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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #71,273 out of 857,303 TipRanks' Investors
Success Rate
67%
2273 out of 3410
profitable transactions
Average Return
31.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.56%
6-Month Return▼ 4.99%
12-Month Return▲ 0.11%
YTD Return▼ 10.17%
Total Return▲ 146.94%

Best Trade

Opened at
Closed at-
Gain▲ 579.74%

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

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 4.79%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.75%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.69%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.06%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.55%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.98%
Jan 2026
▼ 1.18%
▼ 0.86%
▼ 0.25%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 7.18%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 4.79%
▲ 12.88%▲ 3.56%▼ 0.75%
▲ 10.96%▲ 2.38%▼ 2.69%
▼ 3.68%▲ 0.19%▲ 3.06%
▼ 0.10%▲ 0.08%▲ 4.55%
▲ 4.06%▲ 1.47%▼ 2.98%
▼ 1.18%▼ 0.86%▼ 0.25%
▲ 1.73%▼ 5.20%▼ 7.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ripple
0.06%
▼ 17.43%
6
Buy
Mar 10, 2026
Postal Realty
0.47%
▲ 38.14%
21
Buy
Mar 09, 2026
General Mills
2.99%
▼ 22.91%
63
Buy
Mar 09, 2026
Kraft Heinz
1.23%
▼ 25.96%
38
Buy
Mar 09, 2026
Omega Healthcare
2.84%
▲ 107.21%
65
Sell
Mar 09, 2026
Gladstone Investment
3.96%
▲ 85.46%
166
Buy
Mar 09, 2026
Southern Co
0.16%
▲ 89.53%
41
Buy
Mar 09, 2026
JM Smucker
0.09%
▼ 13.61%
16
Buy
Mar 09, 2026
Starwood Property
1.51%
▲ 9.34%
41
Sell
Mar 09, 2026
Pfizer
2.51%
▲ 4.88%
52
Buy
Mar 09, 2026
LTC Properties
0.81%
▲ 8.76%
48
Buy
Mar 09, 2026
Gladstone Land
0.43%
▲ 29.06%
59
Buy
Mar 09, 2026
Essex Property
0.39%
▲ 0.93%
12
Buy
Mar 09, 2026
Fidelity U.S. Bond Index Fund
0.23%
▲ 1.03%
30
Buy
Mar 09, 2026
Healthpeak Properties
1.74%
▲ 1.02%
24
Buy
Mar 09, 2026
Flowers Foods
0.62%
▼ 26.23%
8
Buy
Mar 09, 2026
Tether
0.01%
0.00%
1
Open
Feb 26, 2026
Arbor Realty
0.81%
▼ 10.85%
58
Buy
Feb 25, 2026
Campbell Soup
0.97%
▼ 35.68%
30
Buy
Feb 25, 2026
Main Street Capital
9.55%
▲ 133.33%
54
Buy
Feb 25, 2026