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Dividend Taxable Portfolio - New Portfolio
John Jarrell
Dividend Taxable PortfolioIndividual Investor
Ranked #348,812 out of 833,817 TipRanks' Investors
Success Rate
68 out of 124
profitable transactions
profitable transactions
Average Return
10.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.56%
6-Month Return▲ 10.99%
12-Month Return▲ 13.16%
YTD Return▲ 13.90%
Total Return▲ 8.70%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 1.01%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.96%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.66%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.85%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.93%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.18%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 3.47%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 1.59%
Dec 2025
▲ 11.63%▲ 6.28%▲ 1.01%
▲ 9.25%▲ 5.14%▲ 2.96%
▲ 7.60%▲ 2.30%▲ 2.66%
▲ 2.76%▲ 2.05%▲ 3.85%
▲ 12.88%▲ 3.56%▼ 1.93%
▲ 10.96%▲ 2.38%▲ 0.18%
▼ 3.57%▲ 0.19%▲ 3.47%
▲ 1.45%▲ 1.32%▲ 1.59%
Recent Activity
Enterprise Products Partners
6.31%
▲ 1.05%
13
Buy
Nov 20, 2025
MPLX
6.73%
▲ 3.59%
13
Buy
Nov 20, 2025
Plains All American
6.53%
▼ 2.00%
14
Buy
Nov 20, 2025
Black Stone Minerals
6.16%
▲ 51.67%
13
Buy
Nov 20, 2025
Hess Midstream Partners
7.14%
▼ 0.22%
14
Buy
Nov 20, 2025
Sirius XM Holdings
―
▲ 1.82%
11
Close
Aug 19, 2025
PepsiCo
―
▲ 6.44%
10
Close
Aug 19, 2025
Citigroup
8.85%
▲ 58.80%
10
Buy
Aug 18, 2025
NEOS Nasdaq 100 High Income ETF
10.38%
▲ 1.41%
2
Buy
Aug 18, 2025
NEOS Bitcoin High Income ETF
7.16%
▼ 29.90%
1
Buy
Aug 18, 2025
Coca-Cola
―
▲ 0.59%
10
Close
Aug 16, 2025
Kraft Heinz
―
▼ 4.17%
10
Close
Aug 16, 2025
Chevron
6.67%
▲ 1.75%
10
Buy
Aug 15, 2025
Energy Transfer
34.07%
▼ 5.52%
2
Buy
Apr 29, 2025