FIDELITY BLEND - New Portfolio

gelf&74 investment

FIDELITY BLEND
Individual Investor
Ranked #328,708 out of 748,626 TipRanks' Investors
Success Rate
51%
1235 out of 2431
profitable transactions
Average Return
0.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.79%
6-Month Return▲ 3.58%
12-Month Return▲ 8.75%
YTD Return▲ 3.10%
Total Return▲ 31.90%

Best Trade

Opened at
Closed at-
Gain▲ 79.25%

Bio

blend with passive Income

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 4.02%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.07%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.61%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.24%
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
▲ 24.77%
▼ 1.07%
▲ 6.30%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.02%
▼ 1.87%▲ 1.59%▼ 2.07%
▲ 14.08%▲ 5.22%▲ 4.61%
▲ 5.05%▲ 3.27%▲ 3.24%
▼ 12.40%▼ 4.03%▼ 6.27%
▲ 11.46%▲ 5.06%▼ 6.23%
▼ 2.25%▲ 3.53%▲ 4.33%
▲ 24.77%▼ 1.07%▲ 6.30%

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
2.44%
▼ 2.66%
32
Open
Jun 14, 2024
Chevron
3.32%
▲ 14.08%
42
Open
Jun 14, 2024
Dutch Bros Inc
3.99%
▼ 3.98%
16
Open
Jun 14, 2024
DoubleVerify Holdings
▼ 1.19%
8
Close
Jun 14, 2024
Global Payments
2.13%
▲ 3.24%
3
Open
Jun 14, 2024
Atlassian
11.18%
▲ 1.11%
4
Buy
Jun 14, 2024
Expedia
▲ 10.73%
2
Close
Jun 14, 2024
Dynatrace
▼ 5.76%
4
Close
May 31, 2024
Fastly
7.76%
▼ 32.36%
7
Buy
May 31, 2024
Smartsheet
2.54%
▲ 13.30%
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
1.89%
▼ 7.21%
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
2.86%
▲ 32.25%
4
Open
May 09, 2024