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Dividend Taxable Portfolio - New Portfolio
John Jarrell
Dividend Taxable PortfolioIndividual Investor
Ranked #519,233 out of 822,855 TipRanks' Investors
Success Rate
37 out of 107
profitable transactions
profitable transactions
Average Return
-0.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.43%
6-Month Return▲ 5.52%
12-Month Return-
YTD Return▲ 2.78%
Total Return▼ 1.91%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.10%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 6.69%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.01%
May 2025
▲ 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
▲ 0.54%
▼ 1.98%
▼ 4.98%
Oct 2025
▼ 6.38%▼ 5.57%▼ 2.10%
▲ 0.80%▼ 0.87%▼ 6.69%
▲ 11.63%▲ 6.28%▲ 1.01%
▲ 9.25%▲ 5.14%▲ 2.96%
▲ 7.60%▲ 2.30%▲ 2.66%
▲ 2.76%▲ 2.05%▲ 3.85%
▲ 12.88%▲ 3.56%▼ 1.93%
▲ 0.54%▼ 1.98%▼ 4.98%
Recent Activity
Enterprise Products Partners
5.4%
▼ 1.91%
10
Buy
Aug 29, 2025
MPLX
5.64%
▼ 5.46%
10
Buy
Aug 29, 2025
Plains All American
4.99%
▼ 8.38%
10
Buy
Aug 29, 2025
Black Stone Minerals
5.86%
▼ 1.86%
10
Buy
Aug 29, 2025
Hess Midstream Partners
4.62%
▼ 16.96%
10
Buy
Aug 29, 2025
Sirius XM Holdings
―
▲ 1.82%
11
Close
Aug 19, 2025
PepsiCo
―
▲ 6.44%
10
Sell
Aug 19, 2025
Citigroup
7.47%
▲ 22.71%
10
Buy
Aug 18, 2025
NEOS Nasdaq 100 High Income ETF
11.09%
▼ 0.72%
2
Buy
Aug 18, 2025
NEOS Bitcoin High Income ETF
10.73%
▼ 3.78%
1
Buy
Aug 18, 2025
Coca-Cola
―
▲ 0.59%
10
Close
Aug 16, 2025
Kraft Heinz
―
▼ 4.17%
10
Close
Aug 16, 2025
Chevron
7.21%
▲ 0.67%
10
Buy
Aug 15, 2025
Energy Transfer
36.98%
▼ 6.10%
2
Buy
Apr 29, 2025