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DAN CARLSON IRA TD AMERITRADE - New Portfolio

Dan Carlson

DAN CARLSON IRA TD AMERITRADE
Individual Investor
Ranked #112,999 out of 747,498 TipRanks' Investors
Success Rate
56%
70 out of 125
profitable transactions
Average Return
19.72%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
24.87% IRM
11.82% CVX
10.23% KO
9.78% WMB
7.91% LLY
35.39% Others
By Assets
92.29% Stocks
7.71% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
24.87% Real Estate
23.44% Energy
18.54% Healthcare
10.23% Consumer Defensive
7.71% General
15.21% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
62g2p4yt
62g2p4yt
62g2p4yt
premium
62g2p4yt
premium
62g2p4yt
62g2p4yt
62g2p4yt
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q9e1ul
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q9e1ul
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a804im0wtu
a804im0wtu
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a804im0wtu
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a804im0wtu
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premium
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e008tpb85d
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dco2z1nhlfj
dco2z1nhlfj
premium
dco2z1nhlfj
premium
dco2z1nhlfj
dco2z1nhlfj
dco2z1nhlfj
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premium
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premium
jsqw9iw1wk
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wjrxl2
wjrxl2
premium
wjrxl2
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wjrxl2
wjrxl2
wjrxl2
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aw0sz4rs8tf
aw0sz4rs8tf
premium
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aw0sz4rs8tf
13aenz6h25p
13aenz6h25p
13aenz6h25p
premium
13aenz6h25p
premium
13aenz6h25p
13aenz6h25p
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VYMI
VYMI
< ETF >
Vanguard International High Dividend Yield ETF
$70.63
$0.56
(0.8%)
After
0.17%
premium
premium
$7.71B
7.30%
HLN
Haleon PLC Sponsored ADR
$8.92
$0.01
(0.11%)
After
0.67%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$39.96B
4.09%
PFE
Pfizer
$29.60
$0.37
(1.23%)
After
0.2%
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$169.83B
-15.63%
WMB
Williams Co
$44.77
$0.77
(1.75%)
After
0%
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$53.63B
36.27%
KO
Coca-Cola
$64.77
$0.52
(0.8%)
After
0%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$281.27B
7.88%
GSK
GlaxoSmithKline
$39.39
$0.04
(0.1%)
After
0.08%
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$80.20B
14.32%
LLY
Eli Lilly & Co
$865.97
$8.5
(0.99%)
After
0.12%
premium
17 Buy
4 Hold
0 Sell
Strong Buy
premium
$814.94B
88.08%
IRM
Iron Mountain
$100.13
$1.85
(1.88%)
After
0.11%
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$28.81B
63.85%
CVX
Chevron
$156.99
$2.16
(1.36%)
After
0.05%
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$293.31B
2.45%
T
AT&T
$18.55
$0.57
(2.98%)
After
0.05%
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$137.09B
36.67%
UNP
Union Pacific
$243.27
$0.95
(0.39%)
After
0%
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$147.84B
14.21%
EPD
Enterprise Products Partners
$29.98
$0.02
(0.07%)
After
0.1%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$65.15B
19.38%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$81.18
$0.07
(0.09%)
After
0.02%
premium
394 Buy
424 Hold
67 Sell
Moderate Buy
premium
$57.76B
7.56%
UBER
Uber Technologies
$67.73
$0.42
(0.62%)
After
0.07%
premium
30 Buy
2 Hold
0 Sell
Strong Buy
premium
$140.65B
42.24%
BHP
BHP Group
$55.75
$0.1
(0.18%)
After
0.25%
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$141.30B
-4.66%