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Dan's 401K - New Portfolio

PerformancePortfolio Details

Dan Carlson

Dan's 401K
Individual Investor
Ranked #72,560 out of 781,348 TipRanks' Investors
Success Rate
70%
66 out of 94
profitable transactions
Average Return
15.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.97%
6-Month Return▲ 10.18%
12-Month Return▲ 22.84%
YTD Return▲ 2.72%
Total Return▲ 31.77%

Best Trade

AssetEli Lilly & Co (LLY)
Opened at
Closed at-
Gain▲ 242.11%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.21%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.36%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.42%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.95%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.53%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 2.72%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.21%
▲ 8.13%▲ 1.21%▲ 2.38%
▼ 13.14%▲ 2.34%▲ 3.36%
▲ 2.93%▲ 2.10%▲ 3.05%
▲ 10.00%▼ 0.89%▼ 0.42%
▲ 26.04%▲ 5.96%▲ 4.95%
▲ 5.93%▼ 2.41%▼ 4.53%
▲ 6.90%▲ 1.96%▲ 2.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UPS
United Parcel
2.3%
▲ 4.19%
1
Buy
Jan 15, 2025
PFE
Pfizer
6.59%
▼ 3.14%
10
Buy
Jan 02, 2025
T
AT&T
5.41%
▲ 23.19%
11
Buy
Jan 02, 2025
UNP
Union Pacific
4.21%
▲ 4.07%
5
Buy
Jan 02, 2025
D
Dominion Energy
1.93%
▲ 3.15%
2
Buy
Jan 02, 2025
DHI
DR Horton
―
▼ 16.84%
2
Sell
Dec 31, 2024
CGDV
Capital Group Dividend Value ETF
4.42%
▲ 1.32%
2
Buy
Dec 27, 2024
IWM
iShares Russell 2000 ETF
3.28%
▲ 3.30%
5
Buy
Dec 20, 2024
SG
Sweetgreen
―
▲ 9.75%
5
Sell
Dec 19, 2024
SCHD
Schwab US Dividend Equity ETF
4.59%
▲ 1.27%
5
Buy
Dec 16, 2024
KO
Coca-Cola
6.18%
▼ 1.71%
4
Buy
Dec 16, 2024
GSK
GlaxoSmithKline
―
▼ 6.14%
5
Close
Dec 11, 2024
LLY
Eli Lilly & Co
3.19%
▲ 144.99%
3
Buy
Dec 10, 2024
GLD
SPDR Gold Shares
―
▼ 0.97%
6
Close
Nov 14, 2024
EPD
Enterprise Products Partners
5.95%
▲ 18.04%
9
Buy
Nov 14, 2024
ENB
Enbridge
―
▲ 108.91%
4
Sell
Nov 14, 2024
ENB
Enbridge
6.27%
▲ 10.36%
4
Buy
Nov 13, 2024
AXP
American Express
5.5%
▲ 15.95%
4
Buy
Nov 08, 2024
UBER
Uber Technologies
―
▲ 2.79%
3
Close
Nov 07, 2024
WMB
Williams Co
―
▲ 27.98%
5
Sell
Nov 07, 2024