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Brokerage Acct - New Portfolio
Dan Carlson
Brokerage AcctIndividual Investor
Ranked #271,697 out of 767,315 TipRanks' Investors
Success Rate
7 out of 12
profitable transactions
profitable transactions
Average Return
30.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.49%
6-Month Return▲ 3.92%
12-Month Return-
YTD Return▲ 11.69%
Total Return▲ 11.69%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.68%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 13.55%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.37%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 10.69%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 5.01%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.26%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.14%
Oct 2024
▲ 16.97%
▲ 5.02%
▼ 0.58%
Nov 2024
▼ 12.40%▼ 4.03%▼ 7.68%
▲ 11.46%▲ 5.06%▲ 13.55%
▼ 2.25%▲ 3.53%▼ 2.37%
▲ 25.72%▲ 1.21%▲ 10.69%
▼ 4.22%▲ 2.34%▼ 5.01%
▲ 7.82%▲ 2.10%▲ 2.26%
▲ 6.02%▼ 0.89%▲ 0.14%
▲ 16.97%▲ 5.02%▼ 0.58%
Recent Activity
Energy Transfer
12.68%
▲ 40.86%
2
Buy
Nov 11, 2024
AbbVie
34.95%
▲ 43.26%
2
Buy
Nov 11, 2024
Verizon
14.52%
▲ 4.85%
2
Buy
Nov 01, 2024
Exxon Mobil
10.83%
▲ 36.18%
2
Buy
Sep 10, 2024
Chevron
20.56%
▲ 58.77%
2
Buy
Sep 10, 2024
Pfizer
6.45%
▼ 1.00%
2
Buy
Sep 03, 2024