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Fidelity 2 - New Portfolio

dokkenvc@gmail.com

Fidelity 2
Individual Investor
Ranked #307,919 out of 775,913 TipRanks' Investors
Success Rate
54%
152 out of 284
profitable transactions
Average Return
5.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.51%
6-Month Return▲ 9.89%
12-Month Return-
YTD Return▲ 12.19%
Total Return▲ 12.19%

Best Trade

Opened at
Closed at-
Gain▲ 180.81%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 11.60%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.88%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 1.34%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.66%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.37%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.08%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.14%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.78%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 11.60%
▼ 2.25%▲ 3.53%▼ 2.88%
▲ 25.71%▲ 1.21%▼ 1.34%
▼ 4.22%▲ 2.34%▲ 3.66%
▲ 7.82%▲ 2.10%▲ 1.37%
▲ 5.38%▼ 0.89%▼ 1.08%
▲ 43.22%▲ 5.96%▲ 9.14%
▲ 3.34%▼ 1.56%▼ 1.78%

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%
▲ 30.48%
1
Open
Nov 12, 2024
Astera Labs, Inc.
1.82%
▲ 43.27%
1
Open
Nov 11, 2024
PDF Solutions
1.82%
▼ 15.66%
1
Open
Nov 11, 2024
Amkor
1.82%
▼ 6.75%
1
Open
Nov 11, 2024
Innodata Isogen
1.82%
▼ 6.30%
1
Open
Nov 10, 2024
Microstrategy
1.82%
▲ 7.12%
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