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DAN CARLSON ROTH IRA TD AMERITRADE - New Portfolio

Dan Carlson

DAN CARLSON ROTH IRA TD AMERITRADE
Individual Investor
Ranked #313,900 out of 734,495 TipRanks' Investors
Success Rate
55%
12 out of 22
profitable transactions
Average Return
0.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.70%
6-Month Return▲ 43.77%
12-Month Return▲ 8.03%
YTD Return▲ 29.58%
Total Return▲ 9.69%

Best Trade

Opened at
Closed at
Gain▲ 75.32%

Bio

Performance

49.31%0-49.31%
▼ 6.45%
▼ 2.17%
▼ 4.81%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 3.91%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.64%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 16.27%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 49.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.00%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.63%
Apr 2024
▲ 3.04%
▲ 4.25%
▲ 5.61%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.81%
▲ 9.22%▲ 9.13%▲ 3.91%
▲ 5.14%▲ 4.57%▲ 6.64%
▼ 1.87%▲ 1.59%▼ 16.27%
▲ 14.08%▲ 5.22%▲ 49.31%
▲ 5.05%▲ 3.27%▲ 4.00%
▼ 12.40%▼ 4.03%▼ 5.63%
▲ 3.04%▲ 4.25%▲ 5.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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