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Dan's 401K - New Portfolio
Dan Carlson
Dan's 401KIndividual Investor
Ranked #373,463 out of 852,708 TipRanks' Investors
Success Rate
98 out of 184
profitable transactions
profitable transactions
Average Return
8.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.87%
6-Month Return▲ 4.81%
12-Month Return▲ 3.60%
YTD Return▲ 5.69%
Total Return▲ 37.41%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▼ 3.09%
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
▼ 3.58%
▲ 0.19%
▲ 2.66%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.60%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.53%
Jan 2026
▼ 5.01%
▼ 2.07%
▲ 2.09%
Feb 2026
▲ 7.60%▲ 2.30%▼ 3.09%
▲ 2.76%▲ 2.05%▲ 2.89%
▲ 12.88%▲ 3.56%▼ 0.05%
▲ 10.96%▲ 2.38%▼ 4.18%
▼ 3.58%▲ 0.19%▲ 2.66%
▼ 0.10%▲ 0.08%▼ 1.60%
▲ 4.06%▲ 1.47%▲ 3.53%
▼ 5.01%▼ 2.07%▲ 2.09%
Recent Activity
Exxon Mobil
―
▲ 23.57%
3
Close
Feb 06, 2026
AT&T
2.02%
▲ 35.48%
16
Buy
Feb 03, 2026
JPMorgan Chase
5.42%
▲ 3.04%
5
Buy
Feb 03, 2026
Nucor
1.22%
▲ 4.44%
1
Buy
Jan 30, 2026
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
11.67%
▼ 0.29%
1
Buy
Jan 27, 2026
First Solar
0.11%
▼ 5.02%
1
Buy
Jan 23, 2026
PepsiCo
3.68%
▲ 16.21%
5
Buy
Jan 07, 2026
Enbridge
1.18%
▲ 9.48%
7
Buy
Jan 06, 2026
Copa Holdings
3.59%
▲ 23.25%
4
Buy
Dec 22, 2025
Fundstrat Granny Shots US Small- & Mid-Cap ETF
1.54%
▼ 1.31%
2
Buy
Dec 22, 2025
Capital Group Core Plus Income ETF
1.02%
▲ 0.27%
1
Buy
Dec 09, 2025
Carlyle Group
1.3%
▲ 1.26%
3
Buy
Dec 01, 2025
Opendoor Technologies
0.28%
▼ 39.85%
2
Buy
Dec 01, 2025
iShares U.S. Healthcare ETF
3.78%
▼ 0.23%
2
Buy
Dec 01, 2025
General Dynamics
1.03%
▲ 108.34%
2
Sell
Nov 14, 2025
Rocket Companies
0.67%
▲ 8.04%
3
Buy
Nov 13, 2025
Dimensional Core Fixed Income ETF
4.5%
▼ 0.77%
2
Buy
Oct 30, 2025
NEOS S&P 500 High Income ETF
5.46%
▼ 0.17%
2
Buy
Oct 29, 2025
Hartford Sustainable Income ETF
5.81%
▼ 0.60%
1
Buy
Oct 22, 2025
PIMCO Income Fund Class A
5.86%
▲ 0.09%
1
Buy
Oct 22, 2025