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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #53,109 out of 808,802 TipRanks' Investors
Success Rate
76%
122 out of 160
profitable transactions
Average Return
13.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.07%
6-Month Return▲ 35.69%
12-Month Return▲ 59.22%
YTD Return▲ 40.61%
Total Return▲ 74.82%

Best Trade

Opened at
Closed at
Gain▲ 110.39%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 3.85%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.44%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.52%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.05%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.75%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.11%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.75%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 7.78%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.85%
▲ 6.03%▲ 2.69%▲ 3.44%
▼ 12.86%▼ 1.27%▼ 0.52%
▼ 1.80%▼ 5.57%▲ 2.05%
▲ 1.84%▼ 0.87%▲ 4.75%
▲ 12.20%▲ 6.28%▲ 11.11%
▲ 6.24%▲ 5.14%▲ 6.75%
▲ 14.83%▲ 1.65%▲ 7.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
2.45%
▼ 0.61%
1
Open
Jul 14, 2025
Taseko Mines
▲ 27.69%
8
Close
Jul 11, 2025
Liberty Media Liberty Formula One
2.41%
▼ 0.12%
1
Open
Jul 10, 2025
Exxon Mobil
▲ 7.18%
9
Close
Jul 09, 2025
Alibaba
3.04%
▲ 8.62%
1
Open
Jul 08, 2025
PepsiCo
3.77%
▲ 11.61%
1
Open
Jun 04, 2025
Eli Lilly & Co
13.82%
▲ 0.10%
6
Buy
Jun 02, 2025
Apple
5.45%
▲ 14.29%
4
Open
May 30, 2025
Abercrombie Fitch
7.75%
▲ 1.06%
8
Buy
May 29, 2025
Snowflake
▲ 31.86%
5
Close
May 23, 2025
Nvidia
▲ 26.14%
2
Close
May 21, 2025
Marathon Digital Holdings
▲ 9.61%
11
Close
May 20, 2025
Caterpillar
▲ 9.97%
3
Close
May 20, 2025
SoFi Technologies
▲ 33.96%
12
Close
May 15, 2025
Advanced Micro Devices
9.15%
▲ 44.66%
7
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
Walmart
▲ 45.44%
4
Close
Apr 11, 2025
Vanguard S&P 500 ETF
11.27%
▲ 10.92%
8
Buy
Apr 03, 2025
JPMorgan Chase
4.51%
▲ 28.04%
2
Buy
Apr 03, 2025