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FIDELITY BLEND - New Portfolio

gelf&74 investment

FIDELITY BLEND
Individual Investor
Ranked #398,142 out of 788,370 TipRanks' Investors
Success Rate
51%
1246 out of 2437
profitable transactions
Average Return
1.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.22%
6-Month Return▲ 20.25%
12-Month Return▲ 23.22%
YTD Return▲ 0.60%
Total Return▲ 58.93%

Best Trade

Opened at
Closed at
Gain▲ 137.78%

Bio

blend with passive Income

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 7.08%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.54%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.41%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.32%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 10.76%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.81%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.55%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.91%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 7.08%
▼ 13.14%▲ 2.34%▲ 1.54%
▲ 2.93%▲ 2.10%▲ 6.41%
▲ 9.99%▼ 0.89%▲ 3.32%
▲ 26.03%▲ 5.96%▲ 10.76%
▲ 5.97%▼ 2.41%▼ 3.81%
▲ 5.25%▲ 2.69%▲ 2.55%
▼ 9.08%▲ 1.42%▼ 1.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fastly
▼ 17.30%
9
Close
Jan 02, 2025
Nano-X Imaging
0.72%
▼ 28.97%
1
Open
Jan 02, 2025
Caci International
7.45%
▼ 20.23%
1
Open
Dec 12, 2024
Alphabet Class C
8.27%
▲ 6.75%
13
Open
Oct 17, 2024
Realty Income
▼ 2.10%
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
6.58%
▼ 1.17%
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
2.75%
▲ 1.88%
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
17.33%
▲ 7.37%
16
Open
Jun 14, 2024
DoubleVerify Holdings
▼ 1.19%
8
Close
Jun 14, 2024