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Dan's 401K - New Portfolio
Dan Carlson
Dan's 401KIndividual Investor
Ranked #354,912 out of 812,326 TipRanks' Investors
Success Rate
68 out of 132
profitable transactions
profitable transactions
Average Return
9.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.79%
6-Month Return▼ 1.15%
12-Month Return▲ 8.30%
YTD Return▲ 1.58%
Total Return▲ 31.10%
Best Trade
Bio
Performance
27.86%0-27.86%
▲ 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
▲ 27.86%
▲ 2.30%
▼ 3.08%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 0.39%
Aug 2025
▲ 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%
▲ 27.86%▲ 2.30%▼ 3.08%
▲ 0.42%▲ 0.11%▲ 0.39%
Recent Activity
PIMCO Multisector Bond Active Exchange-Traded Fund
3.27%
▲ 0.25%
1
Buy
Jul 30, 2025
United Airlines Holdings
―
▲ 3.46%
2
Sell
Jul 18, 2025
NEOS S&P 500 High Income ETF
6.86%
▲ 0.03%
1
Buy
Jul 18, 2025
SPDR Bloomberg 3-12 Month T-Bill ETF
40.14%
▼ 0.14%
2
Buy
Jul 17, 2025
JPMorgan Chase
7.72%
▼ 0.54%
1
Buy
Jul 16, 2025
EQT
2.76%
▼ 10.85%
3
Buy
Jul 15, 2025
AB High Yield ETF
0.85%
▲ 0.92%
1
Buy
Jun 20, 2025
Quanta Services
2.61%
▲ 6.39%
1
Buy
Jun 18, 2025
SPDR Bloomberg 1-3 Month T-Bill ETF
24.63%
▲ 0.07%
1
Buy
Jun 02, 2025
Fastenal Company
―
▼ 3.56%
4
Sell
May 08, 2025
Tesla
―
▲ 8.60%
2
Sell
May 08, 2025
AT&T
3.93%
▲ 50.55%
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