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Fidelity 2 - New Portfolio

dokkenvc@gmail.com

Fidelity 2
Individual Investor
Ranked #298,485 out of 781,066 TipRanks' Investors
Success Rate
54%
154 out of 284
profitable transactions
Average Return
6.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.58%
6-Month Return▲ 14.98%
12-Month Return-
YTD Return▲ 5.36%
Total Return▲ 45.72%

Best Trade

Opened at
Closed at-
Gain▲ 192.08%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.21%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.34%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.37%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.04%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.14%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.49%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 5.36%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.21%
▲ 8.13%▲ 1.21%▼ 1.34%
▼ 13.14%▲ 2.34%▲ 3.66%
▲ 2.93%▲ 2.10%▲ 1.37%
▲ 10.00%▼ 0.89%▼ 1.04%
▲ 26.04%▲ 5.96%▲ 9.14%
▲ 5.93%▼ 2.41%▼ 3.49%
▲ 9.79%▲ 0.95%▲ 5.36%

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%
▲ 77.98%
1
Open
Nov 12, 2024
Astera Labs, Inc.
1.82%
▲ 44.50%
1
Open
Nov 11, 2024
PDF Solutions
1.82%
▼ 16.18%
1
Open
Nov 11, 2024
Amkor
1.82%
▼ 4.39%
1
Open
Nov 11, 2024
Innodata
1.82%
▼ 19.87%
1
Open
Nov 10, 2024
Microstrategy
1.82%
▲ 16.62%
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