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Brokerage Acct - New Portfolio
Dan Carlson
Brokerage AcctIndividual Investor
Ranked #160,368 out of 793,101 TipRanks' Investors
Success Rate
15 out of 21
profitable transactions
profitable transactions
Average Return
23.06%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.55%
6-Month Return▲ 9.65%
12-Month Return▲ 20.44%
YTD Return▲ 8.58%
Total Return▲ 21.37%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 5.01%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.26%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.02%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.05%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.13%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 2.09%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.88%
Feb 2025
▲ 2.82%
▼ 4.80%
▲ 1.41%
Mar 2025
▼ 13.14%▲ 2.34%▼ 5.01%
▲ 2.93%▲ 2.10%▲ 2.26%
▲ 10.00%▼ 0.89%▼ 0.02%
▲ 26.01%▲ 5.96%▲ 5.05%
▲ 5.39%▼ 2.41%▼ 5.13%
▲ 5.83%▲ 2.69%▲ 2.09%
▼ 12.86%▼ 1.27%▲ 4.88%
▲ 2.82%▼ 4.80%▲ 1.41%
Recent Activity
AbbVie
35.49%
▲ 50.05%
4
Buy
Jan 24, 2025
Exxon Mobil
17.86%
▲ 10.93%
5
Buy
Jan 22, 2025
Permian Resources
4.18%
▼ 10.89%
1
Buy
Jan 16, 2025
Chevron
15.36%
▲ 37.33%
3
Buy
Dec 10, 2024
Pfizer
4.78%
▼ 3.49%
3
Buy
Dec 02, 2024
Energy Transfer
10.3%
▲ 38.90%
3
Buy
Nov 19, 2024
Verizon
11.22%
▲ 11.01%
2
Buy
Nov 01, 2024