Fidelity 2 - New Portfolio

dokkenvc@gmail.com

Fidelity 2
Individual Investor
Ranked #295,582 out of 766,001 TipRanks' Investors
Success Rate
55%
153 out of 277
profitable transactions
Average Return
4.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.21%
6-Month Return▲ 8.50%
12-Month Return-
YTD Return▲ 9.23%
Total Return▲ 9.23%

Best Trade

Opened at
Closed at-
Gain▲ 174.60%

Bio

Performance

25.72%0-25.72%
▼ 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%
▲ 3.67%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.16%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.14%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 5.69%
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%▲ 3.67%
▲ 7.82%▲ 2.10%▲ 0.16%
▲ 6.02%▼ 0.89%▼ 1.14%
▲ 5.59%▲ 5.20%▲ 5.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PACS Group Inc
2%
0.00%
1
Open
Nov 08, 2024
Mastercard
2%
▲ 4.65%
3
Open
Nov 07, 2024
Celldex
2%
▼ 15.24%
3
Open
Oct 29, 2024
Waste Connections
2%
▲ 2.18%
1
Open
Oct 29, 2024
Joby Aviation
2%
▲ 0.97%
1
Open
Oct 25, 2024
Accenture
▼ 12.26%
3
Open
Oct 03, 2024
RTX
▲ 3.72%
1
Open
Sep 13, 2024
Apple
2%
▼ 5.43%
3
Open
Sep 12, 2024
Microsoft
▲ 6.04%
2
Close
Sep 12, 2024
Broadcom
▲ 34.79%
2
Close
Sep 12, 2024
Costco
▲ 35.19%
2
Close
Sep 12, 2024
CrowdStrike Holdings
2%
▲ 17.65%
3
Open
Sep 12, 2024
Intuitive Surgical
▲ 11.63%
3
Open
Sep 12, 2024
Spotify Technology SA
2%
▲ 18.89%
3
Open
Sep 12, 2024
Block
2%
▲ 8.38%
3
Open
Sep 12, 2024
Royal Bank Of Canada
▲ 29.03%
2
Close
Sep 12, 2024
NICE
▼ 32.81%
2
Close
Sep 12, 2024
Matador Resources
▼ 18.37%
2
Close
Sep 12, 2024
Amer Sports, Inc.
▼ 6.93%
2
Close
Sep 12, 2024
Royalty Pharma
▼ 5.95%
2
Close
Sep 12, 2024