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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #77,474 out of 863,620 TipRanks' Investors
Success Rate
69%
2409 out of 3481
profitable transactions
Average Return
39.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.51%
6-Month Return▼ 6.51%
12-Month Return▲ 4.83%
YTD Return▼ 7.81%
Total Return▲ 153.87%

Best Trade

Opened at
Closed at-
Gain▲ 808.50%

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

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 2.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.07%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.74%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.99%
Jan 2026
▼ 1.26%
▼ 0.86%
▼ 0.52%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 6.72%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 1.48%
Apr 2026
▲ 10.00%
▲ 3.75%
▲ 0.92%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 2.68%
▼ 3.68%▲ 0.19%▲ 3.07%
▼ 0.10%▲ 0.08%▲ 4.74%
▲ 4.06%▲ 1.47%▼ 2.99%
▼ 1.26%▼ 0.86%▼ 0.52%
▼ 0.25%▼ 4.94%▼ 6.72%
▲ 16.06%▲ 10.51%▲ 1.48%
▲ 10.00%▲ 3.75%▲ 0.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
General Mills
2.88%
▼ 27.73%
66
Buy
May 21, 2026
Agree Realty
0.87%
▲ 25.64%
69
Buy
May 21, 2026
Kraft Heinz
1.44%
▼ 16.69%
41
Buy
May 21, 2026
Campbell Soup
1.19%
▼ 33.59%
32
Buy
May 21, 2026
Main Street Capital
8.79%
▲ 103.16%
58
Buy
May 21, 2026
Verizon
2.76%
▲ 37.68%
48
Buy
May 21, 2026
Omega Healthcare
2.9%
▲ 122.52%
66
Buy
May 21, 2026
Unilever
0.43%
▲ 16.18%
23
Buy
May 21, 2026
Realty Income
12.44%
▲ 27.30%
157
Buy
May 21, 2026
Starwood Property
1.56%
▲ 14.28%
44
Buy
May 21, 2026
Bristol-Myers Squibb
2.11%
▲ 25.96%
62
Buy
May 21, 2026
Procter & Gamble
0.18%
▲ 43.63%
21
Buy
May 21, 2026
Clorox
2.19%
▼ 15.94%
44
Buy
May 21, 2026
Colgate-Palmolive
0.2%
▲ 13.81%
10
Buy
May 21, 2026
LTC Properties
1%
▲ 12.26%
50
Buy
May 21, 2026
Franklin Resources
0%
▲ 33.27%
24
Sell
May 21, 2026
Pembina Pipeline
0%
▲ 67.09%
13
Sell
May 21, 2026
Texas Instruments
0%
▲ 90.11%
25
Sell
May 21, 2026
Hormel Foods
0.75%
▼ 17.54%
26
Buy
May 21, 2026
Flowers Foods
0.8%
▼ 20.57%
11
Buy
May 21, 2026