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Dan's 401K - New Portfolio
Dan Carlson
Dan's 401KIndividual Investor
Ranked #450,428 out of 821,666 TipRanks' Investors
Success Rate
74 out of 149
profitable transactions
profitable transactions
Average Return
7.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.13%
6-Month Return▲ 5.88%
12-Month Return▲ 0.92%
YTD Return▲ 0.28%
Total Return▲ 29.43%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 1.79%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.57%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 0.29%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.17%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 3.08%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.89%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.05%
Sep 2025
▲ 1.27%
▲ 0.82%
▼ 3.63%
Oct 2025
▼ 6.38%▼ 5.57%▼ 1.79%
▲ 0.80%▼ 0.87%▼ 3.57%
▲ 11.63%▲ 6.28%▲ 0.29%
▲ 9.25%▲ 5.14%▲ 3.17%
▲ 7.60%▲ 2.30%▼ 3.08%
▲ 2.76%▲ 2.05%▲ 2.89%
▲ 12.88%▲ 3.56%▼ 0.05%
▲ 1.27%▲ 0.82%▼ 3.63%
Recent Activity
PepsiCo
4.17%
▼ 2.77%
3
Buy
Sep 30, 2025
EQT
―
▼ 4.63%
6
Sell
Sep 26, 2025
Acushnet Holdings
―
▼ 2.74%
3
Sell
Sep 26, 2025
PIMCO Multisector Bond Active Exchange-Traded Fund
9.8%
▲ 0.30%
4
Buy
Sep 25, 2025
AB High Yield ETF
7.69%
▲ 0.50%
3
Buy
Sep 15, 2025
SPDR Portfolio High Yield Bond ETF
4.41%
▼ 0.18%
2
Buy
Sep 15, 2025
Topgolf Callaway Brands
―
▼ 2.13%
2
Close
Sep 09, 2025
Rocket Companies
0.93%
▼ 6.54%
1
Buy
Aug 20, 2025
Copa Holdings
2.65%
▲ 3.51%
1
Buy
Aug 19, 2025
Quanta Services
―
▲ 4.36%
2
Sell
Aug 15, 2025
JPMorgan Chase
8.48%
▲ 6.60%
2
Buy
Aug 13, 2025
United Airlines Holdings
―
▲ 3.46%
2
Sell
Jul 18, 2025
NEOS S&P 500 High Income ETF
5.77%
▲ 3.15%
1
Buy
Jul 18, 2025
SPDR Bloomberg 3-12 Month T-Bill ETF
32.72%
▼ 0.09%
2
Buy
Jul 17, 2025
SPDR Bloomberg 1-3 Month T-Bill ETF
20.07%
▲ 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
2.95%
▲ 38.80%
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