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pjs - New Portfolio
phil
pjsIndividual Investor
Ranked #80,610 out of 835,051 TipRanks' Investors
Success Rate
2226 out of 3294
profitable transactions
profitable transactions
Average Return
31.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 12.06%
6-Month Return▲ 13.60%
12-Month Return▲ 28.47%
YTD Return▲ 6.18%
Total Return▲ 191.78%
Best Trade
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%
▲ 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%
▼ 0.75%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.69%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 3.06%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.51%
Dec 2025
▲ 1.09%
▲ 0.18%
▲ 6.18%
Jan 2026
▲ 9.25%▲ 5.14%▲ 2.81%
▲ 7.60%▲ 2.30%▼ 0.44%
▲ 2.76%▲ 2.05%▲ 4.79%
▲ 12.88%▲ 3.56%▼ 0.75%
▲ 10.96%▲ 2.38%▼ 2.69%
▼ 3.57%▲ 0.19%▲ 3.06%
▼ 0.10%▲ 0.08%▲ 4.51%
▲ 1.09%▲ 0.18%▲ 6.18%
Recent Activity
Gladstone Investment
3.93%
▲ 84.64%
162
Buy
Jan 03, 2026
Starwood Property
1.54%
▲ 18.14%
38
Buy
Jan 03, 2026
AT&T
1.2%
▲ 52.32%
75
Sell
Jan 03, 2026
Clorox
2.27%
▼ 14.95%
39
Buy
Jan 03, 2026
Gladstone Capital
2.16%
▲ 41.00%
41
Buy
Jan 03, 2026
LTC Properties
0.75%
▲ 6.49%
45
Buy
Jan 03, 2026
Gladstone Land
0.38%
▲ 22.46%
57
Buy
Jan 03, 2026
Cubesmart
0.44%
▼ 7.80%
17
Buy
Jan 03, 2026
Pembina Pipeline
0.47%
▲ 35.36%
11
Buy
Jan 03, 2026
Fidelity U.S. Bond Index Fund
0.24%
▲ 2.57%
28
Buy
Jan 03, 2026
Healthpeak Properties
1.63%
▼ 5.80%
21
Buy
Jan 03, 2026
Crown Castle
0.18%
▼ 3.19%
4
Buy
Jan 03, 2026
Ripple
0.03%
▲ 12.82%
2
Buy
Dec 30, 2025
General Mills
3.37%
▼ 7.05%
55
Buy
Dec 29, 2025
LyondellBasell
1.25%
▼ 28.85%
32
Buy
Dec 29, 2025
Solana
0.02%
▲ 10.12%
2
Buy
Dec 26, 2025
Kraft Heinz
1.33%
▼ 18.53%
36
Buy
Dec 25, 2025
Vanguard FTSE Europe ETF
0.13%
▲ 0.99%
1
Open
Dec 25, 2025
MFS Low Volatility Global Equity Fund Cl R2
0%
▼ 0.57%
1
Open
Dec 25, 2025
Bitcoin
0.06%
▲ 4.72%
3
Buy
Dec 21, 2025