Education
About Us
Working with TipRanks
Follow Us
Brokerage Acct - New Portfolio
Dan Carlson
Brokerage AcctIndividual Investor
Ranked #447,264 out of 834,043 TipRanks' Investors
Success Rate
21 out of 41
profitable transactions
profitable transactions
Average Return
9.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.24%
6-Month Return▲ 8.92%
12-Month Return▲ 9.27%
YTD Return▲ 8.73%
Total Return▲ 21.52%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 0.78%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.83%
Jun 2025
▲ 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
▼ 3.57%
▲ 0.19%
▲ 1.51%
Nov 2025
▲ 1.55%
▲ 1.31%
▼ 0.24%
Dec 2025
▲ 11.63%▲ 6.28%▲ 0.78%
▲ 9.25%▲ 5.14%▲ 1.83%
▲ 7.60%▲ 2.30%▲ 2.50%
▲ 2.76%▲ 2.05%▲ 5.80%
▲ 12.88%▲ 3.56%▲ 0.27%
▲ 10.96%▲ 2.38%▼ 1.86%
▼ 3.57%▲ 0.19%▲ 1.51%
▲ 1.55%▲ 1.31%▼ 0.24%
Recent Activity
Chevron
14.97%
▲ 13.33%
7
Buy
Dec 10, 2025
AB High Yield ETF
10.25%
▲ 0.83%
5
Buy
Dec 04, 2025
Energy Transfer
19.74%
▲ 10.19%
5
Buy
Nov 19, 2025
AbbVie
33.02%
▲ 51.64%
6
Sell
Nov 17, 2025
American Express
5.68%
▲ 15.73%
3
Buy
Nov 10, 2025
Verizon
16.34%
▼ 2.41%
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