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Dan's 401K - New Portfolio

PerformancePortfolio Details

Dan Carlson

Dan's 401K
Individual Investor
Ranked #94,844 out of 775,286 TipRanks' Investors
Success Rate
67%
58 out of 86
profitable transactions
Average Return
16.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.88%
6-Month Return▲ 12.45%
12-Month Return▲ 26.33%
YTD Return▲ 24.83%
Total Return▲ 29.64%

Best Trade

AssetEli Lilly & Co (LLY)
Opened at
Closed at-
Gain▲ 258.82%

Bio

Performance

43.24%0-43.24%
▲ 11.46%
▲ 5.06%
▲ 6.63%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.21%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.36%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 5.39%
▼ 0.89%
▼ 0.20%
Oct 2024
▲ 43.24%
▲ 5.96%
▲ 4.95%
Nov 2024
▲ 4.37%
▲ 0.29%
▼ 3.73%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.63%
▼ 2.25%▲ 3.53%▼ 0.21%
▲ 25.71%▲ 1.21%▲ 2.38%
▼ 4.22%▲ 2.34%▲ 3.36%
▲ 7.82%▲ 2.10%▲ 3.05%
▲ 5.39%▼ 0.89%▼ 0.20%
▲ 43.24%▲ 5.96%▲ 4.95%
▲ 4.37%▲ 0.29%▼ 3.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SCHD
Schwab US Dividend Equity ETF
7.66%
▼ 0.20%
5
Buy
Dec 16, 2024
KO
Coca-Cola
10.81%
▼ 0.17%
4
Buy
Dec 16, 2024
D
Dominion Energy
1.58%
▼ 0.80%
1
Buy
Dec 13, 2024
GSK
GlaxoSmithKline
―
▼ 6.14%
5
Close
Dec 11, 2024
LLY
Eli Lilly & Co
5.71%
▲ 156.96%
3
Buy
Dec 10, 2024
PFE
Pfizer
9.58%
▼ 4.22%
9
Buy
Dec 03, 2024
GLD
SPDR Gold Shares
―
▼ 0.97%
6
Close
Nov 14, 2024
EPD
Enterprise Products Partners
9.23%
▲ 8.34%
9
Buy
Nov 14, 2024
ENB
Enbridge
―
▲ 108.91%
4
Sell
Nov 14, 2024
ENB
Enbridge
9.74%
▲ 7.85%
4
Buy
Nov 13, 2024
AXP
American Express
8.66%
▲ 10.71%
4
Buy
Nov 08, 2024
UBER
Uber Technologies
―
▲ 2.79%
3
Close
Nov 07, 2024
IWM
iShares Russell 2000 ETF
5.46%
▲ 3.78%
4
Buy
Nov 07, 2024
WMB
Williams Co
―
▲ 27.98%
5
Sell
Nov 07, 2024
BRK.B
Berkshire Hathaway B
―
▼ 1.57%
4
Sell
Nov 07, 2024
EVRG
Evergy
―
▼ 1.36%
2
Close
Nov 07, 2024
BA
Boeing
―
▼ 1.41%
3
Close
Nov 07, 2024
UNP
Union Pacific
5.56%
▲ 4.11%
3
Sell
Nov 06, 2024
T
AT&T
7.38%
▲ 27.67%
10
Buy
Nov 01, 2024
IRM
Iron Mountain
―
▲ 73.99%
4
Close
Nov 01, 2024