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FidelityBL - New Portfolio

Jerry Huling

FidelityBL
Individual Investor
Ranked #415,484 out of 858,746 TipRanks' Investors
Success Rate
55%
11 out of 20
profitable transactions
Average Return
14.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.57%
6-Month Return▲ 14.97%
12-Month Return▲ 48.41%
YTD Return▲ 1.14%
Total Return▲ 40.19%

Best Trade

Opened at
Closed at-
Gain▲ 402.71%

Bio

Some Day Maybe

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.19%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.45%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.03%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 7.78%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.46%
Jan 2026
▼ 1.10%
▼ 0.86%
▲ 3.10%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 10.57%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 7.07%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.19%
▲ 10.96%▲ 2.38%▼ 0.45%
▼ 3.68%▲ 0.19%▲ 2.03%
▼ 0.10%▲ 0.08%▲ 7.78%
▲ 4.06%▲ 1.47%▲ 2.46%
▼ 1.10%▼ 0.86%▲ 3.10%
▲ 1.22%▼ 4.94%▼ 10.57%
▲ 5.30%▲ 3.95%▲ 7.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Capstar Financial Holdings
▲ 2.91%
2
Close
Apr 01, 2024
Old National Bancorp Capital
8.28%
▲ 47.30%
1
Open
Apr 01, 2024
BBQ Holdings
▲ 25.11%
2
Close
Sep 27, 2022
Carnival
8.61%
▲ 12.64%
2
Buy
Jun 07, 2021
Sabre
0.83%
▼ 88.69%
2
Buy
Jun 07, 2021
Carnival
7.68%
▼ 3.55%
2
Buy
Jun 07, 2021
ZIM
4.53%
▲ 159.24%
1
Open
Jun 07, 2021
Funko
1.03%
▼ 84.72%
1
Open
May 19, 2021
Information Services Group
3.07%
▼ 13.07%
1
Open
May 19, 2021
Citizens & Northern
4.79%
▲ 19.90%
1
Open
May 19, 2021
inTEST
5.05%
▲ 15.41%
1
Open
May 19, 2021
Immutep
0.64%
▼ 91.46%
1
Open
May 19, 2021
AXIA Energia
5.82%
▲ 114.80%
1
Open
May 19, 2021
Eagle Point Credit Company
1.81%
▼ 20.16%
1
Open
May 19, 2021
BuildABear Workshop
33.88%
▲ 402.71%
1
Open
May 19, 2021
Lifetime Brands
2.09%
▼ 53.27%
1
Open
May 19, 2021
Urban One Inc
1%
▼ 85.31%
1
Open
May 19, 2021