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FIDELITY BLEND
- New Portfolio
Performance
Portfolio Details
gelf&74 investment
FIDELITY BLEND
Individual Investor
Ranked #385,366 out of 769,291 TipRanks' Investors
Success Rate
51%
1246 out of 2435
profitable transactions
Average Return
1.05%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 6.59%
6-Month Return
▲ 29.16%
12-Month Return
▲ 30.88%
YTD Return
▲ 23.10%
Total Return
▲ 57.90%
Best Trade
Asset
Clear Secure (YOU)
Opened at
Oct 13, 2023
Closed at
Oct 17, 2024
Gain
▲ 137.79%
Bio
blend with passive Income
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
37.60%
0
-37.60%
▼ 12.40%
▼ 4.03%
▼ 6.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 6.23%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.45%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.08%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.54%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.55%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.57%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 5.59%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 6.27%
▲ 11.46%
▲ 5.06%
▼ 6.23%
▼ 2.25%
▲ 3.53%
▲ 4.45%
▲ 25.72%
▲ 1.21%
▲ 7.08%
▼ 4.22%
▲ 2.34%
▲ 1.54%
▲ 7.82%
▲ 2.10%
▲ 6.55%
▲ 5.70%
▼ 0.89%
▲ 3.57%
▲ 37.60%
▲ 4.40%
▲ 5.59%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GOOG
Alphabet Class C
7.37%
▲ 5.66%
13
Open
Oct 17, 2024
O
Realty Income
―
▼ 2.10%
33
Close
Oct 17, 2024
CVX
Chevron
―
▲ 13.97%
43
Close
Oct 17, 2024
UNH
UnitedHealth
―
▲ 3.47%
17
Close
Oct 17, 2024
UBER
Uber Technologies
―
▼ 3.74%
8
Close
Oct 17, 2024
ELV
Elevance Health
6.68%
▼ 0.54%
11
Open
Oct 17, 2024
YOU
Clear Secure
―
▲ 75.83%
15
Close
Oct 17, 2024
GPN
Global Payments
―
▲ 4.90%
4
Close
Oct 17, 2024
PLTR
Palantir Technologies
―
▲ 68.60%
5
Close
Oct 17, 2024
TEAM
Atlassian
―
▲ 6.95%
5
Close
Oct 17, 2024
SMAR
Smartsheet
―
▲ 34.77%
4
Close
Oct 17, 2024
NBIX
Neurocrine
2.78%
▲ 5.52%
1
Open
Oct 17, 2024
FSLY
Fastly
16.57%
▼ 31.67%
8
Buy
Oct 05, 2024
PANW
Palo Alto Networks
―
▼ 0.85%
14
Close
Jul 12, 2024
SHOP
Shopify
―
▼ 0.33%
13
Close
Jul 12, 2024
DVN
Devon Energy
―
▼ 2.70%
10
Close
Jul 12, 2024
BROS
Dutch Bros Inc
11.32%
▲ 0.36%
16
Open
Jun 14, 2024
DV
DoubleVerify Holdings
―
▼ 1.19%
8
Close
Jun 14, 2024
EXPE
Expedia
―
▲ 10.73%
2
Close
Jun 14, 2024
DT
Dynatrace
―
▼ 5.76%
4
Close
May 31, 2024
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