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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #51,882 out of 815,471 TipRanks' Investors
Success Rate
71%
2158 out of 3062
profitable transactions
Average Return
31.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.41%
6-Month Return▲ 3.92%
12-Month Return▲ 16.03%
YTD Return▲ 14.74%
Total Return▲ 161.51%

Best Trade

Opened at
Closed at-
Gain▲ 550.01%

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

27.88%0-27.88%
▲ 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%
▲ 2.09%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.81%
Jun 2025
▲ 27.88%
▲ 2.30%
▼ 0.69%
Jul 2025
▲ 6.60%
▲ 2.07%
▲ 4.01%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%▲ 2.09%
▲ 6.24%▲ 5.14%▲ 2.81%
▲ 27.88%▲ 2.30%▼ 0.69%
▲ 6.60%▲ 2.07%▲ 4.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Stanley Black & Decker
0.76%
▼ 10.35%
24
Buy
Aug 28, 2025
General Mills
2.7%
▼ 1.99%
47
Buy
Aug 28, 2025
AbbVie
0%
▲ 156.72%
30
Sell
Aug 28, 2025
Campbell Soup
0.8%
▼ 13.91%
21
Buy
Aug 28, 2025
Archer Daniels Midland
0%
▲ 30.54%
46
Sell
Aug 28, 2025
Merck & Company
0.32%
▼ 3.90%
7
Buy
Aug 28, 2025
Realty Income
11.85%
▲ 16.09%
146
Buy
Aug 28, 2025
Community Healthcare
0.32%
▼ 36.76%
25
Buy
Aug 28, 2025
Pfizer
2.31%
▼ 6.65%
48
Buy
Aug 28, 2025
Clorox
1.42%
▼ 9.14%
27
Buy
Aug 28, 2025
Gladstone Capital
2.1%
▲ 81.43%
36
Buy
Aug 28, 2025
LTC Properties
0.54%
▲ 8.83%
39
Buy
Aug 28, 2025
United Parcel
1.28%
▼ 19.52%
27
Buy
Aug 28, 2025
Essex Property
0.29%
▲ 12.94%
9
Buy
Aug 28, 2025
Bank Of Hawaii
0.28%
▲ 14.26%
11
Buy
Aug 28, 2025
Hormel Foods
0.26%
▼ 4.30%
16
Buy
Aug 28, 2025
AvalonBay
0.38%
▲ 4.45%
14
Buy
Aug 28, 2025
Kenvue, Inc.
0.39%
▲ 6.65%
8
Buy
Aug 28, 2025
Morgan Stanley Direct Lending Fund
1.26%
▼ 6.64%
15
Buy
Aug 28, 2025
COPT Defense Properties
0.31%
▲ 11.70%
9
Buy
Aug 28, 2025