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Dan's 401K - New Portfolio

Dan Carlson

Dan's 401K
Individual Investor
Ranked #72,578 out of 783,334 TipRanks' Investors
Success Rate
69%
70 out of 101
profitable transactions
Average Return
14.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.99%
6-Month Return▲ 9.23%
12-Month Return▲ 20.32%
YTD Return▲ 2.65%
Total Return▲ 32.22%

Best Trade

Opened at
Closed at
Gain▲ 242.11%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.21%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.36%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.42%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.95%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.13%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 2.65%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.21%
▲ 8.13%▲ 1.21%▲ 2.38%
▼ 13.14%▲ 2.34%▲ 3.36%
▲ 2.93%▲ 2.10%▲ 3.05%
▲ 9.99%▼ 0.89%▼ 0.42%
▲ 26.04%▲ 5.96%▲ 4.95%
▲ 5.93%▼ 2.41%▼ 4.13%
▲ 2.91%▲ 3.15%▲ 2.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enterprise Products Partners
▲ 14.08%
11
Sell
Jan 28, 2025
Vistra Energy
▼ 29.32%
2
Sell
Jan 28, 2025
iShares Evolved US Discretionary Spending ETF
5.46%
▲ 2.14%
1
Buy
Jan 24, 2025
Eli Lilly & Co
▲ 144.99%
4
Sell
Jan 23, 2025
United Parcel
3.32%
▲ 2.62%
3
Sell
Jan 23, 2025
Fidelity Select Health Care
2.44%
▲ 1.34%
1
Buy
Jan 23, 2025
iShares Russell 2000 ETF
5.83%
▲ 1.20%
6
Buy
Jan 22, 2025
Pfizer
7.41%
▼ 3.22%
10
Buy
Jan 02, 2025
AT&T
6.44%
▲ 32.73%
11
Buy
Jan 02, 2025
Union Pacific
4.95%
▲ 9.71%
5
Buy
Jan 02, 2025
Dominion Energy
2.15%
▲ 1.66%
2
Buy
Jan 02, 2025
DR Horton
▼ 16.84%
2
Sell
Dec 31, 2024
Capital Group Dividend Value ETF
5%
▲ 1.99%
2
Buy
Dec 27, 2024
Sweetgreen
▲ 9.75%
5
Sell
Dec 19, 2024
Schwab US Dividend Equity ETF
5.07%
▲ 0.52%
5
Buy
Dec 16, 2024
Coca-Cola
7.06%
▼ 1.07%
4
Buy
Dec 16, 2024
GlaxoSmithKline
▼ 6.14%
5
Close
Dec 11, 2024
SPDR Gold Shares
▼ 0.97%
6
Close
Nov 14, 2024
Enbridge
▲ 108.91%
4
Sell
Nov 14, 2024
Enbridge
6.86%
▲ 9.69%
4
Buy
Nov 13, 2024