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Dan's 401K - New Portfolio
Dan Carlson
Dan's 401KIndividual Investor
Ranked #401,835 out of 825,627 TipRanks' Investors
Success Rate
83 out of 154
profitable transactions
profitable transactions
Average Return
7.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.34%
6-Month Return▲ 0.72%
12-Month Return▲ 1.71%
YTD Return▲ 1.63%
Total Return▲ 31.16%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 1.79%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.57%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 0.29%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.17%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 3.08%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.89%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.05%
Sep 2025
▲ 10.60%
▲ 3.13%
▼ 2.34%
Oct 2025
▼ 6.38%▼ 5.57%▼ 1.79%
▲ 0.80%▼ 0.87%▼ 3.57%
▲ 11.63%▲ 6.28%▲ 0.29%
▲ 9.25%▲ 5.14%▲ 3.17%
▲ 7.60%▲ 2.30%▼ 3.08%
▲ 2.76%▲ 2.05%▲ 2.89%
▲ 12.88%▲ 3.56%▼ 0.05%
▲ 10.60%▲ 3.13%▼ 2.34%
Recent Activity
Hartford Sustainable Income ETF
7.93%
▲ 0.46%
1
Buy
Oct 22, 2025
PIMCO Income Fund Class A
7.92%
▲ 0.27%
1
Buy
Oct 22, 2025
AT&T
2.52%
▲ 34.87%
14
Buy
Oct 21, 2025
Dimensional Core Fixed Income ETF
4.09%
▼ 0.04%
1
Buy
Oct 17, 2025
Carlyle Group
0.91%
▼ 0.40%
1
Buy
Oct 17, 2025
PepsiCo
3.22%
▲ 4.48%
3
Buy
Sep 30, 2025
EQT
―
▼ 4.63%
6
Sell
Sep 26, 2025
Acushnet Holdings
―
▼ 2.74%
3
Sell
Sep 26, 2025
PIMCO Multisector Bond Active Exchange-Traded Fund
7.13%
▲ 1.35%
4
Buy
Sep 25, 2025
AB High Yield ETF
5.56%
▲ 0.99%
3
Buy
Sep 15, 2025
SPDR Portfolio High Yield Bond ETF
3.19%
▲ 0.24%
2
Buy
Sep 15, 2025
Topgolf Callaway Brands
―
▼ 2.13%
2
Close
Sep 09, 2025
Rocket Companies
0.69%
▼ 3.40%
1
Buy
Aug 20, 2025
Copa Holdings
1.95%
▲ 5.86%
1
Buy
Aug 19, 2025
Quanta Services
―
▲ 4.36%
2
Sell
Aug 15, 2025
JPMorgan Chase
6.03%
▲ 5.29%
2
Buy
Aug 13, 2025
United Airlines Holdings
―
▲ 3.46%
2
Sell
Jul 18, 2025
NEOS S&P 500 High Income ETF
4.18%
▲ 3.93%
1
Buy
Jul 18, 2025
SPDR Bloomberg 3-12 Month T-Bill ETF
23.61%
▲ 0.16%
2
Buy
Jul 17, 2025
SPDR Bloomberg 1-3 Month T-Bill ETF
14.48%
▲ 0.29%
1
Buy
Jun 02, 2025