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FIDELITY BLEND - New Portfolio

gelf&74 investment

FIDELITY BLEND
Individual Investor
Ranked #382,058 out of 775,913 TipRanks' Investors
Success Rate
51%
1247 out of 2436
profitable transactions
Average Return
1.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.68%
6-Month Return▲ 32.79%
12-Month Return▲ 26.14%
YTD Return▲ 26.18%
Total Return▲ 61.85%

Best Trade

Opened at
Closed at
Gain▲ 137.78%

Bio

blend with passive Income

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 6.23%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.42%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 7.08%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.54%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.51%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 3.46%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 10.76%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 2.11%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 6.23%
▼ 2.25%▲ 3.53%▲ 4.42%
▲ 25.71%▲ 1.21%▲ 7.08%
▼ 4.22%▲ 2.34%▲ 1.54%
▲ 7.82%▲ 2.10%▲ 6.51%
▲ 5.38%▼ 0.89%▲ 3.46%
▲ 43.22%▲ 5.96%▲ 10.76%
▼ 5.24%▼ 2.73%▼ 2.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Caci International
7.75%
▼ 1.75%
1
Open
Dec 12, 2024
Alphabet Class C
7.43%
▲ 7.74%
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
5.28%
▼ 1.89%
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
2.61%
▲ 14.32%
1
Open
Oct 17, 2024
Fastly
18.43%
▼ 9.49%
8
Buy
Oct 05, 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
10.4%
▲ 0.94%
16
Open
Jun 14, 2024
DoubleVerify Holdings
▼ 1.19%
8
Close
Jun 14, 2024
Expedia
▲ 10.73%
2
Close
Jun 14, 2024