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FIDELITY BLEND - New Portfolio

gelf&74 investment

FIDELITY BLEND
Individual Investor
Ranked #330,207 out of 743,457 TipRanks' Investors
Success Rate
51%
1232 out of 2431
profitable transactions
Average Return
0.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.20%
6-Month Return▼ 2.43%
12-Month Return▲ 7.00%
YTD Return▼ 3.54%
Total Return▲ 23.41%

Best Trade

Opened at
Closed at
Gain▲ 77.14%

Bio

blend with passive Income

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.02%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.07%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.61%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.25%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 6.23%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.33%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.54%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.02%
▼ 1.87%▲ 1.59%▼ 2.07%
▲ 14.08%▲ 5.22%▲ 4.61%
▲ 5.05%▲ 3.27%▲ 3.25%
▼ 12.40%▼ 4.03%▼ 6.27%
▲ 11.46%▲ 5.06%▼ 6.23%
▼ 2.25%▲ 3.53%▲ 4.33%
▲ 0.26%▲ 0.21%▼ 0.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
1.99%
▼ 3.04%
32
Open
Jun 14, 2024
Chevron
2.98%
▲ 14.06%
42
Open
Jun 14, 2024
Devon Energy
1.36%
▼ 2.25%
9
Open
Jun 14, 2024
Dutch Bros Inc
3.97%
▼ 2.62%
16
Open
Jun 14, 2024
DoubleVerify Holdings
▼ 1.19%
8
Close
Jun 14, 2024
Global Payments
1.84%
▲ 1.62%
3
Open
Jun 14, 2024
Atlassian
10.39%
▲ 1.13%
4
Buy
Jun 14, 2024
Expedia
▲ 10.73%
2
Close
Jun 14, 2024
Dynatrace
▼ 5.76%
4
Close
May 31, 2024
Fastly
6.13%
▼ 39.63%
7
Buy
May 31, 2024
Smartsheet
2.09%
▲ 6.98%
3
Buy
May 31, 2024
ProShares Short QQQ
▼ 2.84%
6
Close
May 23, 2024
Alphabet Class C
▲ 6.13%
12
Close
May 10, 2024
Exxon Mobil
▼ 1.14%
32
Close
May 09, 2024
Palo Alto Networks
8.08%
▼ 0.65%
13
Sell
May 09, 2024
Shopify
1.88%
▼ 0.39%
12
Open
May 09, 2024
Uber Technologies
1.88%
▼ 5.90%
7
Open
May 09, 2024
American Electric Power
▲ 8.54%
12
Close
May 09, 2024
Cadence Design
▼ 3.53%
5
Close
May 09, 2024
Palantir Technologies
2.45%
▲ 30.47%
4
Open
May 09, 2024