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Brokerage Acct - New Portfolio
Dan Carlson
Brokerage AcctIndividual Investor
Ranked #333,998 out of 809,271 TipRanks' Investors
Success Rate
16 out of 26
profitable transactions
profitable transactions
Average Return
9.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.14%
6-Month Return▼ 1.08%
12-Month Return▲ 2.83%
YTD Return▲ 1.20%
Total Return▲ 13.11%
Best Trade
Bio
Performance
21.53%0-21.53%
▲ 5.10%
▼ 2.41%
▼ 5.13%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.88%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.92%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 10.18%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.78%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.83%
Jun 2025
▲ 21.53%
▲ 1.77%
▲ 0.59%
Jul 2025
▲ 5.10%▼ 2.41%▼ 5.13%
▲ 6.03%▲ 2.69%▲ 2.10%
▼ 12.86%▼ 1.27%▲ 4.88%
▼ 1.80%▼ 5.57%▲ 1.92%
▲ 1.84%▼ 0.87%▼ 10.18%
▲ 12.20%▲ 6.28%▲ 0.78%
▲ 6.24%▲ 5.14%▲ 1.83%
▲ 21.53%▲ 1.77%▲ 0.59%
Recent Activity
AB High Yield ETF
0.22%
▲ 0.97%
1
Buy
Jun 20, 2025
Chevron
24.2%
▲ 18.97%
5
Buy
May 23, 2025
Verizon
18.81%
▲ 2.49%
4
Buy
Apr 24, 2025
Exxon Mobil
―
▼ 3.47%
6
Close
Apr 10, 2025
Pfizer
―
▼ 10.32%
4
Close
Apr 05, 2025
Permian Resources
―
▼ 10.71%
2
Close
Apr 04, 2025
AbbVie
43.67%
▲ 32.60%
4
Buy
Jan 24, 2025
Energy Transfer
13.1%
▲ 26.83%
3
Buy
Nov 19, 2024