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FIDELITY BLEND - New Portfolio

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

Opened at
Closed at
Gain▲ 137.79%

Bio

blend with passive Income

Performance

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 AverageS&P 500Investor 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
Alphabet Class C
7.37%
▲ 5.66%
13
Open
Oct 17, 2024
Realty Income
▼ 2.10%
33
Close
Oct 17, 2024
Chevron
▲ 13.97%
43
Close
Oct 17, 2024
UnitedHealth
▲ 3.47%
17
Close
Oct 17, 2024
Uber Technologies
▼ 3.74%
8
Close
Oct 17, 2024
Elevance Health
6.68%
▼ 0.54%
11
Open
Oct 17, 2024
Clear Secure
▲ 75.83%
15
Close
Oct 17, 2024
Global Payments
▲ 4.90%
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
2.78%
▲ 5.52%
1
Open
Oct 17, 2024
Fastly
16.57%
▼ 31.67%
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
11.32%
▲ 0.36%
16
Open
Jun 14, 2024
DoubleVerify Holdings
▼ 1.19%
8
Close
Jun 14, 2024
Expedia
▲ 10.73%
2
Close
Jun 14, 2024
Dynatrace
▼ 5.76%
4
Close
May 31, 2024