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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #74,894 out of 781,348 TipRanks' Investors
Success Rate
71%
70 out of 99
profitable transactions
Average Return
12.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.06%
6-Month Return▲ 19.11%
12-Month Return-
YTD Return▲ 5.89%
Total Return▲ 31.88%

Best Trade

Opened at
Closed at-
Gain▲ 177.52%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.34%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.65%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.28%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.22%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 13.49%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.69%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 5.89%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.34%
▲ 8.13%▲ 1.21%▲ 3.65%
▼ 13.14%▲ 2.34%▲ 2.28%
▲ 2.93%▲ 2.10%▼ 1.15%
▲ 10.00%▼ 0.89%▲ 2.22%
▲ 26.04%▲ 5.96%▲ 13.49%
▲ 5.93%▼ 2.41%▼ 3.69%
▲ 6.90%▲ 1.96%▲ 5.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
2.82%
▲ 3.24%
1
Open
Jan 16, 2025
Vanguard S&P 500 Value ETF
4.36%
▲ 1.80%
3
Buy
Jan 15, 2025
Exxon Mobil
4.28%
▲ 2.93%
6
Buy
Jan 13, 2025
Abercrombie Fitch
3.88%
▲ 5.62%
4
Open
Jan 13, 2025
SoFi Technologies
4.81%
▲ 87.61%
8
Sell
Jan 10, 2025
Sunnova Energy International
▲ 19.34%
5
Close
Jan 07, 2025
GraniteShares 1.5x Long NVDA Daily ETF
▲ 11.51%
2
Close
Dec 26, 2024
Taseko Mines
3.47%
▲ 15.68%
5
Buy
Dec 23, 2024
Johnson & Johnson
5.91%
▼ 1.68%
2
Buy
Dec 13, 2024
Eli Lilly & Co
3.99%
▼ 3.80%
2
Buy
Dec 13, 2024
DraftKings
2.55%
▲ 4.09%
1
Open
Dec 13, 2024
GraniteShares 1.5x Short NVDA Daily ETF
▲ 11.11%
2
Close
Dec 10, 2024
Schwab US Dividend Equity ETF
1.52%
▼ 0.06%
2
Buy
Dec 09, 2024
Crown Castle
5.01%
▼ 14.15%
3
Buy
Dec 06, 2024
Alphabet Class C
6.13%
▲ 14.45%
5
Buy
Dec 06, 2024
Exelon
3.1%
▲ 4.53%
3
Buy
Dec 06, 2024
Kenvue, Inc.
▲ 13.35%
4
Close
Dec 04, 2024
Boeing
10.78%
▲ 4.83%
5
Buy
Nov 21, 2024
Marathon Digital Holdings
▲ 9.93%
8
Close
Nov 20, 2024
Lockheed Martin
6.49%
▲ 3.41%
3
Buy
Nov 19, 2024