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Brokerage Acct - New Portfolio
Dan Carlson
Brokerage AcctIndividual Investor
Ranked #279,642 out of 800,242 TipRanks' Investors
Success Rate
15 out of 24
profitable transactions
profitable transactions
Average Return
10.08%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.99%
6-Month Return▼ 2.48%
12-Month Return▲ 4.56%
YTD Return▼ 0.37%
Total Return▲ 11.35%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.02%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.05%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 5.13%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.88%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.92%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 10.18%
Apr 2025
▲ 11.73%
▲ 6.91%
▲ 1.62%
May 2025
▲ 9.99%▼ 0.89%▼ 0.02%
▲ 25.97%▲ 5.96%▲ 5.05%
▲ 5.42%▼ 2.41%▼ 5.13%
▲ 6.01%▲ 2.69%▲ 2.10%
▼ 12.86%▼ 1.27%▲ 4.88%
▼ 1.80%▼ 5.57%▲ 1.92%
▲ 1.76%▼ 0.87%▼ 10.18%
▲ 11.73%▲ 6.91%▲ 1.62%
Recent Activity
Verizon
20.39%
▲ 6.66%
4
Buy
Apr 24, 2025
Chevron
18.77%
▲ 10.85%
4
Buy
Apr 24, 2025
Exxon Mobil
―
▼ 3.47%
6
Close
Apr 10, 2025
Pfizer
―
▼ 10.32%
4
Close
Apr 05, 2025
Permian Resources
―
▼ 10.71%
2
Close
Apr 04, 2025
AbbVie
45.49%
▲ 32.60%
4
Buy
Jan 24, 2025
Energy Transfer
14.36%
▲ 33.45%
3
Buy
Nov 19, 2024