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pjs - New Portfolio
phil
pjsIndividual Investor
Ranked #88,334 out of 825,627 TipRanks' Investors
Success Rate
2131 out of 3141
profitable transactions
profitable transactions
Average Return
30.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.54%
6-Month Return▲ 7.61%
12-Month Return▲ 11.92%
YTD Return▲ 13.68%
Total Return▲ 159.08%
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%
▼ 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%
▼ 0.43%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.79%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.74%
Sep 2025
▲ 10.60%
▲ 3.13%
▼ 1.18%
Oct 2025
▼ 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%▼ 0.43%
▲ 2.76%▲ 2.05%▲ 4.79%
▲ 12.88%▲ 3.56%▼ 0.74%
▲ 10.60%▲ 3.13%▼ 1.18%
Recent Activity
Community Healthcare
0.39%
▼ 34.83%
27
Buy
Oct 13, 2025
Gladstone Capital
1.91%
▲ 34.82%
38
Buy
Oct 13, 2025
Franklin Resources
0.17%
▲ 19.52%
21
Buy
Oct 13, 2025
Comcast
0.58%
▼ 17.69%
20
Buy
Oct 13, 2025
Diageo
0.28%
▼ 18.45%
7
Buy
Oct 13, 2025
American Tower
0.11%
▼ 3.80%
4
Buy
Oct 13, 2025
City Holding Company
0.09%
▲ 0.68%
1
Open
Oct 13, 2025
Bank OZK
0.09%
▼ 8.77%
1
Open
Oct 13, 2025
Kimberly Clark
1.53%
▲ 18.67%
4
Buy
Oct 09, 2025
Kraft Heinz
0.98%
▼ 17.92%
33
Buy
Oct 09, 2025
Citigroup
0%
▲ 127.63%
36
Sell
Oct 09, 2025
Johnson & Johnson
3.44%
▲ 38.88%
26
Sell
Oct 09, 2025
T Rowe Price
1.06%
▲ 4.53%
30
Buy
Oct 09, 2025
Mondelez International
0%
▼ 7.08%
8
Sell
Oct 09, 2025
Hormel Foods
0.44%
▼ 16.21%
19
Buy
Oct 09, 2025
Kenvue, Inc.
0.34%
▼ 24.69%
9
Buy
Oct 09, 2025
Healthpeak Properties
1.62%
▲ 2.97%
17
Sell
Oct 09, 2025
Flowers Foods
0.32%
▼ 4.66%
3
Buy
Oct 09, 2025
Amcor
0.17%
▲ 3.93%
3
Buy
Oct 09, 2025
Dow Inc
0.63%
▼ 39.94%
26
Buy
Oct 04, 2025