Dividend Taxable Portfolio - New Portfolio
John Jarrell
Dividend Taxable PortfolioIndividual Investor
Ranked #75,843 out of 858,896 TipRanks' Investors
Success Rate
91 out of 124
profitable transactions
profitable transactions
Average Return
18.34%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.18%
6-Month Return▲ 28.34%
12-Month Return▲ 35.41%
YTD Return▲ 16.03%
Total Return▲ 25.88%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 1.93%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.18%
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
▼ 1.12%
▼ 0.86%
▲ 6.07%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 3.71%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 1.21%
Apr 2026
▲ 12.88%▲ 3.56%▼ 1.93%
▲ 10.96%▲ 2.38%▲ 0.18%
▼ 3.68%▲ 0.19%▲ 3.74%
▼ 0.10%▲ 0.08%▲ 1.14%
▲ 4.06%▲ 1.47%▲ 6.77%
▼ 1.12%▼ 0.86%▲ 6.07%
▲ 0.60%▼ 4.94%▲ 3.71%
▲ 4.89%▲ 4.48%▼ 1.21%
Recent Activity
Enterprise Products Partners
6.68%
▲ 14.91%
13
Buy
Nov 20, 2025
MPLX
6.37%
▲ 6.99%
13
Buy
Nov 20, 2025
Plains All American
7.28%
▲ 16.67%
14
Buy
Nov 20, 2025
Black Stone Minerals
5.89%
▲ 58.93%
13
Buy
Nov 20, 2025
Hess Midstream Partners
7.45%
▲ 13.32%
14
Buy
Nov 20, 2025
Sirius XM Holdings
―
▲ 1.82%
11
Close
Aug 19, 2025
PepsiCo
―
▲ 6.44%
10
Close
Aug 19, 2025
Citigroup
8.24%
▲ 62.50%
10
Buy
Aug 18, 2025
NEOS Nasdaq 100 High Income ETF
8.99%
▼ 3.44%
2
Buy
Aug 18, 2025
NEOS Bitcoin High Income ETF
5.21%
▼ 43.91%
1
Buy
Aug 18, 2025
Coca-Cola
―
▲ 0.59%
10
Close
Aug 16, 2025
Kraft Heinz
―
▼ 4.17%
10
Close
Aug 16, 2025
Chevron
7.6%
▲ 27.48%
10
Buy
Aug 15, 2025
Energy Transfer
36.29%
▲ 10.62%
2
Buy
Apr 29, 2025