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FIDELITY BLEND - New Portfolio

gelf&74 investment

FIDELITY BLEND
Individual Investor
Ranked #317,650 out of 796,015 TipRanks' Investors
Success Rate
51%
1242 out of 2437
profitable transactions
Average Return
0.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.46%
6-Month Return▼ 1.09%
12-Month Return▲ 15.36%
YTD Return▼ 5.97%
Total Return▲ 47.66%

Best Trade

Opened at
Closed at
Gain▲ 137.78%

Bio

blend with passive Income

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 6.41%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.32%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 10.76%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.38%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.04%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.91%
Mar 2025
▼ 6.01%
▼ 3.62%
▼ 5.77%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 6.41%
▲ 10.00%▼ 0.89%▲ 3.32%
▲ 25.98%▲ 5.96%▲ 10.76%
▲ 5.34%▼ 2.41%▼ 4.38%
▲ 5.99%▲ 2.69%▲ 2.82%
▼ 12.86%▼ 1.27%▼ 0.04%
▼ 1.80%▼ 5.57%▼ 2.91%
▼ 6.01%▼ 3.62%▼ 5.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fastly
▼ 17.30%
9
Close
Jan 02, 2025
Nano-X Imaging
0.55%
▼ 47.01%
1
Open
Jan 02, 2025
Caci International
9.79%
▲ 1.78%
1
Open
Dec 12, 2024
Alphabet Class C
7.45%
▲ 4.78%
13
Open
Oct 17, 2024
Realty Income
▼ 2.11%
33
Close
Oct 17, 2024
Chevron
▲ 13.97%
43
Close
Oct 17, 2024
UnitedHealth
▲ 3.57%
17
Close
Oct 17, 2024
Uber Technologies
▼ 3.74%
8
Close
Oct 17, 2024
Elevance Health
7.7%
▲ 0.88%
11
Open
Oct 17, 2024
Clear Secure
▲ 75.83%
15
Close
Oct 17, 2024
Global Payments
▲ 4.89%
4
Close
Oct 17, 2024
Palantir Technologies
▲ 68.60%
5
Close
Oct 17, 2024
Atlassian
▲ 6.95%
5
Close
Oct 17, 2024
Smartsheet
▲ 34.77%
4
Close
Oct 17, 2024
Neurocrine
2.26%
▼ 18.82%
1
Open
Oct 17, 2024
Palo Alto Networks
▼ 0.85%
14
Close
Jul 12, 2024
Shopify
▼ 0.33%
13
Close
Jul 12, 2024
Devon Energy
▼ 2.70%
10
Close
Jul 12, 2024
Dutch Bros Inc
13.58%
▲ 2.06%
16
Open
Jun 14, 2024
DoubleVerify Holdings
▼ 1.19%
8
Close
Jun 14, 2024