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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #63,608 out of 795,509 TipRanks' Investors
Success Rate
61%
1752 out of 2869
profitable transactions
Average Return
20.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.85%
6-Month Return▼ 1.52%
12-Month Return▲ 16.32%
YTD Return▲ 1.75%
Total Return▲ 131.91%

Best Trade

Opened at
Closed at-
Gain▲ 422.53%

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

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 3.21%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.24%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 3.98%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 5.51%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 6.99%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.21%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.80%
Mar 2025
▼ 7.29%
▼ 4.55%
▼ 7.11%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.21%
▲ 10.00%▼ 0.89%▼ 1.24%
▲ 25.98%▲ 5.96%▲ 3.98%
▲ 5.34%▼ 2.41%▼ 5.51%
▲ 5.99%▲ 2.69%▲ 6.99%
▼ 12.86%▼ 1.27%▲ 3.21%
▼ 1.80%▼ 5.57%▼ 0.80%
▼ 7.29%▼ 4.55%▼ 7.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Archer Daniels Midland
0.84%
▼ 5.98%
41
Buy
Apr 02, 2025
Gladstone Investment
3.78%
▲ 64.30%
153
Buy
Apr 02, 2025
Unilever
0.82%
▲ 32.73%
18
Buy
Apr 02, 2025
T Rowe Price
2.13%
▼ 13.49%
27
Buy
Apr 02, 2025
Alexandria Equities
0.41%
▼ 30.24%
13
Buy
Apr 02, 2025
Bank Of Nova Scotia
0.6%
▲ 0.33%
9
Buy
Apr 02, 2025
General Mills
2.22%
▲ 14.75%
36
Buy
Mar 31, 2025
Agree Realty
0.83%
▲ 23.66%
57
Buy
Mar 31, 2025
WEC Energy Group
0%
▲ 38.67%
21
Sell
Mar 31, 2025
Realty Income
10.39%
▲ 9.44%
133
Buy
Mar 31, 2025
LyondellBasell
1.13%
▼ 22.56%
24
Buy
Mar 31, 2025
MGE Energy
1.2%
▲ 21.30%
17
Buy
Mar 31, 2025
International Business Machines
0%
▲ 129.40%
10
Sell
Mar 31, 2025
Prudential Financial
2.56%
▲ 22.33%
25
Buy
Mar 31, 2025
Pfizer
2.05%
▼ 21.16%
46
Buy
Mar 31, 2025
Cardinal Health
0%
▲ 140.24%
33
Sell
Mar 31, 2025
Stag Industrial
0.67%
▲ 17.56%
65
Buy
Mar 31, 2025
Fidelity High Dividend ETF
0.08%
▲ 36.09%
6
Buy
Mar 31, 2025
L3Harris Technologies
0.49%
▲ 11.68%
13
Buy
Mar 31, 2025
Dover
0%
▲ 3.95%
13
Sell
Mar 31, 2025