
3.89%
▼ 9.60%
1
Open
Feb 05, 2026
PepsiCo
▲ 27.43%
2
Close
Feb 03, 2026
APi Group
11.35%
▲ 84.37%
7
Buy
Dec 15, 2025
Costco
4.43%
▲ 13.43%
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
0.83%
▼ 7.17%
4
Open
Aug 13, 2025
Eli Lilly & Co
16.76%
▲ 24.55%
7
Buy
Aug 13, 2025
Apple
10.58%
▲ 23.16%
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
1.93%
▼ 49.42%
1
Open
Jul 25, 2025
Berkshire Hathaway B
2.17%
▲ 0.26%
1
Open
Jul 14, 2025
Taseko Mines
▲ 27.69%
8
Close
Jul 11, 2025
Exxon Mobil
▲ 7.18%
9
Close
Jul 09, 2025
Snowflake
▲ 31.86%
5
Close
May 23, 2025
Nvidia
▲ 26.14%
2
Close
May 21, 2025