Education
About Us
Working with TipRanks
Follow Us
pjs - New Portfolio
phil
pjsIndividual Investor
Ranked #38,342 out of 792,946 TipRanks' Investors
Success Rate
1943 out of 2849
profitable transactions
profitable transactions
Average Return
26.51%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.56%
6-Month Return▲ 5.72%
12-Month Return▲ 19.67%
YTD Return▲ 8.03%
Total Return▲ 146.20%
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
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.21%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.24%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.98%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.51%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 6.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.21%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 1.99%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.35%
▲ 2.93%▲ 2.10%▲ 3.21%
▲ 10.00%▼ 0.89%▼ 1.24%
▲ 26.01%▲ 5.96%▲ 3.98%
▲ 5.39%▼ 2.41%▼ 5.51%
▲ 5.83%▲ 2.69%▲ 6.79%
▼ 12.86%▼ 1.27%▲ 3.21%
▲ 2.82%▼ 4.80%▼ 1.99%
Recent Activity
Rithm Capital
0.33%
▲ 46.64%
14
Buy
Mar 07, 2025
General Mills
1.92%
▲ 15.40%
35
Buy
Mar 07, 2025
British American Tobacco
1.5%
▲ 34.60%
15
Buy
Mar 07, 2025
Consolidated Edison
0.07%
▲ 24.19%
20
Buy
Mar 07, 2025
Realty Income
7.95%
▲ 10.20%
132
Buy
Mar 07, 2025
Starwood Property
1.09%
▲ 21.63%
33
Buy
Mar 07, 2025
Bank Of Nova Scotia
0.56%
▲ 3.37%
8
Buy
Mar 07, 2025
Morgan Stanley Direct Lending Fund
0.5%
▲ 2.23%
8
Buy
Mar 07, 2025
Kraft Heinz
0.81%
▼ 10.40%
29
Buy
Mar 03, 2025
Altria Group
3.72%
▲ 56.94%
61
Buy
Mar 03, 2025
Gladstone Investment
3.51%
▲ 66.63%
152
Buy
Mar 03, 2025
LTC Properties
0.15%
▲ 7.50%
33
Buy
Mar 03, 2025
Gladstone Land
0.05%
▲ 30.57%
48
Buy
Mar 03, 2025
Caterpillar
0.43%
▲ 18.76%
9
Buy
Mar 03, 2025
Bank Of Montreal
0.81%
▲ 15.21%
17
Buy
Mar 03, 2025
Fidelity U.S. Bond Index Fund
0.2%
▲ 1.67%
21
Buy
Mar 03, 2025
Bank Of Hawaii
0.09%
▲ 18.82%
7
Buy
Mar 03, 2025
Hormel Foods
0.15%
▼ 2.31%
12
Buy
Mar 03, 2025
Black Hills
0.08%
▲ 12.96%
7
Buy
Mar 03, 2025
Kenvue, Inc.
0.44%
▲ 19.19%
6
Buy
Mar 03, 2025