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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #77,059 out of 821,666 TipRanks' Investors
Success Rate
69%
2127 out of 3095
profitable transactions
Average Return
31.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.02%
6-Month Return▲ 17.77%
12-Month Return▲ 13.07%
YTD Return▲ 14.40%
Total Return▲ 160.72%

Best Trade

Opened at
Closed at-
Gain▲ 633.02%

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%
▼ 6.38%
▼ 5.57%
▼ 0.79%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.38%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.09%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.81%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.44%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.79%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.74%
Sep 2025
▲ 1.27%
▲ 0.82%
▼ 0.56%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 0.79%
▲ 0.80%▼ 0.87%▼ 3.38%
▲ 11.63%▲ 6.28%▲ 2.09%
▲ 9.25%▲ 5.14%▲ 2.81%
▲ 7.60%▲ 2.30%▼ 0.44%
▲ 2.76%▲ 2.05%▲ 4.79%
▲ 12.88%▲ 3.56%▼ 0.74%
▲ 1.27%▲ 0.82%▼ 0.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dow Inc
0.57%
▼ 46.51%
26
Buy
Oct 04, 2025
General Mills
2.86%
▼ 0.04%
49
Sell
Oct 04, 2025
Agree Realty
0.74%
▲ 16.36%
63
Buy
Oct 04, 2025
Kraft Heinz
0.91%
▼ 19.97%
32
Buy
Oct 04, 2025
Gladstone Investment
3.8%
▲ 81.40%
160
Buy
Oct 04, 2025
Chevron
0.95%
▲ 27.08%
26
Buy
Oct 04, 2025
Ladder Capital
1.18%
▲ 24.18%
41
Buy
Oct 04, 2025
Merck & Company
0.93%
▲ 2.67%
8
Buy
Oct 04, 2025
Consolidated Edison
0.12%
▲ 19.21%
23
Buy
Oct 04, 2025
JM Smucker
0.07%
▼ 12.08%
13
Buy
Oct 04, 2025
PepsiCo
1.47%
▲ 5.85%
16
Buy
Oct 04, 2025
T Rowe Price
0.93%
▲ 5.71%
29
Buy
Oct 04, 2025
Procter & Gamble
0.05%
▲ 80.66%
15
Buy
Oct 04, 2025
Clorox
1.68%
▼ 7.80%
29
Buy
Oct 04, 2025
Gladstone Capital
1.93%
▲ 44.04%
37
Buy
Oct 04, 2025
Stag Industrial
0.88%
▲ 36.59%
72
Buy
Oct 04, 2025
Colgate-Palmolive
0.12%
▲ 19.25%
6
Open
Oct 04, 2025
LTC Properties
0.53%
▲ 7.19%
41
Buy
Oct 04, 2025
Gladstone Land
0.22%
▲ 23.30%
54
Buy
Oct 04, 2025
Comcast
0.44%
▼ 14.54%
19
Buy
Oct 04, 2025