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Dan's 401K - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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etdnfemxw
etdnfemxw
premium
etdnfemxw
premium
etdnfemxw
etdnfemxw
etdnfemxw
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4eq6gvjakf8
4eq6gvjakf8
premium
4eq6gvjakf8
premium
4eq6gvjakf8
4eq6gvjakf8
4eq6gvjakf8
lr6tvo5wooc
lr6tvo5wooc
lr6tvo5wooc
premium
lr6tvo5wooc
premium
lr6tvo5wooc
lr6tvo5wooc
lr6tvo5wooc
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omr8ar73wrf
omr8ar73wrf
premium
omr8ar73wrf
premium
omr8ar73wrf
omr8ar73wrf
omr8ar73wrf
dnjj1ur75zd
dnjj1ur75zd
dnjj1ur75zd
premium
dnjj1ur75zd
premium
dnjj1ur75zd
dnjj1ur75zd
dnjj1ur75zd
c9pv4mvcqhw
c9pv4mvcqhw
c9pv4mvcqhw
premium
c9pv4mvcqhw
premium
c9pv4mvcqhw
c9pv4mvcqhw
c9pv4mvcqhw
y76222qcu
y76222qcu
y76222qcu
premium
y76222qcu
premium
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y76222qcu
y76222qcu
na3xwncaoo
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na3xwncaoo
premium
na3xwncaoo
premium
na3xwncaoo
na3xwncaoo
na3xwncaoo
e3bnmxc27t
e3bnmxc27t
e3bnmxc27t
premium
e3bnmxc27t
premium
e3bnmxc27t
e3bnmxc27t
e3bnmxc27t
19bclpm
19bclpm
19bclpm
premium
19bclpm
premium
19bclpm
19bclpm
19bclpm
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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
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
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
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%