FidelityBL - New Portfolio

Jerry Huling

FidelityBL
Individual Investor
Ranked #434,457 out of 766,026 TipRanks' Investors
Success Rate
30%
6 out of 20
profitable transactions
Average Return
-0.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.86%
6-Month Return▲ 20.52%
12-Month Return▲ 36.86%
YTD Return▲ 11.71%
Total Return▲ 20.52%

Best Trade

Opened at
Closed at-
Gain▲ 372.70%

Bio

Some Day Maybe

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.77%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.12%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.12%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.73%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.48%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.67%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.22%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 6.16%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.77%
▲ 11.46%▲ 5.06%▲ 8.12%
▼ 2.25%▲ 3.53%▲ 0.12%
▲ 25.72%▲ 1.21%▲ 4.73%
▼ 4.22%▲ 2.34%▼ 1.48%
▲ 7.82%▲ 2.10%▲ 4.67%
▲ 6.02%▼ 0.89%▲ 0.22%
▲ 5.59%▲ 5.20%▲ 6.16%

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
7.92%
▲ 33.32%
1
Open
Apr 01, 2024
BBQ Holdings
▲ 25.11%
2
Close
Sep 27, 2022
Carnival
6.83%
▼ 12.59%
2
Buy
Jun 07, 2021
Sabre
2.01%
▼ 73.22%
2
Buy
Jun 07, 2021
Carnival
6.71%
▼ 17.56%
2
Buy
Jun 07, 2021
ZIM Integrated Shipping Services
4.32%
▲ 51.26%
1
Open
Jun 07, 2021
Funko
3.12%
▼ 54.68%
1
Open
May 19, 2021
Information Services Group
2.57%
▼ 32.73%
1
Open
May 19, 2021
Citizens & Northern
4.31%
▼ 1.12%
1
Open
May 19, 2021
inTEST
2.9%
▼ 34.82%
1
Open
May 19, 2021
Immutep
3.43%
▼ 54.98%
1
Open
May 19, 2021
Centrais Eletricas Brasileiras SA - Eletrobras
3.04%
▼ 20.05%
1
Open
May 19, 2021
Eagle Point Credit Company
4.4%
▲ 34.29%
1
Open
May 19, 2021
BuildABear Workshop
33.36%
▲ 372.70%
1
Open
May 19, 2021
Lifetime Brands
1.89%
▼ 60.73%
1
Open
May 19, 2021
Urban One Inc
2.13%
▼ 69.38%
1
Open
May 19, 2021