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Linda 401K - New Portfolio

Dan Carlson

Linda 401K
Individual Investor
Ranked #115,847 out of 834,064 TipRanks' Investors
Success Rate
100%
11 out of 11
profitable transactions
Average Return
76.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.23%
6-Month Return▲ 29.40%
12-Month Return▲ 28.06%
YTD Return▲ 30.63%
Total Return▲ 162.24%

Best Trade

Opened at
Closed at
Gain▲ 179.48%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 9.09%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.25%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.79%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.84%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.99%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.99%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 1.18%
Nov 2025
▲ 1.61%
▲ 1.31%
▼ 0.24%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 9.09%
▲ 9.25%▲ 5.14%▲ 6.25%
▲ 7.60%▲ 2.30%▲ 6.79%
▲ 2.76%▲ 2.05%▲ 3.84%
▲ 12.88%▲ 3.56%▲ 6.99%
▲ 10.96%▲ 2.38%▲ 7.99%
▼ 3.57%▲ 0.19%▲ 1.18%
▲ 1.61%▲ 1.31%▼ 0.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
14.83%
▲ 48.89%
2
Buy
Nov 07, 2024
CrowdStrike Holdings
▲ 81.66%
2
Close
Nov 07, 2024
Energy Transfer
▲ 90.16%
2
Close
Nov 07, 2024
Shift4 Payments
▲ 179.48%
2
Close
Nov 07, 2024
Alphabet Class A
16.81%
▲ 125.44%
2
Buy
Nov 07, 2024
Microsoft
19.8%
▲ 48.64%
2
Buy
Nov 07, 2024
Nvidia
0.31%
▲ 28.02%
1
Open
Nov 07, 2024
Amazon
9.34%
▲ 10.70%
1
Open
Nov 07, 2024