FIDELITY BLEND - New Portfolio

gelf&74 investment

FIDELITY BLEND
Individual Investor
Ranked #359,155 out of 757,492 TipRanks' Investors
Success Rate
51%
1236 out of 2431
profitable transactions
Average Return
0.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.62%
6-Month Return▲ 6.94%
12-Month Return▲ 21.87%
YTD Return▲ 10.74%
Total Return▲ 41.68%

Best Trade

Opened at
Closed at-
Gain▲ 109.38%

Bio

blend with passive Income

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.61%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.25%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 6.23%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.33%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 7.08%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.58%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 4.97%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.61%
▲ 5.05%▲ 3.27%▲ 3.25%
▼ 12.40%▼ 4.03%▼ 6.27%
▲ 11.46%▲ 5.06%▼ 6.23%
▼ 2.25%▲ 3.53%▲ 4.33%
▲ 25.76%▲ 1.21%▲ 7.08%
▼ 4.21%▲ 2.34%▲ 1.58%
▲ 2.65%▼ 0.40%▲ 4.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
Realty Income
2.53%
▼ 2.37%
32
Open
Jun 14, 2024
Chevron
3.01%
▲ 13.83%
42
Open
Jun 14, 2024
Dutch Bros Inc
3.63%
▼ 4.66%
16
Open
Jun 14, 2024
DoubleVerify Holdings
▼ 1.19%
8
Close
Jun 14, 2024
Global Payments
2.3%
▲ 10.94%
3
Open
Jun 14, 2024
Atlassian
10.13%
▼ 7.46%
4
Buy
Jun 14, 2024
Expedia
▲ 10.73%
2
Close
Jun 14, 2024
Dynatrace
▼ 5.76%
4
Close
May 31, 2024
Fastly
6.58%
▼ 40.30%
7
Buy
May 31, 2024
Smartsheet
2.66%
▲ 22.15%
3
Buy
May 31, 2024
ProShares Short QQQ
▼ 2.84%
6
Close
May 23, 2024
Alphabet Class C
▲ 6.13%
12
Close
May 10, 2024
Exxon Mobil
▼ 1.14%
32
Close
May 09, 2024
Uber Technologies
2.17%
▼ 4.87%
7
Open
May 09, 2024
American Electric Power
▲ 8.54%
12
Close
May 09, 2024
Cadence Design
▼ 3.53%
5
Close
May 09, 2024
Palantir Technologies
3.77%
▲ 56.37%
4
Open
May 09, 2024