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Fidelity 2 - New Portfolio

dokkenvc@gmail.com

Fidelity 2
Individual Investor
Ranked #286,144 out of 809,057 TipRanks' Investors
Success Rate
56%
160 out of 284
profitable transactions
Average Return
8.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.25%
6-Month Return▲ 9.21%
12-Month Return▲ 25.46%
YTD Return▲ 15.06%
Total Return▲ 58.36%

Best Trade

Opened at
Closed at-
Gain▲ 327.79%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 3.88%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 7.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.55%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.57%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.71%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.32%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.31%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 2.37%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.88%
▲ 6.03%▲ 2.69%▲ 7.49%
▼ 12.86%▼ 1.27%▼ 6.55%
▼ 1.80%▼ 5.57%▼ 10.57%
▲ 1.84%▼ 0.87%▲ 4.71%
▲ 12.20%▲ 6.28%▲ 8.32%
▲ 6.24%▲ 5.14%▲ 10.31%
▲ 14.83%▲ 1.65%▲ 2.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AppLovin
▲ 173.68%
2
Close
Nov 12, 2024
Intuitive Machines
1.82%
▲ 19.33%
1
Open
Nov 12, 2024
Astera Labs, Inc.
1.82%
▲ 10.71%
1
Open
Nov 11, 2024
PDF Solutions
1.82%
▼ 29.10%
1
Open
Nov 11, 2024
Amkor
1.82%
▼ 18.46%
1
Open
Nov 11, 2024
Innodata
1.82%
▲ 7.36%
1
Open
Nov 10, 2024
Strategy
1.82%
▲ 24.48%
1
Open
Nov 10, 2024
Accenture
▼ 11.81%
4
Close
Nov 09, 2024
Adobe
▼ 18.97%
2
Close
Nov 09, 2024
Intuitive Surgical
▲ 11.56%
4
Close
Nov 09, 2024
KLA
▲ 4.43%
2
Close
Nov 09, 2024
Okta
▼ 7.17%
2
Close
Nov 09, 2024
PayPal Holdings
▲ 20.22%
4
Close
Nov 09, 2024
Workday
▼ 9.65%
2
Close
Nov 09, 2024
Waste Management
▲ 22.13%
2
Close
Nov 09, 2024
Super Micro Computer
▼ 64.98%
2
Close
Nov 09, 2024
Caterpillar
▲ 24.58%
2
Close
Nov 09, 2024
International Business Machines
▲ 15.95%
2
Close
Nov 09, 2024
Shell
▲ 7.47%
2
Close
Nov 09, 2024
Moody's
▲ 25.57%
2
Close
Nov 09, 2024