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DAN CARLSON IRA TD AMERITRADE - New Portfolio

Dan Carlson

DAN CARLSON IRA TD AMERITRADE
Individual Investor
Ranked #104,231 out of 733,923 TipRanks' Investors
Success Rate
57%
71 out of 125
profitable transactions
Average Return
16.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.79%
6-Month Return▲ 17.62%
12-Month Return▲ 17.88%
YTD Return▲ 10.99%
Total Return▲ 16.68%

Best Trade

Opened at
Closed at-
Gain▲ 275.19%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 2.95%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.34%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.10%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.06%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.34%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.20%
Apr 2024
▲ 6.35%
▲ 3.77%
▲ 2.26%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 2.95%
▲ 9.22%▲ 9.13%▲ 6.34%
▲ 5.14%▲ 4.57%▲ 3.10%
▼ 1.87%▲ 1.59%▲ 2.06%
▲ 14.08%▲ 5.22%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 3.34%
▼ 12.40%▼ 4.03%▼ 2.20%
▲ 6.35%▲ 3.77%▲ 2.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Eli Lilly & Co
7.44%
▲ 244.70%
9
Sell
Apr 30, 2024
AbbVie
▲ 35.34%
6
Sell
Apr 19, 2024
Enterprise Products Partners
1.9%
▲ 6.17%
3
Buy
Apr 19, 2024
BHP Group
0.37%
▼ 4.08%
3
Sell
Apr 13, 2024
Schwab US Dividend Equity ETF
6.53%
▲ 0.67%
1
Buy
Mar 19, 2024
Uber Technologies
4.28%
▼ 13.38%
1
Buy
Mar 19, 2024
Pfizer
1.86%
▼ 6.37%
5
Buy
Mar 05, 2024
Energy Transfer
▲ 31.46%
7
Close
Feb 29, 2024
Qualcomm
▲ 2.97%
7
Close
Jan 05, 2024
Union Pacific
8.17%
▲ 21.96%
4
Buy
Dec 29, 2023
Williams Co
9.41%
▲ 59.09%
4
Buy
Dec 26, 2023
Vanguard International High Dividend Yield ETF
1.58%
▲ 4.10%
4
Buy
Dec 21, 2023
Coca-Cola
10.63%
▲ 13.28%
5
Buy
Dec 16, 2023
Chevron
13.14%
▲ 36.07%
5
Buy
Dec 12, 2023
AT&T
3.11%
▲ 11.05%
4
Buy
Dec 02, 2023
Johnson & Johnson
▼ 10.93%
6
Close
Nov 08, 2023
Bristol-Myers Squibb
▼ 23.10%
6
Close
Nov 08, 2023
GlaxoSmithKline
7.55%
▲ 6.43%
6
Buy
Oct 14, 2023
Enbridge
▼ 1.23%
8
Close
Oct 10, 2023
Haleon PLC Sponsored ADR
2.7%
▲ 21.59%
3
Buy
Oct 07, 2023