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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #43,720 out of 788,174 TipRanks' Investors
Success Rate
71%
1993 out of 2827
profitable transactions
Average Return
27.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.94%
6-Month Return▲ 11.65%
12-Month Return▲ 24.22%
YTD Return▲ 9.13%
Total Return▲ 148.58%

Best Trade

Opened at
Closed at-
Gain▲ 441.24%

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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 6.31%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.21%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.23%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.95%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.55%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.95%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 2.04%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 6.31%
▼ 13.14%▲ 2.34%▲ 2.35%
▲ 2.93%▲ 2.10%▲ 3.21%
▲ 9.99%▼ 0.89%▼ 1.23%
▲ 26.03%▲ 5.96%▲ 3.95%
▲ 5.97%▼ 2.41%▼ 5.55%
▲ 5.25%▲ 2.69%▲ 6.95%
▼ 9.08%▲ 1.42%▲ 2.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Agree Realty
0.77%
▲ 17.47%
56
Buy
Feb 17, 2025
Omega Healthcare
2.44%
▲ 61.92%
60
Buy
Feb 17, 2025
Archer Daniels Midland
0.73%
▼ 4.61%
39
Buy
Feb 17, 2025
Unum Group
0.58%
▲ 188.53%
23
Buy
Feb 17, 2025
XPLR Infrastructure
0%
▼ 69.36%
32
Sell
Feb 17, 2025
Stag Industrial
0.71%
▲ 31.03%
64
Buy
Feb 17, 2025
Franklin Resources
0.17%
▲ 14.90%
19
Buy
Feb 17, 2025
Comcast
0.29%
▼ 3.72%
14
Buy
Feb 17, 2025
Morgan Stanley
0.24%
▲ 23.38%
7
Buy
Feb 17, 2025
Casey's General
0.09%
▲ 8.47%
6
Buy
Feb 17, 2025
Amgen
0.03%
▲ 1.75%
1
Open
Feb 17, 2025
Texas Instruments
0.27%
▲ 23.77%
17
Buy
Feb 11, 2025
General Mills
1.99%
▲ 17.28%
34
Buy
Feb 10, 2025
Altria Group
3.52%
▲ 48.96%
60
Buy
Feb 10, 2025
Gladstone Investment
3.55%
▲ 70.72%
151
Buy
Feb 10, 2025
Pfizer
2.04%
▼ 7.03%
45
Buy
Feb 10, 2025
Bristol-Myers Squibb
1.1%
▲ 12.65%
51
Buy
Feb 10, 2025
BlackRock
0.1%
▼ 0.93%
2
Buy
Feb 10, 2025
Stanley Black & Decker
0.82%
▲ 3.86%
22
Sell
Jan 19, 2025
Arbor Realty
1.26%
▲ 38.91%
54
Buy
Jan 19, 2025