Dan's 401K - New Portfolio
Dan Carlson
Dan's 401KIndividual Investor
Ranked #501,598 out of 858,971 TipRanks' Investors
Success Rate
94 out of 203
profitable transactions
profitable transactions
Average Return
5.10%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.15%
6-Month Return▲ 0.74%
12-Month Return▲ 3.79%
YTD Return▲ 1.82%
Total Return▲ 32.37%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.05%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▲ 2.26%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.70%
Mar 2026
▲ 7.53%
▲ 5.50%
▼ 0.14%
Apr 2026
▲ 12.88%▲ 3.56%▼ 0.05%
▲ 10.96%▲ 2.38%▼ 4.18%
▼ 3.68%▲ 0.19%▲ 2.67%
▼ 0.10%▲ 0.08%▼ 1.60%
▲ 4.06%▲ 1.47%▲ 3.53%
▼ 1.12%▼ 0.86%▲ 2.26%
▲ 0.60%▼ 4.94%▼ 3.70%
▲ 7.53%▲ 5.50%▼ 0.14%
Recent Activity
Millrose Properties Inc Class A
0.07%
▲ 6.95%
1
Buy
Apr 02, 2026
PepsiCo
3.82%
▲ 5.27%
7
Buy
Apr 01, 2026
iShares Silver Trust
0.76%
▼ 6.71%
7
Buy
Apr 01, 2026
Enbridge
2.44%
▲ 8.28%
9
Buy
Mar 26, 2026
Hecla Mining Company
0.32%
▲ 3.41%
1
Buy
Mar 26, 2026
VanEck Gold Miners ETF
1.1%
▲ 14.24%
1
Buy
Mar 26, 2026
Clorox
1.15%
▼ 0.46%
1
Buy
Mar 26, 2026
Rocket Companies
―
▼ 23.19%
4
Sell
Mar 24, 2026
Copa Holdings
2.78%
▼ 1.01%
5
Buy
Mar 23, 2026
Carlyle Group
―
▼ 16.47%
5
Sell
Mar 14, 2026
First Solar
―
▼ 18.62%
3
Sell
Mar 14, 2026
Wheaton Precious Metals
1.61%
▼ 2.78%
3
Sell
Mar 05, 2026
Opendoor Technologies
―
▼ 40.49%
3
Sell
Feb 20, 2026
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
12.39%
▼ 0.42%
2
Buy
Feb 19, 2026
General Dynamics
0.95%
▲ 34.61%
3
Buy
Feb 06, 2026
Exxon Mobil
―
▲ 23.57%
3
Sell
Feb 06, 2026
AT&T
1.8%
▲ 27.12%
16
Buy
Feb 03, 2026
JPMorgan Chase
5.21%
▲ 4.31%
5
Buy
Feb 03, 2026
Nucor
1.18%
▲ 6.22%
1
Buy
Jan 30, 2026
Fundstrat Granny Shots US Small- & Mid-Cap ETF
1.56%
▲ 5.08%
2
Buy
Dec 22, 2025