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Brokerage Acct - New Portfolio
Dan Carlson
Brokerage AcctIndividual Investor
Ranked #328,532 out of 852,106 TipRanks' Investors
Success Rate
26 out of 42
profitable transactions
profitable transactions
Average Return
12.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.00%
6-Month Return▲ 11.83%
12-Month Return▲ 12.66%
YTD Return▲ 6.71%
Total Return▲ 29.62%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 2.50%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.80%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.27%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.86%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 1.14%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.07%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.11%
Jan 2026
―
▲ 0.50%
▼ 0.37%
Feb 2026
▲ 7.60%▲ 2.30%▲ 2.50%
▲ 2.76%▲ 2.05%▲ 5.80%
▲ 12.88%▲ 3.56%▲ 0.27%
▲ 10.96%▲ 2.38%▼ 1.86%
▼ 3.58%▲ 0.19%▲ 1.14%
▼ 0.10%▲ 0.08%▲ 0.07%
▲ 4.06%▲ 1.47%▲ 7.11%
―▲ 0.50%▼ 0.37%
Recent Activity
AB High Yield ETF
9.74%
▼ 6.92%
6
Buy
Jan 06, 2026
Chevron
16.49%
▲ 31.47%
7
Buy
Dec 10, 2025
Energy Transfer
20.92%
▲ 20.68%
5
Buy
Nov 19, 2025
AbbVie
30.76%
▲ 49.07%
6
Sell
Nov 17, 2025
American Express
5%
▲ 7.23%
3
Buy
Nov 10, 2025
Verizon
17.1%
▲ 7.82%
7
Buy
Nov 03, 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