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Dividend Taxable Portfolio - New Portfolio
John Jarrell
Dividend Taxable PortfolioIndividual Investor
Ranked #513,903 out of 827,009 TipRanks' Investors
Success Rate
49 out of 109
profitable transactions
profitable transactions
Average Return
1.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.95%
6-Month Return▲ 9.01%
12-Month Return-
YTD Return▲ 8.10%
Total Return▲ 3.16%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 6.69%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.01%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.96%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.66%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.85%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.93%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.18%
Oct 2025
▼ 1.46%
▼ 0.66%
▼ 0.24%
Nov 2025
▲ 0.80%▼ 0.87%▼ 6.69%
▲ 11.63%▲ 6.28%▲ 1.01%
▲ 9.25%▲ 5.14%▲ 2.96%
▲ 7.60%▲ 2.30%▲ 2.66%
▲ 2.76%▲ 2.05%▲ 3.85%
▲ 12.88%▲ 3.56%▼ 1.93%
▲ 10.96%▲ 2.38%▲ 0.18%
▼ 1.46%▼ 0.66%▼ 0.24%
Recent Activity
Plains All American
5.05%
▼ 10.30%
11
Buy
Oct 27, 2025
Hess Midstream Partners
5.48%
▼ 11.16%
11
Buy
Oct 27, 2025
Enterprise Products Partners
5.2%
▼ 2.25%
10
Buy
Aug 29, 2025
MPLX
5.88%
▲ 1.11%
10
Buy
Aug 29, 2025
Black Stone Minerals
5.96%
▲ 2.58%
10
Buy
Aug 29, 2025
Sirius XM Holdings
―
▲ 1.82%
11
Close
Aug 19, 2025
PepsiCo
―
▲ 6.44%
10
Sell
Aug 19, 2025
Citigroup
7.83%
▲ 32.84%
10
Buy
Aug 18, 2025
NEOS Nasdaq 100 High Income ETF
11.08%
▲ 2.51%
2
Buy
Aug 18, 2025
NEOS Bitcoin High Income ETF
9.23%
▼ 14.44%
1
Buy
Aug 18, 2025
Coca-Cola
―
▲ 0.59%
10
Close
Aug 16, 2025
Kraft Heinz
―
▼ 4.17%
10
Close
Aug 16, 2025
Chevron
7.15%
▲ 3.21%
10
Buy
Aug 15, 2025
Energy Transfer
37.14%
▼ 2.52%
2
Buy
Apr 29, 2025