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Dan's 401K
- New Portfolio
Performance
Portfolio Details
Dan Carlson
Dan's 401K
Individual Investor
Ranked #139,909 out of 775,523 TipRanks' Investors
Success Rate
62%
53 out of 86
profitable transactions
Average Return
14.03%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
11.24%
KO
10.14%
ENB
9.96%
PFE
9.60%
EPD
9.01%
AXP
50.05%
Others
By Assets
75.63%
Stocks
20.52%
ETFs
3.85%
Cash
0.00%
Funds
0.00%
Cryptocurrency
By Sector
21.34%
General
19.74%
Energy
18.92%
Healthcare
11.24%
Consumer Defensive
9.01%
Financial
19.75%
Other
Portfolio Holdings
Select Columns
15
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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HLN
Haleon PLC Sponsored ADR
$9.71
$0.2
(
2.02%
)
Pre
0.21%
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$43.76B
22.04%
IWM
< ETF >
iShares Russell 2000 ETF
$220.84
$10.23
(
4.43%
)
Pre
0.56%
premium
5K
Buy
3K
Hold
418
Sell
Hold
premium
$79.46B
15.00%
EPD
Enterprise Products Partners
$30.45
$0.84
(
2.68%
)
Pre
0.36%
premium
8
Buy
1
Hold
0
Sell
Strong Buy
premium
$66.00B
19.52%
PFE
Pfizer
$25.89
$0.54
(
2.04%
)
Pre
0.19%
premium
8
Buy
10
Hold
1
Sell
Moderate Buy
premium
$146.72B
-6.14%
ENB
Enbridge
$40.50
$0.9
(
2.17%
)
Pre
0.12%
premium
4
Buy
7
Hold
0
Sell
Moderate Buy
premium
$88.27B
15.26%
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.08
$0.73
(
2.62%
)
Pre
0.37%
premium
436
Buy
439
Hold
75
Sell
Moderate Buy
premium
$65.47B
10.67%
T
AT&T
$22.48
$0.35
(
1.53%
)
Pre
0.09%
premium
15
Buy
3
Hold
0
Sell
Strong Buy
premium
$161.30B
37.45%
LLY
Eli Lilly & Co
$764.71
$13.91
(
1.79%
)
Pre
0.04%
premium
16
Buy
2
Hold
0
Sell
Strong Buy
premium
$725.95B
34.29%
UNP
Union Pacific
$224.54
$5.34
(
2.32%
)
Pre
0.2%
premium
11
Buy
6
Hold
0
Sell
Moderate Buy
premium
$136.13B
-5.26%
KO
Coca-Cola
$62.85
$0.55
(
0.87%
)
Pre
0.11%
premium
12
Buy
2
Hold
0
Sell
Strong Buy
premium
$270.75B
7.77%
SG
Sweetgreen
$33.63
$2.25
(
6.27%
)
Pre
1.4%
premium
5
Buy
3
Hold
0
Sell
Moderate Buy
premium
$3.89B
200.00%
AXP
American Express
$287.78
$13.56
(
4.5%
)
Pre
0.91%
premium
6
Buy
11
Hold
1
Sell
Moderate Buy
premium
$202.73B
63.43%
DHI
DR Horton
$141.77
$4.94
(
3.37%
)
Pre
3.38%
premium
6
Buy
8
Hold
2
Sell
Hold
premium
$45.48B
-0.67%
CGDV
< ETF >
Capital Group Dividend Value ETF
$35.17
$0.99
(
2.74%
)
Pre
1.71%
premium
651
Buy
286
Hold
30
Sell
Moderate Buy
premium
$12.33B
18.26%
D
Dominion Energy
$52.63
$0.96
(
1.79%
)
Pre
0.23%
premium
2
Buy
10
Hold
0
Sell
Hold
premium
$44.21B
9.62%
15
Results | Showing
1
out of
1
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