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Dividend Taxable Portfolio - New Portfolio
John Jarrell
Dividend Taxable PortfolioIndividual Investor
Ranked #443,463 out of 817,541 TipRanks' Investors
Success Rate
55 out of 107
profitable transactions
profitable transactions
Average Return
2.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.04%
6-Month Return▲ 3.88%
12-Month Return-
YTD Return▲ 8.57%
Total Return▲ 3.61%
Best Trade
Bio
Performance
27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 2.66%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.85%
Aug 2025
▲ 5.74%
▲ 0.82%
▼ 1.56%
Sep 2025
▼ 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%
▲ 27.87%▲ 2.30%▲ 2.66%
▲ 4.87%▲ 2.05%▲ 3.85%
▲ 5.74%▲ 0.82%▼ 1.56%
Recent Activity
Enterprise Products Partners
5.31%
▲ 0.24%
10
Buy
Aug 29, 2025
MPLX
5.66%
▼ 1.58%
10
Buy
Aug 29, 2025
Plains All American
5.21%
▼ 1.30%
10
Buy
Aug 29, 2025
Black Stone Minerals
5.37%
▼ 5.75%
10
Buy
Aug 29, 2025
Hess Midstream Partners
5.68%
▲ 3.20%
10
Buy
Aug 29, 2025
Sirius XM Holdings
―
▲ 1.82%
11
Close
Aug 19, 2025
PepsiCo
―
▲ 6.44%
10
Sell
Aug 19, 2025
Citigroup
7.43%
▲ 27.16%
10
Buy
Aug 18, 2025
NEOS Nasdaq 100 High Income ETF
10.66%
▼ 0.52%
2
Buy
Aug 18, 2025
NEOS Bitcoin High Income ETF
10.11%
▼ 5.52%
1
Buy
Aug 18, 2025
Coca-Cola
―
▲ 0.59%
10
Close
Aug 16, 2025
Kraft Heinz
―
▼ 4.17%
10
Close
Aug 16, 2025
Chevron
7.19%
▲ 4.69%
10
Buy
Aug 15, 2025
Energy Transfer
37.39%
▼ 1.02%
2
Buy
Apr 29, 2025