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Dan's 401K - New Portfolio
Dan Carlson
Dan's 401KIndividual Investor
Ranked #438,194 out of 833,817 TipRanks' Investors
Success Rate
89 out of 176
profitable transactions
profitable transactions
Average Return
7.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.33%
6-Month Return▼ 0.49%
12-Month Return▲ 0.67%
YTD Return▲ 1.49%
Total Return▲ 30.98%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 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
▲ 10.96%
▲ 2.38%
▼ 4.18%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 2.72%
Nov 2025
▲ 1.45%
▲ 1.32%
▼ 0.92%
Dec 2025
▲ 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%
▲ 10.96%▲ 2.38%▼ 4.18%
▼ 3.57%▲ 0.19%▲ 2.72%
▲ 1.45%▲ 1.32%▼ 0.92%
Recent Activity
Copa Holdings
3.35%
▲ 0.18%
4
Buy
Dec 22, 2025
Fundstrat Granny Shots US Small- & Mid-Cap ETF
1.82%
▲ 1.66%
2
Buy
Dec 22, 2025
Capital Group Core Plus Income ETF
1.17%
▲ 0.05%
1
Buy
Dec 09, 2025
PepsiCo
3.59%
▼ 1.13%
4
Buy
Dec 01, 2025
Carlyle Group
1.64%
▲ 11.46%
3
Buy
Dec 01, 2025
Opendoor Technologies
0.42%
▼ 19.63%
2
Buy
Dec 01, 2025
Exxon Mobil
3.2%
▲ 0.85%
2
Buy
Dec 01, 2025
iShares U.S. Healthcare ETF
4.41%
▲ 1.27%
2
Buy
Dec 01, 2025
General Dynamics
1.16%
▲ 104.40%
2
Sell
Nov 14, 2025
Rocket Companies
0.78%
▲ 9.45%
3
Buy
Nov 13, 2025
AT&T
2.07%
▲ 27.35%
15
Buy
Nov 03, 2025
JPMorgan Chase
5.55%
▲ 10.93%
3
Buy
Oct 31, 2025
Dimensional Core Fixed Income ETF
5.15%
▼ 1.03%
2
Buy
Oct 30, 2025
NEOS S&P 500 High Income ETF
6.4%
▲ 2.05%
2
Buy
Oct 29, 2025
Hartford Sustainable Income ETF
6.7%
▼ 0.21%
1
Buy
Oct 22, 2025
PIMCO Income Fund Class A
6.72%
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
6.02%
▲ 0.68%
4
Buy
Sep 25, 2025
AB High Yield ETF
4.72%
▲ 0.80%
3
Buy
Sep 15, 2025