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Dan's 401K - New Portfolio

Dan Carlson

Dan's 401K
Individual Investor
Ranked #94,476 out of 783,845 TipRanks' Investors
Success Rate
67%
68 out of 102
profitable transactions
Average Return
13.58%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.07% PFE
9.64% KO
9.18% ENB
9.10% UPS
8.76% T
53.25% Others
By Assets
60.87% Stocks
26.41% ETFs
9.68% Cash
3.04% Funds
0.00% Cryptocurrency
By Sector
32.60% General
15.86% Industrials
12.57% Healthcare
9.64% Consumer Defensive
9.18% Energy
20.14% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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HLN
Haleon PLC Sponsored ADR
$9.47
$0.1
(1.04%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$42.04B
12.74%
IWM
IWM
< ETF >
iShares Russell 2000 ETF
$226.48
$2.05
(0.9%)
premium
5K Buy
3K Hold
394 Sell
Moderate Buy
premium
$75.77B
16.93%
PFE
Pfizer
$26.52
$0.39
(1.45%)
premium
7 Buy
10 Hold
1 Sell
Moderate Buy
premium
$150.29B
-2.82%
ENB
Enbridge
$43.24
$1.26
(2.83%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$94.13B
20.58%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.83
$0.15
(0.54%)
premium
412 Buy
415 Hold
69 Sell
Moderate Buy
premium
$67.98B
8.96%
T
AT&T
$23.73
$0.29
(1.21%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$170.27B
31.54%
UNP
Union Pacific
$247.79
$2.13
(0.85%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$150.22B
-0.22%
KO
Coca-Cola
$63.48
$0.57
(0.89%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$273.46B
4.10%
AXP
American Express
$317.45
$1.5
(0.47%)
premium
8 Buy
11 Hold
1 Sell
Moderate Buy
premium
$223.63B
56.21%
CGDV
CGDV
< ETF >
Capital Group Dividend Value ETF
$36.75
$0.17
(0.46%)
premium
651 Buy
244 Hold
24 Sell
Moderate Buy
premium
$13.42B
21.61%
D
Dominion Energy
$55.59
$0.22
(0.39%)
premium
2 Buy
9 Hold
0 Sell
Hold
premium
$46.70B
19.09%
UPS
United Parcel
$114.23
$0.67
(0.58%)
premium
11 Buy
5 Hold
2 Sell
Moderate Buy
premium
$97.48B
-19.79%
FSPHX
FSPHX
< FUND >
Fidelity Select Health Care
$28.85
$0.21
(0.72%)
premium
83 Buy
3 Hold
0 Sell
Strong Buy
premium
-2.17%
IEDI
IEDI
< ETF >
iShares Evolved US Discretionary Spending ETF
$56.27
$0.472
(0.83%)
premium
1K Buy
885 Hold
101 Sell
Moderate Buy
premium
$34.07M
21.95%