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Linda 401K - New Portfolio

Dan Carlson

Linda 401K
Individual Investor
Ranked #149,423 out of 858,971 TipRanks' Investors
Success Rate
91%
10 out of 11
profitable transactions
Average Return
70.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.32%
6-Month Return▲ 3.68%
12-Month Return▲ 43.15%
YTD Return▼ 5.12%
Total Return▲ 146.39%

Best Trade

Opened at
Closed at-
Gain▲ 183.63%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.99%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.99%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.96%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.98%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.17%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.13%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.73%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 7.36%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.99%
▲ 10.96%▲ 2.38%▲ 7.99%
▼ 3.68%▲ 0.19%▲ 0.96%
▼ 0.10%▲ 0.08%▼ 0.98%
▲ 4.06%▲ 1.47%▼ 1.17%
▼ 1.12%▼ 0.86%▼ 6.13%
▲ 0.60%▼ 4.94%▼ 4.73%
▲ 7.53%▲ 5.50%▲ 7.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
14.69%
▲ 41.29%
2
Buy
Nov 07, 2024
CrowdStrike Holdings
▲ 81.66%
2
Close
Nov 07, 2024
Energy Transfer
▲ 90.15%
2
Close
Nov 07, 2024
Shift4 Payments
▲ 179.48%
2
Close
Nov 07, 2024
Alphabet Class A
17.99%
▲ 131.21%
2
Buy
Nov 07, 2024
Microsoft
16.29%
▲ 17.14%
2
Buy
Nov 07, 2024
Nvidia
0.32%
▲ 27.21%
1
Open
Nov 07, 2024
Amazon
10.06%
▲ 14.21%
1
Open
Nov 07, 2024