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Dividend Taxable Portfolio - New Portfolio
John Jarrell
Dividend Taxable PortfolioIndividual Investor
Ranked #156,724 out of 850,452 TipRanks' Investors
Success Rate
84 out of 124
profitable transactions
profitable transactions
Average Return
12.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.81%
6-Month Return▲ 9.33%
12-Month Return▲ 14.80%
YTD Return▲ 3.59%
Total Return▲ 12.11%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 3.47%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.14%
Dec 2025
▲ 3.05%
▼ 0.64%
▲ 3.59%
Jan 2026
▲ 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%
▼ 3.58%▲ 0.19%▲ 3.47%
▼ 0.10%▲ 0.08%▲ 1.14%
▲ 3.05%▼ 0.64%▲ 3.59%
Recent Activity
Enterprise Products Partners
6.23%
▲ 2.81%
13
Buy
Nov 20, 2025
MPLX
6.69%
▲ 6.01%
13
Buy
Nov 20, 2025
Plains All American
6.78%
▲ 4.13%
14
Buy
Nov 20, 2025
Black Stone Minerals
6.33%
▲ 60.64%
13
Buy
Nov 20, 2025
Hess Midstream Partners
6.95%
▲ 0.42%
14
Buy
Nov 20, 2025
Sirius XM Holdings
―
▲ 1.82%
11
Close
Aug 19, 2025
PepsiCo
―
▲ 6.44%
10
Close
Aug 19, 2025
Citigroup
7.94%
▲ 47.36%
10
Buy
Aug 18, 2025
NEOS Nasdaq 100 High Income ETF
9.82%
▼ 0.72%
2
Buy
Aug 18, 2025
NEOS Bitcoin High Income ETF
7.13%
▼ 27.84%
1
Buy
Aug 18, 2025
Coca-Cola
―
▲ 0.59%
10
Close
Aug 16, 2025
Kraft Heinz
―
▼ 4.17%
10
Close
Aug 16, 2025
Chevron
7.08%
▲ 11.76%
10
Buy
Aug 15, 2025
Energy Transfer
35.05%
▲ 0.53%
2
Buy
Apr 29, 2025