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Fidelity 2 - New Portfolio

dokkenvc@gmail.com

Fidelity 2
Individual Investor
Ranked #297,400 out of 770,014 TipRanks' Investors
Success Rate
55%
156 out of 284
profitable transactions
Average Return
5.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.95%
6-Month Return▲ 8.80%
12-Month Return-
YTD Return▲ 13.23%
Total Return▲ 13.23%

Best Trade

Opened at
Closed at-
Gain▲ 189.34%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 9.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.60%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.88%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.34%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.66%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.16%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.22%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 9.66%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 9.46%
▲ 11.46%▲ 5.06%▲ 11.60%
▼ 2.25%▲ 3.53%▼ 2.88%
▲ 25.72%▲ 1.21%▼ 1.34%
▼ 4.22%▲ 2.34%▲ 3.66%
▲ 7.82%▲ 2.10%▲ 0.16%
▲ 5.70%▼ 0.89%▼ 1.22%
▲ 31.73%▲ 4.73%▲ 9.66%

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%
▲ 41.15%
1
Open
Nov 12, 2024
Astera Labs, Inc.
1.82%
▲ 16.33%
1
Open
Nov 11, 2024
PDF Solutions
1.82%
▼ 5.89%
1
Open
Nov 11, 2024
Amkor
1.82%
▼ 0.77%
1
Open
Nov 11, 2024
Innodata Isogen
1.82%
▼ 1.11%
1
Open
Nov 10, 2024
Microstrategy
1.82%
▲ 18.66%
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
▲ 14.95%
2
Close
Nov 09, 2024
Shell
▲ 7.47%
2
Close
Nov 09, 2024
Moody's
▲ 25.57%
2
Close
Nov 09, 2024