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Dan's 401K - New Portfolio
Dan Carlson
Dan's 401KIndividual Investor
Ranked #193,079 out of 793,835 TipRanks' Investors
Success Rate
63 out of 117
profitable transactions
profitable transactions
Average Return
13.06%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.46%
6-Month Return▲ 4.03%
12-Month Return▲ 16.38%
YTD Return▲ 3.62%
Total Return▲ 33.74%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.36%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.42%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.94%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.93%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.54%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.59%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 2.46%
Mar 2025
▼ 13.14%▲ 2.34%▲ 3.36%
▲ 2.93%▲ 2.10%▲ 3.05%
▲ 10.00%▼ 0.89%▼ 0.42%
▲ 26.01%▲ 5.96%▲ 4.94%
▲ 5.33%▼ 2.41%▼ 3.93%
▲ 5.89%▲ 2.69%▲ 2.54%
▼ 12.86%▼ 1.27%▲ 3.59%
▼ 1.65%▼ 6.20%▼ 2.46%
Recent Activity
Starbucks
―
▼ 14.69%
2
Close
Mar 28, 2025
Illinois Tool Works
―
▼ 3.49%
2
Close
Mar 28, 2025
McDonald's
―
▲ 0.85%
2
Close
Mar 28, 2025
Haleon PLC Sponsored ADR
―
▲ 18.84%
3
Sell
Feb 28, 2025
Berkshire Hathaway B
7.82%
▲ 0.04%
5
Buy
Feb 28, 2025
SPDR Bloomberg 3-12 Month T-Bill ETF
14.77%
▲ 0.05%
1
Buy
Feb 27, 2025
Fidelity Select Health Care
―
▼ 2.86%
3
Sell
Feb 26, 2025
iShares Russell 2000 ETF
―
▼ 3.27%
7
Close
Feb 25, 2025
American Express
―
▲ 4.93%
6
Close
Feb 25, 2025
Dominion Energy
―
▲ 3.51%
4
Close
Feb 25, 2025
Invesco Variable Rate Preferred ETF
5.41%
▼ 0.93%
2
Buy
Feb 21, 2025
Schwab US Dividend Equity ETF
―
▲ 0.01%
6
Close
Feb 12, 2025
iShares Evolved US Discretionary Spending ETF
5.62%
▼ 9.82%
2
Buy
Feb 12, 2025
AT&T
5.87%
▲ 51.19%
12
Buy
Feb 04, 2025
Enbridge
6.61%
▲ 8.58%
5
Buy
Feb 03, 2025
Union Pacific
4.59%
▲ 0.71%
6
Buy
Feb 03, 2025
United Parcel
6.52%
▼ 16.82%
5
Buy
Feb 03, 2025
Enterprise Products Partners
―
▲ 14.08%
11
Close
Jan 28, 2025
Vistra Energy
―
▼ 29.32%
2
Sell
Jan 28, 2025
Eli Lilly & Co
―
▲ 144.99%
4
Sell
Jan 23, 2025