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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #57,992 out of 804,211 TipRanks' Investors
Success Rate
66%
1935 out of 2920
profitable transactions
Average Return
26.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.57%
6-Month Return▲ 10.04%
12-Month Return▲ 19.16%
YTD Return▲ 8.36%
Total Return▲ 146.95%

Best Trade

Opened at
Closed at-
Gain▲ 443.38%

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%
▲ 25.97%
▲ 5.96%
▲ 3.97%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.47%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 7.01%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.79%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.36%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.04%
May 2025
▲ 4.89%
▲ 1.38%
▲ 0.32%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 3.97%
▲ 5.10%▼ 2.41%▼ 5.47%
▲ 6.03%▲ 2.69%▲ 7.01%
▼ 12.86%▼ 1.27%▲ 3.18%
▼ 1.80%▼ 5.57%▼ 0.79%
▲ 1.83%▼ 0.87%▼ 3.36%
▲ 12.21%▲ 6.28%▲ 2.04%
▲ 4.89%▲ 1.38%▲ 0.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Prudential Financial
2.55%
▲ 28.25%
26
Buy
Jun 12, 2025
Archer Daniels Midland
0.94%
▲ 12.08%
42
Buy
Jun 11, 2025
Philip Morris
0%
▲ 130.94%
21
Sell
Jun 11, 2025
Realty Income
10.19%
▲ 14.85%
136
Buy
Jun 11, 2025
LyondellBasell
1.18%
▼ 15.20%
26
Buy
Jun 11, 2025
Coca-Cola
1.93%
▲ 44.43%
29
Sell
Jun 11, 2025
Oneok
0.93%
▲ 31.82%
12
Buy
Jun 11, 2025
Alexandria Equities
0.47%
▼ 29.32%
16
Buy
Jun 11, 2025
Bank Of Hawaii
0.15%
▲ 11.00%
8
Buy
Jun 11, 2025
Black Hills
0.54%
▲ 5.60%
9
Buy
Jun 11, 2025
Healthpeak Properties
0.84%
▼ 6.19%
11
Buy
Jun 11, 2025
Americold Realty
0.28%
▼ 5.41%
1
Open
Jun 11, 2025
Dow Inc
0.72%
▼ 35.40%
24
Buy
Jun 05, 2025
Rithm Capital
0.34%
▲ 39.84%
15
Buy
Jun 05, 2025
General Mills
2.09%
▲ 4.48%
38
Buy
Jun 05, 2025
Agree Realty
0.79%
▲ 23.14%
59
Buy
Jun 05, 2025
British American Tobacco
1.88%
▲ 57.85%
16
Buy
Jun 05, 2025
Kraft Heinz
0.71%
▼ 20.09%
30
Buy
Jun 05, 2025
Campbell Soup
0.04%
▼ 21.00%
14
Buy
Jun 05, 2025
Omega Healthcare
2.54%
▲ 66.83%
61
Buy
Jun 05, 2025