Education
About Us
Working with TipRanks
Follow Us
Dividend Taxable Portfolio - New Portfolio
John Jarrell
Dividend Taxable PortfolioIndividual Investor
Ranked #455,533 out of 813,941 TipRanks' Investors
Success Rate
49 out of 99
profitable transactions
profitable transactions
Average Return
2.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.27%
6-Month Return▼ 1.48%
12-Month Return-
YTD Return▲ 7.38%
Total Return▲ 2.47%
Best Trade
Bio
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 4.18%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.52%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.10%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 6.69%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.01%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.96%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 2.66%
Jul 2025
▲ 5.48%
▲ 1.80%
▲ 1.10%
Aug 2025
▲ 6.03%▲ 2.69%▲ 4.18%
▼ 12.86%▼ 1.27%▲ 4.52%
▼ 1.80%▼ 5.57%▼ 2.10%
▲ 1.84%▼ 0.87%▼ 6.69%
▲ 12.20%▲ 6.28%▲ 1.01%
▲ 6.24%▲ 5.14%▲ 2.96%
▲ 27.89%▲ 2.30%▲ 2.66%
▲ 5.48%▲ 1.80%▲ 1.10%
Recent Activity
Sirius XM Holdings
―
▲ 1.02%
11
Close
Aug 19, 2025
PepsiCo
―
▲ 5.84%
10
Close
Aug 19, 2025
Citigroup
7.67%
▲ 25.65%
10
Buy
Aug 18, 2025
NEOS Nasdaq 100 High Income ETF
11.42%
▼ 0.27%
2
Buy
Aug 18, 2025
NEOS Bitcoin High Income ETF
11.5%
0.00%
1
Buy
Aug 18, 2025
Coca-Cola
―
▲ 0.59%
10
Close
Aug 16, 2025
Kraft Heinz
―
▼ 4.17%
10
Close
Aug 16, 2025
Chevron
7.69%
▲ 5.01%
10
Buy
Aug 15, 2025
Enterprise Products Partners
4.46%
▼ 0.74%
9
Buy
Aug 04, 2025
MPLX
4.39%
▼ 3.29%
9
Buy
Aug 04, 2025
Plains All American
4.26%
▼ 0.42%
9
Buy
Aug 04, 2025
Black Stone Minerals
4.16%
▼ 8.40%
9
Buy
Aug 04, 2025
Hess Midstream Partners
4.18%
▲ 3.62%
9
Buy
Aug 04, 2025
Energy Transfer
40.28%
▼ 0.04%
2
Buy
Apr 29, 2025