Fidelity 2 - New Portfolio

dokkenvc@gmail.com

Fidelity 2
Individual Investor
Ranked #324,416 out of 794,241 TipRanks' Investors
Success Rate
52%
148 out of 284
profitable transactions
Average Return
2.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.94%
6-Month Return▼ 5.46%
12-Month Return▲ 8.09%
YTD Return▼ 9.78%
Total Return▲ 24.17%

Best Trade

Opened at
Closed at-
Gain▲ 236.19%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.37%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.12%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.14%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.88%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 7.44%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.55%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.57%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 0.48%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 1.37%
▲ 10.00%▼ 0.89%▼ 1.12%
▲ 26.01%▲ 5.96%▲ 9.14%
▲ 5.33%▼ 2.41%▼ 3.88%
▲ 5.87%▲ 2.69%▲ 7.44%
▼ 12.86%▼ 1.27%▼ 6.55%
▼ 1.80%▼ 5.57%▼ 10.57%
▲ 0.58%▲ 0.28%▲ 0.48%

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%
▼ 28.17%
1
Open
Nov 12, 2024
Astera Labs, Inc.
1.82%
▼ 32.78%
1
Open
Nov 11, 2024
PDF Solutions
1.82%
▼ 42.33%
1
Open
Nov 11, 2024
Amkor
1.82%
▼ 31.65%
1
Open
Nov 11, 2024
Innodata
1.82%
▼ 20.39%
1
Open
Nov 10, 2024
Strategy
1.82%
▼ 9.99%
1
Open
Nov 10, 2024
Accenture
▼ 12.01%
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