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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #64,272 out of 818,587 TipRanks' Investors
Success Rate
69%
2139 out of 3095
profitable transactions
Average Return
31.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.80%
6-Month Return▲ 4.65%
12-Month Return▲ 13.31%
YTD Return▲ 14.36%
Total Return▲ 160.63%

Best Trade

Opened at
Closed at-
Gain▲ 685.22%

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

27.91%0-27.91%
▼ 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%
▲ 2.09%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.81%
Jun 2025
▲ 27.91%
▲ 2.30%
▼ 0.69%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.79%
Aug 2025
▲ 8.78%
▲ 2.32%
▼ 1.07%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 3.18%
▼ 1.80%▼ 5.57%▼ 0.79%
▲ 1.84%▼ 0.87%▼ 3.38%
▲ 12.20%▲ 6.28%▲ 2.09%
▲ 6.24%▲ 5.14%▲ 2.81%
▲ 27.91%▲ 2.30%▼ 0.69%
▲ 4.87%▲ 2.05%▲ 4.79%
▲ 8.78%▲ 2.32%▼ 1.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
General Mills
2.86%
▼ 1.27%
48
Buy
Sep 03, 2025
Kraft Heinz
0.89%
▼ 17.88%
31
Buy
Sep 03, 2025
Gladstone Investment
3.89%
▲ 82.84%
159
Buy
Sep 03, 2025
Unilever
0.4%
▲ 32.96%
20
Sell
Sep 03, 2025
LyondellBasell
1.22%
▼ 20.93%
30
Sell
Sep 03, 2025
Pfizer
2.22%
▼ 10.14%
49
Buy
Sep 03, 2025
Bristol-Myers Squibb
1%
▼ 3.90%
55
Buy
Sep 03, 2025
Clorox
1.71%
▼ 3.22%
28
Buy
Sep 03, 2025
LTC Properties
0.54%
▲ 7.61%
40
Buy
Sep 03, 2025
Gladstone Land
0.22%
▲ 22.03%
53
Buy
Sep 03, 2025
Comcast
0.23%
▼ 12.17%
18
Buy
Sep 03, 2025
Fidelity U.S. Bond Index Fund
0.24%
▲ 3.58%
24
Buy
Sep 03, 2025
Hormel Foods
0.32%
▼ 14.65%
17
Buy
Sep 03, 2025
Black Hills
0.75%
▲ 8.45%
13
Buy
Sep 03, 2025
Americold Realty
0.8%
▼ 14.26%
8
Buy
Sep 03, 2025
Flowers Foods
0.18%
▼ 4.88%
1
Open
Sep 03, 2025
Amcor
0.11%
▲ 2.04%
1
Open
Sep 03, 2025
Stanley Black & Decker
0.79%
▼ 5.69%
24
Buy
Aug 28, 2025
AbbVie
0%
▲ 166.46%
30
Sell
Aug 28, 2025
Campbell Soup
0.84%
▼ 8.80%
21
Buy
Aug 28, 2025