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Dan's 401K - New Portfolio
Dan Carlson
Dan's 401KIndividual Investor
Ranked #140,996 out of 788,370 TipRanks' Investors
Success Rate
68 out of 111
profitable transactions
profitable transactions
Average Return
14.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.43%
6-Month Return▲ 9.37%
12-Month Return▲ 22.66%
YTD Return▲ 5.09%
Total Return▲ 35.40%
Best Trade
Bio
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.36%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.42%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.95%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 4.11%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.61%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 2.42%
Feb 2025
▲ 8.13%▲ 1.21%▲ 2.38%
▼ 13.14%▲ 2.34%▲ 3.36%
▲ 2.93%▲ 2.10%▲ 3.05%
▲ 9.99%▼ 0.89%▼ 0.42%
▲ 26.03%▲ 5.96%▲ 4.95%
▲ 5.94%▼ 2.41%▼ 4.11%
▲ 5.25%▲ 2.69%▲ 2.61%
▼ 10.49%▼ 0.31%▲ 2.42%
Recent Activity
Invesco Variable Rate Preferred ETF
5.9%
0.00%
2
Buy
Feb 21, 2025
Schwab US Dividend Equity ETF
―
▲ 0.01%
6
Close
Feb 12, 2025
iShares Evolved US Discretionary Spending ETF
6.57%
▼ 2.40%
2
Buy
Feb 12, 2025
Fidelity Select Health Care
3.95%
▼ 1.84%
2
Buy
Feb 11, 2025
AT&T
5.98%
▲ 42.82%
12
Buy
Feb 04, 2025
Enbridge
6.71%
▲ 5.96%
5
Buy
Feb 03, 2025
Union Pacific
5.24%
▲ 6.53%
6
Buy
Feb 03, 2025
American Express
5.93%
▲ 4.88%
5
Buy
Feb 03, 2025
Dominion Energy
2.77%
▲ 4.53%
3
Buy
Feb 03, 2025
United Parcel
7.47%
▼ 12.97%
5
Buy
Feb 03, 2025
Enterprise Products Partners
―
▲ 14.08%
11
Close
Jan 28, 2025
Vistra Energy
―
▼ 29.32%
2
Sell
Jan 28, 2025
Eli Lilly & Co
―
▲ 144.99%
4
Sell
Jan 23, 2025
iShares Russell 2000 ETF
4.63%
▼ 2.57%
6
Buy
Jan 22, 2025
Pfizer
6.04%
▼ 4.38%
10
Buy
Jan 02, 2025
DR Horton
―
▼ 16.84%
2
Close
Dec 31, 2024
Capital Group Dividend Value ETF
4.16%
▲ 2.79%
2
Buy
Dec 27, 2024
Sweetgreen
―
▲ 9.75%
5
Sell
Dec 19, 2024
Coca-Cola
6.55%
▲ 12.35%
4
Buy
Dec 16, 2024
GlaxoSmithKline
―
▼ 6.14%
5
Close
Dec 11, 2024