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Dan's 401K - New Portfolio
Dan Carlson
Dan's 401KIndividual Investor
Ranked #391,647 out of 849,606 TipRanks' Investors
Success Rate
97 out of 178
profitable transactions
profitable transactions
Average Return
7.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.45%
6-Month Return▲ 2.23%
12-Month Return▲ 1.87%
YTD Return▲ 2.70%
Total Return▲ 33.43%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 3.17%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 3.09%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.89%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.05%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 4.18%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 2.66%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.67%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 2.70%
Jan 2026
▲ 9.25%▲ 5.14%▲ 3.17%
▲ 7.60%▲ 2.30%▼ 3.09%
▲ 2.76%▲ 2.05%▲ 2.89%
▲ 12.88%▲ 3.56%▼ 0.05%
▲ 10.96%▲ 2.38%▼ 4.18%
▼ 3.58%▲ 0.19%▲ 2.66%
▼ 0.10%▲ 0.08%▼ 1.67%
▲ 3.22%▲ 1.43%▲ 2.70%
Recent Activity
PepsiCo
3.53%
▲ 1.50%
5
Buy
Jan 07, 2026
Enbridge
1.22%
▲ 8.43%
7
Buy
Jan 06, 2026
Copa Holdings
3.46%
▲ 8.52%
4
Buy
Dec 22, 2025
Fundstrat Granny Shots US Small- & Mid-Cap ETF
1.88%
▲ 10.29%
2
Buy
Dec 22, 2025
Capital Group Core Plus Income ETF
1.12%
▲ 0.23%
1
Buy
Dec 09, 2025
Carlyle Group
1.69%
▲ 19.92%
3
Buy
Dec 01, 2025
Opendoor Technologies
0.43%
▼ 14.64%
2
Buy
Dec 01, 2025
Exxon Mobil
3.33%
▲ 9.88%
2
Buy
Dec 01, 2025
iShares U.S. Healthcare ETF
4.2%
▲ 0.99%
2
Buy
Dec 01, 2025
General Dynamics
1.18%
▲ 117.41%
2
Sell
Nov 14, 2025
Rocket Companies
0.89%
▲ 30.77%
3
Buy
Nov 13, 2025
AT&T
1.89%
▲ 21.39%
15
Buy
Nov 03, 2025
JPMorgan Chase
5.03%
▲ 5.45%
3
Buy
Oct 31, 2025
Dimensional Core Fixed Income ETF
4.92%
▼ 1.00%
2
Buy
Oct 30, 2025
NEOS S&P 500 High Income ETF
6.13%
▲ 2.28%
2
Buy
Oct 29, 2025
Hartford Sustainable Income ETF
6.37%
▼ 0.64%
1
Buy
Oct 22, 2025
PIMCO Income Fund Class A
6.41%
0.00%
1
Buy
Oct 22, 2025
EQT
―
▼ 4.63%
6
Close
Sep 26, 2025
Acushnet Holdings
―
▼ 2.74%
3
Sell
Sep 26, 2025
PIMCO Multisector Bond Active Exchange-Traded Fund
5.75%
▲ 0.60%
4
Buy
Sep 25, 2025