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Fidelity 2 - New Portfolio

dokkenvc@gmail.com

Fidelity 2
Individual Investor
Ranked #216,319 out of 743,457 TipRanks' Investors
Success Rate
57%
149 out of 261
profitable transactions
Average Return
2.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.66%
6-Month Return-
12-Month Return-
YTD Return▲ 1.88%
Total Return▲ 1.88%

Best Trade

Opened at
Closed at
Gain▲ 125.04%

Bio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.23%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.37%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.60%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.89%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.16%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%▼ 1.23%
▲ 14.08%▲ 5.22%▲ 6.75%
▲ 5.05%▲ 3.27%▼ 1.37%
▼ 12.40%▼ 4.03%▼ 9.46%
▲ 11.46%▲ 5.06%▲ 11.60%
▼ 2.25%▲ 3.53%▼ 2.89%
▲ 0.26%▲ 0.21%▼ 0.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
▲ 7.31%
4
Close
Jun 16, 2024
Accenture
▼ 22.93%
2
Close
Jun 16, 2024
Salesforce
▼ 17.29%
2
Close
Jun 16, 2024
Walt Disney
▲ 7.02%
2
Close
Jun 16, 2024
DraftKings
▲ 8.43%
2
Close
Jun 16, 2024
DocuSign
▼ 18.31%
2
Close
Jun 16, 2024
Ecolab
▲ 22.75%
2
Close
Jun 16, 2024
Flex
▲ 35.94%
2
Close
Jun 16, 2024
Honeywell International
▲ 5.77%
2
Close
Jun 16, 2024
Intel
▼ 37.04%
2
Close
Jun 16, 2024
Intuitive Surgical
▲ 14.68%
2
Close
Jun 16, 2024
Illinois Tool Works
▼ 8.38%
2
Close
Jun 16, 2024
JPMorgan Chase & Co.
▲ 5.09%
4
Close
Jun 16, 2024
McDonald's
▼ 13.66%
2
Close
Jun 16, 2024
Cloudflare
▼ 0.93%
4
Close
Jun 16, 2024
Pure Storage
▲ 64.27%
2
Close
Jun 16, 2024
Roblox
▼ 13.12%
2
Close
Jun 16, 2024
SentinelOne
▼ 28.46%
2
Close
Jun 16, 2024
Snowflake
▼ 19.21%
4
Close
Jun 16, 2024
Block
▼ 0.33%
2
Close
Jun 16, 2024