Dan's 401K - New Portfolio
Dan Carlson
Dan's 401KIndividual Investor
Ranked #543,637 out of 861,199 TipRanks' Investors
Success Rate
86 out of 208
profitable transactions
profitable transactions
Average Return
4.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.71%
6-Month Return▲ 2.77%
12-Month Return▲ 0.60%
YTD Return▲ 1.29%
Total Return▲ 31.68%
Best Trade
Bio
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 4.18%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.67%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.60%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.53%
Jan 2026
▼ 1.33%
▼ 0.86%
▲ 2.26%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.70%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 0.35%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 1.01%
May 2026
▲ 10.96%▲ 2.38%▼ 4.18%
▼ 3.68%▲ 0.19%▲ 2.67%
▼ 0.10%▲ 0.08%▼ 1.60%
▲ 4.06%▲ 1.47%▲ 3.53%
▼ 1.33%▼ 0.86%▲ 2.26%
▲ 0.52%▼ 4.94%▼ 3.70%
▲ 16.06%▲ 10.51%▲ 0.35%
▲ 2.08%▼ 0.09%▼ 1.01%
Recent Activity
Dimensional Core Fixed Income ETF
―
▼ 2.12%
3
Close
May 06, 2026
Wheaton Precious Metals
―
▼ 16.67%
4
Close
May 06, 2026
iShares Silver Trust
―
▼ 7.48%
8
Close
May 06, 2026
Hecla Mining Company
―
▼ 5.66%
2
Close
May 06, 2026
Clorox
―
▼ 16.74%
2
Close
May 06, 2026
Enbridge
3.41%
▲ 9.21%
10
Buy
May 05, 2026
Millrose Properties Inc Class A
0.2%
▲ 2.88%
2
Buy
May 05, 2026
Joby Aviation
0.12%
▼ 2.69%
3
Buy
May 05, 2026
Hess Midstream Partners
1.07%
▲ 4.61%
2
Buy
May 05, 2026
Hartford Sustainable Income ETF
―
▼ 2.11%
2
Close
May 02, 2026
PIMCO Income Fund Class A
―
▼ 1.64%
2
Close
May 02, 2026
AT&T
2.26%
▲ 27.70%
17
Buy
May 01, 2026
JPMorgan Chase
6.25%
▲ 1.66%
6
Buy
May 01, 2026
VanEck Gold Miners ETF
―
▼ 0.28%
2
Sell
May 01, 2026
PepsiCo
4.58%
▲ 4.39%
8
Sell
Apr 30, 2026
SPDR Bloomberg 1-3 Month T-Bill ETF
13.62%
▼ 0.13%
2
Buy
Apr 29, 2026
Rocket Companies
―
▼ 23.19%
4
Sell
Mar 24, 2026
Copa Holdings
3.16%
▼ 7.50%
5
Buy
Mar 23, 2026
Carlyle Group
―
▼ 16.47%
5
Sell
Mar 14, 2026
First Solar
―
▼ 18.62%
3
Sell
Mar 14, 2026