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Dividend Taxable Portfolio - New Portfolio
John Jarrell
Dividend Taxable PortfolioIndividual Investor
Ranked #59,983 out of 857,307 TipRanks' Investors
Success Rate
92 out of 124
profitable transactions
profitable transactions
Average Return
18.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.98%
6-Month Return▲ 21.85%
12-Month Return▲ 25.67%
YTD Return▲ 16.63%
Total Return▲ 26.53%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 3.85%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.93%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.18%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.14%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.77%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 6.07%
Feb 2026
▲ 1.73%
▼ 5.20%
▲ 2.98%
Mar 2026
▲ 2.76%▲ 2.05%▲ 3.85%
▲ 12.88%▲ 3.56%▼ 1.93%
▲ 10.96%▲ 2.38%▲ 0.18%
▼ 3.68%▲ 0.19%▲ 3.74%
▼ 0.10%▲ 0.08%▲ 1.14%
▲ 4.06%▲ 1.47%▲ 6.77%
▼ 1.18%▼ 0.86%▲ 6.07%
▲ 1.73%▼ 5.20%▲ 2.98%
Recent Activity
Enterprise Products Partners
6.77%
▲ 15.46%
13
Buy
Nov 20, 2025
MPLX
6.62%
▲ 9.94%
13
Buy
Nov 20, 2025
Plains All American
7.3%
▲ 16.25%
14
Buy
Nov 20, 2025
Black Stone Minerals
6.44%
▲ 71.85%
13
Buy
Nov 20, 2025
Hess Midstream Partners
7.5%
▲ 13.38%
14
Buy
Nov 20, 2025
Sirius XM Holdings
―
▲ 1.82%
11
Close
Aug 19, 2025
PepsiCo
―
▲ 6.44%
10
Close
Aug 19, 2025
Citigroup
7.3%
▲ 43.07%
10
Buy
Aug 18, 2025
NEOS Nasdaq 100 High Income ETF
8.71%
▼ 7.05%
2
Buy
Aug 18, 2025
NEOS Bitcoin High Income ETF
5%
▼ 46.57%
1
Buy
Aug 18, 2025
Coca-Cola
―
▲ 0.59%
10
Close
Aug 16, 2025
Kraft Heinz
―
▼ 4.17%
10
Close
Aug 16, 2025
Chevron
8.18%
▲ 36.39%
10
Buy
Aug 15, 2025
Energy Transfer
36.18%
▲ 9.58%
2
Buy
Apr 29, 2025