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Fidelity 2 - New Portfolio

dokkenvc@gmail.com

Fidelity 2
Individual Investor
Ranked #324,290 out of 793,704 TipRanks' Investors
Success Rate
53%
149 out of 284
profitable transactions
Average Return
3.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.87%
6-Month Return▼ 2.80%
12-Month Return▲ 14.05%
YTD Return▼ 6.46%
Total Return▲ 28.78%

Best Trade

Opened at
Closed at-
Gain▲ 239.01%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.65%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.37%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.09%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.14%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.88%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 7.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.55%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 6.87%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.65%
▲ 2.93%▲ 2.10%▲ 1.37%
▲ 10.00%▼ 0.89%▼ 1.09%
▲ 26.01%▲ 5.96%▲ 9.14%
▲ 5.33%▼ 2.41%▼ 3.88%
▲ 5.89%▲ 2.69%▲ 7.49%
▼ 12.86%▼ 1.27%▼ 6.55%
▲ 3.73%▼ 4.27%▼ 6.87%

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%
▼ 20.48%
1
Open
Nov 12, 2024
Astera Labs, Inc.
1.82%
▼ 31.94%
1
Open
Nov 11, 2024
PDF Solutions
1.82%
▼ 39.72%
1
Open
Nov 11, 2024
Amkor
1.82%
▼ 30.86%
1
Open
Nov 11, 2024
Innodata
1.82%
▼ 13.22%
1
Open
Nov 10, 2024
Strategy
1.82%
▼ 4.53%
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
▲ 15.95%
2
Close
Nov 09, 2024
Shell
▲ 7.47%
2
Close
Nov 09, 2024
Moody's
▲ 25.57%
2
Close
Nov 09, 2024