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Dan's 401K - New Portfolio
Dan Carlson
Dan's 401KIndividual Investor
Ranked #316,777 out of 805,660 TipRanks' Investors
Success Rate
65 out of 125
profitable transactions
profitable transactions
Average Return
10.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.04%
6-Month Return▲ 1.87%
12-Month Return▲ 11.91%
YTD Return▲ 2.23%
Total Return▲ 31.94%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.94%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▼ 3.57%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 0.29%
May 2025
▲ 3.20%
▲ 4.12%
▲ 1.02%
Jun 2025
▲ 25.97%▲ 5.96%▲ 4.94%
▲ 5.10%▼ 2.41%▼ 3.94%
▲ 6.03%▲ 2.69%▲ 2.85%
▼ 12.86%▼ 1.27%▲ 3.59%
▼ 1.80%▼ 5.57%▼ 1.79%
▲ 1.83%▼ 0.87%▼ 3.57%
▲ 12.21%▲ 6.28%▲ 0.29%
▲ 3.20%▲ 4.12%▲ 1.02%
Recent Activity
AB High Yield ETF
1.4%
▲ 0.67%
1
Buy
Jun 20, 2025
Quanta Services
4.25%
▲ 4.72%
1
Buy
Jun 18, 2025
EQT
2.6%
▼ 1.88%
1
Buy
Jun 18, 2025
SPDR Bloomberg 1-3 Month T-Bill ETF
40.92%
▲ 0.30%
1
Buy
Jun 02, 2025
Fastenal Company
―
▼ 3.56%
4
Sell
May 08, 2025
Tesla
―
▲ 8.60%
2
Sell
May 08, 2025
AT&T
6.51%
▲ 50.66%
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
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