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pjs - New Portfolio
phil
pjsIndividual Investor
Ranked #62,303 out of 811,961 TipRanks' Investors
Success Rate
2050 out of 3033
profitable transactions
profitable transactions
Average Return
29.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.75%
6-Month Return▲ 4.01%
12-Month Return▲ 17.64%
YTD Return▲ 11.56%
Total Return▲ 154.26%
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
27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 7.01%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.79%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.38%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.07%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.80%
Jun 2025
▲ 27.86%
▲ 2.30%
▼ 0.67%
Jul 2025
▲ 0.94%
▼ 0.14%
▲ 1.13%
Aug 2025
▲ 6.03%▲ 2.69%▲ 7.01%
▼ 12.86%▼ 1.27%▲ 3.18%
▼ 1.80%▼ 5.57%▼ 0.79%
▲ 1.84%▼ 0.87%▼ 3.38%
▲ 12.20%▲ 6.28%▲ 2.07%
▲ 6.24%▲ 5.14%▲ 2.80%
▲ 27.86%▲ 2.30%▼ 0.67%
▲ 0.94%▼ 0.14%▲ 1.13%
Recent Activity
General Mills
2.48%
▼ 2.25%
43
Buy
Aug 04, 2025
Agree Realty
0.81%
▲ 22.54%
61
Buy
Aug 04, 2025
Campbell Soup
0.83%
▼ 12.13%
20
Sell
Aug 04, 2025
Altria Group
3.67%
▲ 76.40%
63
Sell
Aug 04, 2025
Gladstone Investment
4.07%
▲ 80.04%
157
Buy
Aug 04, 2025
Ladder Capital
1.04%
▲ 30.77%
38
Buy
Aug 04, 2025
Realty Income
11.93%
▲ 14.47%
143
Buy
Aug 04, 2025
Starwood Property
1.57%
▲ 23.13%
35
Buy
Aug 04, 2025
Coca-Cola
1.95%
▲ 41.59%
30
Buy
Aug 04, 2025
Cummins
0%
▲ 76.78%
11
Sell
Aug 04, 2025
Gladstone Capital
1.83%
▲ 85.50%
34
Buy
Aug 04, 2025
LTC Properties
0.46%
▲ 7.46%
38
Buy
Aug 04, 2025
Gladstone Land
0.14%
▲ 24.77%
50
Buy
Aug 04, 2025
Portland GE
0.43%
▲ 2.01%
15
Buy
Aug 04, 2025
Oneok
1.5%
▲ 19.97%
14
Buy
Aug 04, 2025
Essex Property
0.22%
▲ 9.78%
8
Buy
Aug 04, 2025
Fifth Third Bancorp
0.28%
▲ 43.32%
12
Buy
Aug 04, 2025
Fidelity U.S. Bond Index Fund
0.2%
▲ 2.31%
23
Buy
Aug 04, 2025
AvalonBay
0.27%
▲ 1.35%
13
Buy
Aug 04, 2025
Healthpeak Properties
1.67%
▼ 3.48%
16
Buy
Aug 04, 2025