tiprankstipranks
Trending News
More News >

pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #68,215 out of 851,108 TipRanks' Investors
Success Rate
71%
2361 out of 3348
profitable transactions
Average Return
33.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.75%
6-Month Return▲ 9.75%
12-Month Return▲ 14.80%
YTD Return▲ 2.31%
Total Return▲ 180.99%

Best Trade

Opened at
Closed at-
Gain▲ 611.13%

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%
▲ 9.25%
▲ 5.14%
▲ 2.81%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.43%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.79%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.74%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.69%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 3.00%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.51%
Dec 2025
▲ 5.17%
▲ 1.59%
▲ 2.31%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 2.81%
▲ 7.60%▲ 2.30%▼ 0.43%
▲ 2.76%▲ 2.05%▲ 4.79%
▲ 12.88%▲ 3.56%▼ 0.74%
▲ 10.96%▲ 2.38%▼ 2.69%
▼ 3.58%▲ 0.19%▲ 3.00%
▼ 0.10%▲ 0.08%▲ 4.51%
▲ 5.17%▲ 1.59%▲ 2.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Morgan Stanley Direct Lending Fund
1.21%
▼ 9.61%
17
Buy
Jan 23, 2026
General Mills
3.25%
▼ 7.39%
58
Buy
Jan 22, 2026
Agree Realty
0.85%
▲ 19.66%
67
Buy
Jan 22, 2026
Campbell Soup
1.21%
▼ 18.51%
28
Buy
Jan 22, 2026
Altria Group
2.6%
▲ 81.29%
67
Buy
Jan 22, 2026
Verizon
2.18%
▲ 13.12%
45
Buy
Jan 22, 2026
Gladstone Investment
3.81%
▲ 82.47%
163
Buy
Jan 22, 2026
Ladder Capital
1.5%
▲ 29.35%
45
Buy
Jan 22, 2026
Southern Co
0.15%
▲ 78.99%
40
Buy
Jan 22, 2026
JM Smucker
0.08%
▼ 11.86%
14
Buy
Jan 22, 2026
Realty Income
12.47%
▲ 21.68%
155
Buy
Jan 22, 2026
Starwood Property
1.6%
▲ 15.10%
40
Buy
Jan 22, 2026
Procter & Gamble
0.11%
▲ 58.04%
18
Buy
Jan 22, 2026
Clorox
2.56%
▼ 4.09%
41
Buy
Jan 22, 2026
HASI
0.52%
▲ 85.42%
36
Buy
Jan 22, 2026
Franklin Resources
0.18%
▲ 22.68%
22
Buy
Jan 22, 2026
Essex Property
0.38%
▲ 6.94%
11
Buy
Jan 22, 2026
Alexandria Equities
0.76%
▼ 31.18%
23
Buy
Jan 22, 2026
Hormel Foods
0.7%
▼ 7.59%
23
Buy
Jan 22, 2026
AvalonBay
0.5%
▼ 2.54%
17
Buy
Jan 22, 2026