Brokerage Acct - New Portfolio
Dan Carlson
Brokerage AcctIndividual Investor
Ranked #453,337 out of 858,885 TipRanks' Investors
Success Rate
26 out of 51
profitable transactions
profitable transactions
Average Return
5.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.19%
6-Month Return▲ 9.99%
12-Month Return▲ 22.46%
YTD Return▲ 7.73%
Total Return▲ 30.85%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.27%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.86%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.14%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.07%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.11%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.81%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 1.17%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 4.23%
Apr 2026
▲ 12.88%▲ 3.56%▲ 0.27%
▲ 10.96%▲ 2.38%▼ 1.86%
▼ 3.68%▲ 0.19%▲ 1.14%
▼ 0.10%▲ 0.08%▲ 0.07%
▲ 4.06%▲ 1.47%▲ 7.11%
▼ 1.12%▼ 0.86%▲ 3.81%
▲ 0.60%▼ 4.94%▲ 1.17%
▲ 4.89%▲ 4.48%▼ 4.23%
Recent Activity
AB High Yield ETF
9.89%
▼ 5.27%
9
Buy
Apr 08, 2026
Verizon
20.29%
▲ 2.66%
9
Buy
Mar 26, 2026
American Express
―
▼ 19.92%
5
Close
Mar 25, 2026
Chevron
18.21%
▲ 31.19%
8
Buy
Mar 11, 2026
Energy Transfer
22.75%
▲ 13.89%
6
Buy
Feb 20, 2026
AbbVie
28.85%
▲ 22.15%
7
Buy
Feb 18, 2026
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