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Dan's 401K - New Portfolio

Dan Carlson

Dan's 401K
Individual Investor
Ranked #178,338 out of 793,971 TipRanks' Investors
Success Rate
55%
64 out of 117
profitable transactions
Average Return
13.34%
Average return
per transaction
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Allocation

Top Stocks
20.33% BILS
10.89% BRK.B
9.06% ENB
9.00% UPS
8.38% KO
42.34% Others
By Assets
42.89% Stocks
29.48% ETFs
27.64% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
40.73% General
15.42% Industrials
10.89% Financial
9.06% Energy
8.38% Consumer Defensive
15.51% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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$24.64
$0.7
(2.76%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$142.98B
-8.58%
$44.30
$0.01
(0.02%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$96.33B
23.67%
$28.52
$0.24
(0.85%)
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$202.28B
61.60%
$235.73
$0.51
(0.22%)
premium
12 Buy
6 Hold
1 Sell
Moderate Buy
premium
$139.13B
-2.90%
$71.59
$0.03
(0.04%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$302.84B
18.03%
$530.81
$1.77
(0.33%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.14T
26.74%
CGDV
CGDV
< ETF >
$35.54
$0.1
(0.28%)
premium
715 Buy
245 Hold
21 Sell
Moderate Buy
premium
$14.56B
9.14%
$108.68
$1.31
(1.19%)
premium
11 Buy
7 Hold
2 Sell
Moderate Buy
premium
$92.99B
-25.49%
IEDI
IEDI
< ETF >
$51.26
$0.176
(0.34%)
premium
2K Buy
980 Hold
92 Sell
Moderate Buy
premium
$30.90M
3.78%
VRP
VRP
< ETF >
$24.27
$0.025
(0.1%)
premium
premium
$2.05B
1.80%
BILS
BILS
< ETF >
$99.15
$0.012
(0.01%)
premium
premium
$3.65B
0.48%