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FIDELITY BLEND - New Portfolio

gelf&74 investment

FIDELITY BLEND
Individual Investor
Ranked #394,562 out of 781,066 TipRanks' Investors
Success Rate
51%
1247 out of 2437
profitable transactions
Average Return
1.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.33%
6-Month Return▲ 24.62%
12-Month Return▲ 28.70%
YTD Return▲ 2.30%
Total Return▲ 61.72%

Best Trade

Opened at
Closed at
Gain▲ 137.78%

Bio

blend with passive Income

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.30%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 7.08%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.54%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.41%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.32%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.76%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.75%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.30%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.30%
▲ 8.13%▲ 1.21%▲ 7.08%
▼ 13.14%▲ 2.34%▲ 1.54%
▲ 2.93%▲ 2.10%▲ 6.41%
▲ 10.00%▼ 0.89%▲ 3.32%
▲ 26.04%▲ 5.96%▲ 10.76%
▲ 5.93%▼ 2.41%▼ 3.75%
▲ 9.79%▲ 0.95%▲ 2.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fastly
▼ 17.30%
9
Close
Jan 02, 2025
Nano-X Imaging
0.95%
▼ 5.19%
1
Open
Jan 02, 2025
Caci International
10.24%
▲ 10.36%
1
Open
Dec 12, 2024
Alphabet Class C
8.94%
▲ 8.14%
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
6.54%
▼ 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
3.24%
▲ 20.94%
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
13.51%
▲ 2.59%
16
Open
Jun 14, 2024
DoubleVerify Holdings
▼ 1.19%
8
Close
Jun 14, 2024