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FIDELITY BLEND - New Portfolio

gelf&74 investment

FIDELITY BLEND
Individual Investor
Ranked #349,342 out of 793,835 TipRanks' Investors
Success Rate
51%
1243 out of 2437
profitable transactions
Average Return
1.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.08%
6-Month Return▲ 8.87%
12-Month Return▲ 15.46%
YTD Return▼ 0.51%
Total Return▲ 56.25%

Best Trade

Opened at
Closed at
Gain▲ 137.78%

Bio

blend with passive Income

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.54%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.41%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 10.76%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.38%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.04%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 3.08%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.54%
▲ 2.93%▲ 2.10%▲ 6.41%
▲ 10.00%▼ 0.89%▲ 3.32%
▲ 26.01%▲ 5.96%▲ 10.76%
▲ 5.33%▼ 2.41%▼ 4.38%
▲ 5.89%▲ 2.69%▲ 2.69%
▼ 12.86%▼ 1.27%▼ 0.04%
▼ 1.65%▼ 6.20%▼ 3.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fastly
▼ 17.30%
9
Close
Jan 02, 2025
Nano-X Imaging
0.61%
▼ 41.04%
1
Open
Jan 02, 2025
Caci International
8.74%
▼ 8.91%
1
Open
Dec 12, 2024
Alphabet Class C
7.3%
▲ 4.55%
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
7.58%
▲ 0.66%
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
2.65%
▼ 4.47%
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
14.63%
▲ 3.41%
16
Open
Jun 14, 2024
DoubleVerify Holdings
▼ 1.19%
8
Close
Jun 14, 2024