Dividend Taxable Portfolio - New Portfolio
John Jarrell
Dividend Taxable PortfolioIndividual Investor
Ranked #65,378 out of 861,174 TipRanks' Investors
Success Rate
100 out of 133
profitable transactions
profitable transactions
Average Return
24.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.80%
6-Month Return▲ 25.01%
12-Month Return▲ 36.49%
YTD Return▲ 18.86%
Total Return▲ 28.95%
Best Trade
Bio
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 0.17%
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
▼ 1.33%
▼ 0.86%
▲ 6.07%
Feb 2026
▲ 0.52%
▼ 4.94%
▲ 3.37%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 1.35%
Apr 2026
▲ 2.08%
▼ 0.09%
▲ 0.19%
May 2026
▲ 10.96%▲ 2.38%▲ 0.17%
▼ 3.68%▲ 0.19%▲ 3.74%
▼ 0.10%▲ 0.08%▲ 1.14%
▲ 4.06%▲ 1.47%▲ 6.77%
▼ 1.33%▼ 0.86%▲ 6.07%
▲ 0.52%▼ 4.94%▲ 3.37%
▲ 16.06%▲ 10.51%▲ 1.35%
▲ 2.08%▼ 0.09%▲ 0.19%
Recent Activity
Citigroup
7.88%
▲ 59.36%
11
Buy
Apr 15, 2026
Chevron
7.19%
▲ 27.66%
11
Buy
Apr 15, 2026
Enterprise Products Partners
7.21%
▲ 18.73%
14
Buy
Apr 15, 2026
MPLX
6.79%
▲ 8.58%
14
Buy
Apr 15, 2026
Plains All American
7.17%
▲ 23.02%
15
Buy
Apr 15, 2026
Black Stone Minerals
6.05%
▲ 56.33%
14
Buy
Apr 15, 2026
Hess Midstream Partners
7.35%
▲ 12.24%
15
Buy
Apr 15, 2026
NEOS Nasdaq 100 High Income ETF
9.13%
▲ 222.29%
3
Buy
Apr 15, 2026
NEOS Bitcoin High Income ETF
6.26%
▲ 15.98%
2
Buy
Apr 15, 2026
Sirius XM Holdings
―
▲ 1.82%
11
Close
Aug 19, 2025
PepsiCo
―
▲ 6.44%
10
Close
Aug 19, 2025
Coca-Cola
―
▲ 0.59%
10
Close
Aug 16, 2025
Kraft Heinz
―
▼ 4.17%
10
Close
Aug 16, 2025
Energy Transfer
34.97%
▲ 15.75%
2
Buy
Apr 29, 2025