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pjs - New Portfolio

PerformancePortfolio Details

phil

pjs
Individual Investor
Ranked #63,289 out of 861,012 TipRanks' Investors
Success Rate
70%
2409 out of 3430
profitable transactions
Average Return
40.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.30%
6-Month Return▲ 0.77%
12-Month Return▲ 5.46%
YTD Return▼ 7.18%
Total Return▲ 155.62%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 824.16%

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

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 2.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.07%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.74%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.99%
Jan 2026
▼ 1.33%
▼ 0.86%
▼ 0.45%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 6.69%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 1.48%
Apr 2026
▲ 1.37%
▲ 0.28%
▲ 1.50%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 2.68%
▼ 3.68%▲ 0.19%▲ 3.07%
▼ 0.10%▲ 0.08%▲ 4.74%
▲ 4.06%▲ 1.47%▼ 2.99%
▼ 1.33%▼ 0.86%▼ 0.45%
▲ 0.52%▼ 4.94%▼ 6.69%
▲ 16.06%▲ 10.51%▲ 1.48%
▲ 1.37%▲ 0.28%▲ 1.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
XRP-USD
Ripple
0.06%
▼ 15.10%
7
Buy
May 02, 2026
GIS
General Mills
2.83%
▼ 26.01%
65
Sell
May 01, 2026
ABR
Arbor Realty
0.85%
▼ 5.71%
60
Buy
May 01, 2026
KHC
Kraft Heinz
1.24%
▼ 22.81%
39
Buy
May 01, 2026
CPB
Campbell Soup
0.99%
▼ 35.59%
31
Buy
May 01, 2026
MO
Altria Group
2.97%
▲ 118.19%
68
Buy
May 01, 2026
MAIN
Main Street Capital
9.5%
▲ 136.71%
56
Buy
May 01, 2026
VZ
Verizon
2.56%
▲ 38.73%
47
Buy
May 01, 2026
GAIN
Gladstone Investment
4.52%
▲ 123.68%
168
Buy
May 01, 2026
T
AT&T
1.27%
▲ 62.84%
79
Buy
May 01, 2026
BMY
Bristol-Myers Squibb
2.06%
▲ 24.23%
61
Buy
May 01, 2026
HASI
HASI
0.47%
▲ 134.32%
37
Sell
May 01, 2026
GLAD
Gladstone Capital
1.94%
▲ 33.54%
43
Buy
May 01, 2026
MDT
Medtronic
0.1%
▲ 11.33%
15
Buy
May 01, 2026
LTC
LTC Properties
0.96%
▲ 12.56%
49
Buy
May 01, 2026
LAND
Gladstone Land
0.38%
▲ 25.18%
60
Buy
May 01, 2026
LNC
Lincoln National
0.08%
▲ 50.58%
44
Sell
May 01, 2026
FXNAX
Fidelity U.S. Bond Index Fund
0.22%
▲ 1.36%
32
Buy
May 01, 2026
DOC
Healthpeak Properties
1.59%
▼ 2.14%
25
Buy
May 01, 2026
MSDL
Morgan Stanley Direct Lending Fund
1.13%
▼ 6.45%
19
Buy
May 01, 2026