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Fidelity 2 - New Portfolio

dokkenvc@gmail.com

Fidelity 2
Individual Investor
Ranked #336,791 out of 858,889 TipRanks' Investors
Success Rate
55%
155 out of 284
profitable transactions
Average Return
10.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.81%
6-Month Return▼ 0.53%
12-Month Return▲ 49.32%
YTD Return▼ 3.31%
Total Return▲ 76.84%

Best Trade

Opened at
Closed at-
Gain▲ 375.28%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 8.95%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.11%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.65%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.36%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.95%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.33%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.00%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 4.32%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 8.95%
▲ 10.96%▲ 2.38%▲ 5.11%
▼ 3.68%▲ 0.19%▼ 3.65%
▼ 0.10%▲ 0.08%▲ 4.36%
▲ 4.06%▲ 1.47%▲ 0.95%
▼ 1.12%▼ 0.86%▼ 2.33%
▲ 0.60%▼ 4.94%▼ 6.00%
▲ 4.89%▲ 4.48%▲ 4.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CyberArk Software
▲ 56.99%
2
Close
Feb 10, 2026
AppLovin
▲ 173.68%
2
Close
Nov 12, 2024
Intuitive Machines
1.85%
▲ 126.63%
1
Open
Nov 12, 2024
Astera Labs, Inc.
1.85%
▲ 61.57%
1
Open
Nov 11, 2024
PDF Solutions
1.85%
▲ 16.75%
1
Open
Nov 11, 2024
Amkor
1.85%
▲ 121.34%
1
Open
Nov 11, 2024
Innodata
1.85%
▼ 22.48%
1
Open
Nov 10, 2024
Strategy
1.85%
▼ 62.16%
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