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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:

Allocation

Top Stocks
10.60% PFE
10.08% KO
9.80% ENB
9.20% T
8.79% AXP
51.53% Others
By Assets
46.17% Stocks
30.03% Cash
21.37% ETFs
2.44% Funds
0.00% Cryptocurrency
By Sector
34.02% General
13.22% Healthcare
11.82% Industrials
10.08% Consumer Defensive
9.80% Energy
21.06% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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HLN
Haleon PLC Sponsored ADR
$9.57
$0.04
(0.42%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$42.57B
15.79%
IWM
IWM
< ETF >
iShares Russell 2000 ETF
$228.53
$2.3
(1.02%)
premium
5K Buy
3K Hold
402 Sell
Moderate Buy
premium
$74.16B
14.42%
PFE
Pfizer
$26.91
$0.29
(1.09%)
premium
7 Buy
10 Hold
1 Sell
Moderate Buy
premium
$151.59B
-1.48%
ENB
Enbridge
$44.50
$0.24
(0.54%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$96.78B
23.01%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.98
$0.03
(0.11%)
premium
411 Buy
414 Hold
69 Sell
Moderate Buy
premium
$68.89B
8.87%
T
AT&T
$24.02
$0.21
(0.87%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$175.08B
38.22%
UNP
Union Pacific
$249.92
$0.37
(0.15%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$151.05B
1.16%
KO
Coca-Cola
$64.05
$1.22
(1.94%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$268.63B
4.89%
AXP
American Express
$318.95
$3.7
(1.17%)
premium
8 Buy
11 Hold
1 Sell
Moderate Buy
premium
$223.34B
54.42%
CGDV
CGDV
< ETF >
Capital Group Dividend Value ETF
$36.92
$0.38
(1.04%)
premium
658 Buy
240 Hold
25 Sell
Moderate Buy
premium
$13.26B
20.67%
D
Dominion Energy
$55.81
$0.71
(1.29%)
premium
3 Buy
10 Hold
0 Sell
Hold
premium
$46.46B
20.46%
UPS
United Parcel
$114.90
$18.88
(14.11%)
premium
11 Buy
1 Hold
2 Sell
Moderate Buy
premium
$115.56B
-7.78%
FSPHX
FSPHX
< FUND >
Fidelity Select Health Care
$28.80
$0.19
(0.66%)
premium
84 Buy
2 Hold
0 Sell
Strong Buy
premium
-0.59%
IEDI
IEDI
< ETF >
iShares Evolved US Discretionary Spending ETF
$56.74
$0.455
(0.81%)
premium
1K Buy
916 Hold
103 Sell
Moderate Buy
premium
$33.78M
24.44%