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FIDELITY BLEND - New Portfolio

gelf&74 investment

FIDELITY BLEND
Individual Investor
Ranked #478,326 out of 831,094 TipRanks' Investors
Success Rate
51%
1245 out of 2438
profitable transactions
Average Return
1.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.71%
6-Month Return▲ 8.75%
12-Month Return▲ 4.76%
YTD Return▲ 8.52%
Total Return▲ 70.43%

Best Trade

Opened at
Closed at
Gain▲ 137.79%

Bio

blend with passive Income

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 3.10%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.31%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.24%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.88%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 2.34%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.72%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 5.23%
Nov 2025
▲ 0.26%
▲ 0.07%
▼ 0.02%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 3.10%
▲ 9.25%▲ 5.14%▲ 2.31%
▲ 7.60%▲ 2.30%▼ 1.24%
▲ 2.76%▲ 2.05%▲ 3.88%
▲ 12.88%▲ 3.56%▼ 2.34%
▲ 10.96%▲ 2.38%▲ 0.72%
▼ 3.44%▲ 0.19%▲ 5.23%
▲ 0.26%▲ 0.07%▼ 0.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Autodesk
0%
▲ 5.43%
3
Open
Jul 30, 2025
Fastly
▼ 17.30%
9
Close
Jan 02, 2025
Nano-X Imaging
0.4%
▼ 56.48%
1
Open
Jan 02, 2025
Caci International
12.44%
▲ 44.64%
1
Open
Dec 12, 2024
Alphabet Class C
13.46%
▲ 18.93%
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
5.21%
▼ 3.04%
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
3.19%
▲ 28.28%
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
12.84%
▲ 3.03%
16
Open
Jun 14, 2024