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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #255,180 out of 793,836 TipRanks' Investors
Success Rate
56%
78 out of 140
profitable transactions
Average Return
3.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.41%
6-Month Return▲ 17.84%
12-Month Return▲ 28.43%
YTD Return▲ 5.35%
Total Return▲ 31.36%

Best Trade

Opened at
Closed at-
Gain▲ 83.72%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.28%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.22%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 13.49%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.58%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.41%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.52%
Feb 2025
▼ 1.65%
▼ 6.20%
▲ 2.41%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.28%
▲ 2.93%▲ 2.10%▼ 1.15%
▲ 10.00%▼ 0.89%▲ 2.22%
▲ 26.01%▲ 5.96%▲ 13.49%
▲ 5.33%▼ 2.41%▼ 3.58%
▲ 5.89%▲ 2.69%▲ 3.41%
▼ 12.86%▼ 1.27%▼ 0.52%
▼ 1.65%▼ 6.20%▲ 2.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
▲ 22.86%
4
Close
Mar 25, 2025
Walmart
3.8%
▲ 40.92%
3
Open
Mar 25, 2025
Dell Technologies
4.81%
▼ 22.54%
4
Buy
Mar 25, 2025
Strategy
▲ 20.87%
3
Close
Mar 25, 2025
Taseko Mines
▲ 29.49%
6
Close
Mar 21, 2025
Abercrombie Fitch
7.98%
▼ 12.02%
7
Buy
Mar 21, 2025
Eli Lilly & Co
5.81%
▲ 3.91%
3
Buy
Mar 21, 2025
GraniteShares 2x Long DELL Daily ETF
▲ 2.06%
2
Close
Mar 19, 2025
Alphabet Class C
9.29%
▼ 8.73%
9
Buy
Mar 14, 2025
Crown Castle
▼ 7.59%
4
Close
Mar 11, 2025
SPDR Gold MiniShares Trust
▲ 12.93%
3
Close
Mar 11, 2025
ProShares UltraPro S&P500
2.7%
▼ 1.62%
2
Buy
Mar 11, 2025
JPMorgan Chase
3.61%
▲ 5.98%
1
Open
Mar 11, 2025
Johnson & Johnson
▲ 11.51%
4
Close
Mar 07, 2025
Vanguard S&P 500 ETF
11.4%
▼ 3.26%
6
Buy
Mar 07, 2025
APi Group
4.55%
▲ 3.33%
6
Buy
Mar 07, 2025
SoFi Technologies
3.53%
▲ 16.98%
11
Buy
Mar 06, 2025
Snowflake
4.93%
▼ 0.71%
4
Buy
Mar 06, 2025
Exxon Mobil
5.28%
▲ 8.76%
7
Buy
Mar 05, 2025
Advanced Micro Devices
6.91%
▼ 6.36%
6
Buy
Mar 05, 2025