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Fidelity 2 - New Portfolio

dokkenvc@gmail.com

Fidelity 2
Individual Investor
Ranked #315,174 out of 812,326 TipRanks' Investors
Success Rate
55%
156 out of 284
profitable transactions
Average Return
8.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.82%
6-Month Return▲ 5.22%
12-Month Return▲ 28.80%
YTD Return▲ 13.41%
Total Return▲ 56.09%

Best Trade

Opened at
Closed at-
Gain▲ 277.82%

Bio

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 7.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.55%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.57%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.71%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.32%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.31%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 2.09%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 1.16%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 7.49%
▼ 12.86%▼ 1.27%▼ 6.55%
▼ 1.80%▼ 5.57%▼ 10.57%
▲ 1.84%▼ 0.87%▲ 4.71%
▲ 12.20%▲ 6.28%▲ 8.32%
▲ 6.24%▲ 5.14%▲ 10.31%
▲ 27.86%▲ 2.30%▲ 2.09%
▲ 0.42%▲ 0.11%▼ 1.16%

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%
▼ 3.37%
1
Open
Nov 12, 2024
Astera Labs, Inc.
1.82%
▲ 85.25%
1
Open
Nov 11, 2024
PDF Solutions
1.82%
▼ 33.31%
1
Open
Nov 11, 2024
Amkor
1.82%
▼ 13.31%
1
Open
Nov 11, 2024
Innodata
1.82%
▼ 6.69%
1
Open
Nov 10, 2024
Strategy
1.82%
▲ 18.24%
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