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pjs - New Portfolio
phil
pjsIndividual Investor
Ranked #73,010 out of 832,419 TipRanks' Investors
Success Rate
2241 out of 3262
profitable transactions
profitable transactions
Average Return
31.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.80%
6-Month Return▲ 6.97%
12-Month Return▲ 13.69%
YTD Return▲ 16.74%
Total Return▲ 166.07%
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%
▲ 11.63%
▲ 6.28%
▲ 2.09%
May 2025
▲ 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
▼ 3.44%
▲ 0.19%
▲ 3.17%
Nov 2025
▲ 1.14%
▼ 0.24%
▲ 1.08%
Dec 2025
▲ 11.63%▲ 6.28%▲ 2.09%
▲ 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%
▼ 3.44%▲ 0.19%▲ 3.17%
▲ 1.14%▼ 0.24%▲ 1.08%
Recent Activity
Dow Inc
0.64%
▼ 38.59%
29
Buy
Dec 12, 2025
Agree Realty
0.79%
▲ 18.77%
66
Buy
Dec 12, 2025
Campbell Soup
1.12%
▼ 18.47%
25
Buy
Dec 12, 2025
Procter & Gamble
0.06%
▲ 65.06%
16
Buy
Dec 12, 2025
Clorox
2.03%
▼ 13.97%
36
Buy
Dec 12, 2025
Comcast
0.62%
▼ 20.98%
23
Buy
Dec 12, 2025
Bank Of Hawaii
0.55%
▲ 13.67%
15
Buy
Dec 12, 2025
Stanley Black & Decker
0.72%
▼ 6.89%
25
Buy
Dec 10, 2025
Kimberly Clark
1.54%
▲ 1.59%
9
Buy
Dec 10, 2025
Chevron
1.07%
▲ 22.06%
28
Buy
Dec 10, 2025
Unilever
0.33%
▲ 31.42%
21
Sell
Dec 10, 2025
AT&T
10.46%
▲ 52.45%
74
Buy
Dec 10, 2025
Diageo
0.45%
▼ 16.07%
10
Buy
Dec 10, 2025
City Holding Company
0%
▲ 3.45%
4
Sell
Dec 10, 2025
Magnum Ice Cream Co. N.V.
0.02%
▲ 5.87%
1
Open
Dec 10, 2025
General Mills
3.11%
▼ 5.17%
54
Buy
Dec 08, 2025
Altria Group
2.21%
▲ 68.45%
65
Sell
Dec 06, 2025
Main Street Capital
9.94%
▲ 160.41%
53
Buy
Dec 06, 2025
Verizon
2.09%
▲ 15.07%
44
Buy
Dec 06, 2025
Ladder Capital
1.36%
▲ 34.01%
43
Buy
Dec 06, 2025