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FIDELITY BLEND - New Portfolio

gelf&74 investment

FIDELITY BLEND
Individual Investor
Ranked #475,444 out of 824,099 TipRanks' Investors
Success Rate
51%
1245 out of 2438
profitable transactions
Average Return
1.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.56%
6-Month Return▲ 7.88%
12-Month Return▲ 6.82%
YTD Return▲ 1.97%
Total Return▲ 60.14%

Best Trade

Opened at
Closed at
Gain▲ 137.79%

Bio

blend with passive Income

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.91%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.90%
Apr 2025
▲ 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
▲ 4.03%
▼ 0.27%
▼ 0.42%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.91%
▲ 0.80%▼ 0.87%▼ 2.90%
▲ 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%
▲ 4.03%▼ 0.27%▼ 0.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Autodesk
0%
▲ 4.85%
3
Open
Jul 30, 2025
Fastly
▼ 17.30%
9
Close
Jan 02, 2025
Nano-X Imaging
0.44%
▼ 55.02%
1
Open
Jan 02, 2025
Caci International
11.48%
▲ 25.84%
1
Open
Dec 12, 2024
Alphabet Class C
11.29%
▲ 13.10%
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
5.82%
▼ 2.36%
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
3.12%
▲ 18.26%
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
12.22%
▲ 1.19%
16
Open
Jun 14, 2024