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Dividend Taxable Portfolio - New Portfolio
John Jarrell
Dividend Taxable PortfolioIndividual Investor
Ranked #376,218 out of 809,067 TipRanks' Investors
Success Rate
46 out of 84
profitable transactions
profitable transactions
Average Return
3.56%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.06%
6-Month Return▲ 3.89%
12-Month Return-
YTD Return▲ 7.09%
Total Return▲ 2.20%
Best Trade
Bio
Performance
18.34%0-18.34%
▲ 5.10%
▼ 2.41%
▼ 4.57%
Dec 2024
▲ 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
▲ 18.34%
▲ 1.57%
▲ 3.52%
Jul 2025
▲ 5.10%▼ 2.41%▼ 4.57%
▲ 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%
▲ 18.34%▲ 1.57%▲ 3.52%
Recent Activity
Citigroup
7.96%
▲ 27.92%
8
Buy
Jun 23, 2025
Coca-Cola
7.15%
▲ 1.02%
9
Buy
Jun 23, 2025
Sirius XM Holdings
6.81%
▲ 4.59%
9
Buy
Jun 23, 2025
Chevron
6.25%
▲ 1.97%
9
Buy
Jun 23, 2025
Kraft Heinz
7.2%
▼ 3.58%
9
Buy
Jun 23, 2025
PepsiCo
6.99%
▲ 2.05%
8
Buy
Jun 23, 2025
Enterprise Products Partners
2.46%
▼ 1.14%
7
Buy
Jun 23, 2025
MPLX
2.43%
▼ 0.62%
7
Buy
Jun 23, 2025
Plains All American
2.52%
▲ 7.81%
7
Buy
Jun 23, 2025
Black Stone Minerals
2.26%
▼ 8.27%
7
Buy
Jun 23, 2025
Hess Midstream Partners
2.61%
▲ 5.84%
7
Buy
Jun 23, 2025
Energy Transfer
45.36%
▲ 0.71%
2
Buy
Apr 29, 2025