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pjs - New Portfolio

PerformancePortfolio Details

phil

pjs
Individual Investor
Ranked #51,713 out of 781,066 TipRanks' Investors
Success Rate
68%
1902 out of 2789
profitable transactions
Average Return
25.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.04%
6-Month Return▲ 7.55%
12-Month Return▲ 19.13%
YTD Return▲ 3.86%
Total Return▲ 136.20%

Best Trade

AssetUnum Group (UNM)
Opened at
Closed at-
Gain▲ 417.67%

Bio

retired at 56, dividends are a key to living in retirement, total dividend reinvestment is my focus the market swings up and down, dividends are true

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.35%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.31%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.21%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.23%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.95%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.69%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.86%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.35%
▲ 8.13%▲ 1.21%▲ 6.31%
▼ 13.14%▲ 2.34%▲ 2.35%
▲ 2.93%▲ 2.10%▲ 3.21%
▲ 10.00%▼ 0.89%▼ 1.23%
▲ 26.04%▲ 5.96%▲ 3.95%
▲ 5.93%▼ 2.41%▼ 5.69%
▲ 9.79%▲ 0.95%▲ 3.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GIS
General Mills
1.92%
▲ 18.67%
33
Buy
Jan 10, 2025
LAND
Gladstone Land
0.04%
▲ 33.09%
46
Buy
Jan 10, 2025
ADM
Archer Daniels Midland
0.89%
▲ 3.48%
36
Buy
Jan 08, 2025
KHC
Kraft Heinz
0.74%
▼ 13.55%
28
Buy
Jan 03, 2025
O
Realty Income
7.22%
▲ 7.12%
129
Buy
Jan 03, 2025
JNJ
Johnson & Johnson
3.76%
▲ 6.67%
23
Buy
Jan 03, 2025
LYB
LyondellBasell
0.81%
▲ 3.18%
22
Buy
Jan 03, 2025
MGEE
MGE Energy
1.21%
▲ 27.77%
16
Sell
Jan 03, 2025
STWD
Starwood Property
0.88%
▲ 21.21%
30
Buy
Jan 03, 2025
KO
Coca-Cola
2.31%
▲ 27.30%
27
Buy
Jan 03, 2025
STAG
Stag Industrial
0.52%
▲ 27.19%
62
Buy
Jan 03, 2025
BEN
Franklin Resources
0.06%
▲ 14.43%
18
Buy
Jan 03, 2025
LHX
L3Harris Technologies
0.46%
▲ 9.59%
12
Buy
Jan 03, 2025
MDLZ
Mondelez International
0.19%
▼ 12.64%
7
Buy
Jan 03, 2025
FXAIX
Fidelity 500 Index Fund
0.32%
▲ 2.24%
4
Buy
Jan 03, 2025
CCI
Crown Castle
0.19%
▼ 5.49%
3
Buy
Jan 03, 2025
TT
Trane Technologies
0.03%
▲ 2.12%
1
Open
Jan 03, 2025
AMT
American Tower
0.04%
▲ 4.29%
1
Open
Jan 03, 2025
PSTL
Postal Realty
0.35%
▼ 6.57%
20
Buy
Dec 14, 2024
ADC
Agree Realty
1.03%
▲ 19.18%
54
Buy
Dec 14, 2024