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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #55,170 out of 798,015 TipRanks' Investors
Success Rate
64%
1848 out of 2883
profitable transactions
Average Return
24.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.18%
6-Month Return▲ 3.02%
12-Month Return▲ 16.64%
YTD Return▲ 5.71%
Total Return▲ 140.93%

Best Trade

Opened at
Closed at-
Gain▲ 449.03%

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

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.26%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.97%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.47%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 7.01%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.79%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 3.21%
Apr 2025
▼ 0.11%
▲ 2.20%
▼ 0.29%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.26%
▲ 25.97%▲ 5.96%▲ 3.97%
▲ 5.39%▼ 2.41%▼ 5.47%
▲ 6.00%▲ 2.69%▲ 7.01%
▼ 12.86%▼ 1.27%▲ 3.18%
▼ 1.80%▼ 5.57%▼ 0.79%
▲ 1.74%▼ 0.87%▼ 3.21%
▼ 0.11%▲ 2.20%▼ 0.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
General Mills
2.15%
▲ 8.58%
37
Buy
Apr 17, 2025
Agree Realty
0.83%
▲ 26.05%
58
Buy
Apr 17, 2025
SpartanNash Co
0.21%
▼ 2.70%
23
Buy
Apr 17, 2025
Gladstone Investment
3.87%
▲ 71.23%
154
Buy
Apr 17, 2025
PepsiCo
1.17%
▼ 1.84%
12
Buy
Apr 17, 2025
Realty Income
10.46%
▲ 12.73%
134
Buy
Apr 17, 2025
Stag Industrial
0.41%
▲ 26.41%
66
Sell
Apr 17, 2025
Comcast
0.11%
▼ 7.89%
15
Sell
Apr 17, 2025
Essex Property
0.25%
▲ 23.25%
7
Buy
Apr 17, 2025
Fifth Third Bancorp
0.25%
▲ 31.63%
11
Buy
Apr 17, 2025
Kroger Company
0%
▲ 62.10%
6
Sell
Apr 17, 2025
Alexandria Equities
0.4%
▼ 31.32%
14
Buy
Apr 17, 2025
AvalonBay
0.23%
▲ 14.13%
11
Buy
Apr 17, 2025
Healthpeak Properties
0.26%
▼ 5.47%
9
Buy
Apr 17, 2025
COPT Defense Properties
0.22%
▲ 2.67%
7
Buy
Apr 17, 2025
Fidelity 500 Index Fund
0.3%
▼ 1.51%
5
Buy
Apr 17, 2025
Amgen
0.04%
▼ 1.68%
2
Buy
Apr 17, 2025
Archer Daniels Midland
0.84%
▼ 2.57%
41
Buy
Apr 02, 2025
Unilever
0.82%
▲ 36.07%
18
Buy
Apr 02, 2025
T Rowe Price
2.14%
▼ 10.86%
27
Buy
Apr 02, 2025