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Fidelity 2 - New Portfolio

dokkenvc@gmail.com

Fidelity 2
Individual Investor
Ranked #296,479 out of 833,681 TipRanks' Investors
Success Rate
57%
163 out of 284
profitable transactions
Average Return
11.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.03%
6-Month Return▲ 23.47%
12-Month Return▲ 30.30%
YTD Return▲ 34.54%
Total Return▲ 85.23%

Best Trade

Opened at
Closed at-
Gain▲ 223.99%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 8.32%
May 2025
▲ 9.25%
▲ 5.14%
▲ 10.31%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.09%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.46%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.95%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.12%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 3.51%
Nov 2025
▲ 0.76%
▲ 0.97%
▲ 5.52%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 8.32%
▲ 9.25%▲ 5.14%▲ 10.31%
▲ 7.60%▲ 2.30%▲ 2.09%
▲ 2.76%▲ 2.05%▲ 0.46%
▲ 12.88%▲ 3.56%▲ 8.95%
▲ 10.96%▲ 2.38%▲ 5.12%
▼ 3.57%▲ 0.19%▼ 3.51%
▲ 0.76%▲ 0.97%▲ 5.52%

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%
▲ 58.75%
1
Open
Nov 12, 2024
Astera Labs, Inc.
1.82%
▲ 83.01%
1
Open
Nov 11, 2024
PDF Solutions
1.82%
▼ 13.38%
1
Open
Nov 11, 2024
Amkor
1.82%
▲ 55.74%
1
Open
Nov 11, 2024
Innodata
1.82%
▲ 16.69%
1
Open
Nov 10, 2024
Strategy
1.82%
▼ 53.56%
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