FidelityBL - New Portfolio

Jerry Huling

FidelityBL
Individual Investor
Ranked #427,730 out of 748,869 TipRanks' Investors
Success Rate
30%
6 out of 20
profitable transactions
Average Return
-12.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.78%
6-Month Return▲ 3.79%
12-Month Return▲ 5.19%
YTD Return▲ 2.35%
Total Return▲ 10.42%

Best Trade

Opened at
Closed at-
Gain▲ 240.14%

Bio

Some Day Maybe

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 14.80%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.70%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 5.50%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.56%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.77%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.12%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.12%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 5.27%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 14.80%
▼ 1.87%▲ 1.59%▼ 1.70%
▲ 14.08%▲ 5.22%▼ 5.50%
▲ 5.05%▲ 3.27%▼ 0.56%
▼ 12.40%▼ 4.03%▼ 2.77%
▲ 11.46%▲ 5.06%▲ 8.12%
▼ 2.25%▲ 3.53%▲ 0.12%
▲ 24.77%▼ 1.07%▲ 5.27%

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%
▲ 22.49%
1
Open
Apr 01, 2024
BBQ Holdings
▲ 25.11%
2
Close
Sep 27, 2022
Carnival
5.63%
▼ 36.29%
2
Buy
Jun 07, 2021
Sabre
2.19%
▼ 74.11%
2
Buy
Jun 07, 2021
Carnival
5.45%
▼ 40.85%
2
Buy
Jun 07, 2021
ZIM Integrated Shipping Services
3.36%
▼ 1.04%
1
Open
Jun 07, 2021
Funko
2.92%
▼ 62.51%
1
Open
May 19, 2021
Information Services Group
3.05%
▼ 30.31%
1
Open
May 19, 2021
Citizens & Northern
5.11%
▲ 0.73%
1
Open
May 19, 2021
inTEST
4.3%
▼ 14.63%
1
Open
May 19, 2021
Immutep
4.53%
▼ 47.33%
1
Open
May 19, 2021
Centrais Eletricas Brasileiras SA - Eletrobras
3.76%
▼ 12.47%
1
Open
May 19, 2021
Eagle Point Credit Company
5.04%
▲ 29.65%
1
Open
May 19, 2021
BuildABear Workshop
27.31%
▲ 240.14%
1
Open
May 19, 2021
Lifetime Brands
3.2%
▼ 41.88%
1
Open
May 19, 2021
Urban One Inc
3.38%
▼ 57.02%
1
Open
May 19, 2021