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Dan's 401K - New Portfolio
Dan Carlson
Dan's 401KIndividual Investor
Ranked #317,387 out of 809,057 TipRanks' Investors
Success Rate
70 out of 130
profitable transactions
profitable transactions
Average Return
9.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.43%
6-Month Return▼ 0.22%
12-Month Return▲ 8.11%
YTD Return▲ 1.26%
Total Return▲ 30.69%
Best Trade
Bio
Performance
14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 3.94%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.85%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.59%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.79%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.57%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.29%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.17%
Jun 2025
▲ 14.83%
▲ 1.65%
▼ 3.02%
Jul 2025
▲ 5.10%▼ 2.41%▼ 3.94%
▲ 6.03%▲ 2.69%▲ 2.85%
▼ 12.86%▼ 1.27%▲ 3.59%
▼ 1.80%▼ 5.57%▼ 1.79%
▲ 1.84%▼ 0.87%▼ 3.57%
▲ 12.20%▲ 6.28%▲ 0.29%
▲ 6.24%▲ 5.14%▲ 3.17%
▲ 14.83%▲ 1.65%▼ 3.02%
Recent Activity
United Airlines Holdings
―
▲ 3.46%
2
Sell
Jul 18, 2025
NEOS S&P 500 High Income ETF
7.37%
0.00%
1
Buy
Jul 18, 2025
SPDR Bloomberg 3-12 Month T-Bill ETF
43.08%
▼ 0.04%
2
Buy
Jul 17, 2025
JPMorgan Chase
8.41%
▲ 0.96%
1
Buy
Jul 16, 2025
EQT
3.42%
▲ 2.98%
3
Buy
Jul 15, 2025
AB High Yield ETF
0.91%
▲ 0.75%
1
Buy
Jun 20, 2025
Quanta Services
2.91%
▲ 10.77%
1
Buy
Jun 18, 2025
SPDR Bloomberg 1-3 Month T-Bill ETF
26.45%
▲ 0.21%
1
Buy
Jun 02, 2025
Fastenal Company
―
▼ 3.56%
4
Sell
May 08, 2025
Tesla
―
▲ 8.60%
2
Sell
May 08, 2025
AT&T
4.04%
▲ 44.54%
13
Sell
May 07, 2025
Invesco Variable Rate Preferred ETF
―
▼ 3.79%
3
Close
Apr 12, 2025
Pfizer
―
▼ 20.59%
11
Close
Apr 10, 2025
Union Pacific
―
▼ 9.65%
7
Sell
Apr 10, 2025
Coca-Cola
―
▲ 7.74%
5
Sell
Apr 10, 2025
Capital Group Dividend Value ETF
―
▼ 10.88%
3
Sell
Apr 10, 2025
iShares Evolved US Discretionary Spending ETF
―
▼ 16.60%
3
Sell
Apr 10, 2025
Enbridge
―
▲ 9.44%
6
Close
Apr 05, 2025
Berkshire Hathaway B
―
▲ 0.24%
6
Close
Apr 05, 2025
United Parcel
―
▼ 22.06%
6
Close
Apr 05, 2025