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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #73,008 out of 829,418 TipRanks' Investors
Success Rate
67%
2158 out of 3220
profitable transactions
Average Return
29.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.24%
6-Month Return▲ 7.11%
12-Month Return▲ 9.61%
YTD Return▲ 13.45%
Total Return▲ 158.56%

Best Trade

Opened at
Closed at-
Gain▲ 643.31%

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%
▲ 0.80%
▼ 0.87%
▼ 3.38%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.09%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.81%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.44%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.79%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.75%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.69%
Oct 2025
▼ 9.41%
▼ 4.33%
▲ 1.34%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.38%
▲ 11.63%▲ 6.28%▲ 2.09%
▲ 9.25%▲ 5.14%▲ 2.81%
▲ 7.60%▲ 2.30%▼ 0.44%
▲ 2.76%▲ 2.05%▲ 4.79%
▲ 12.88%▲ 3.56%▼ 0.75%
▲ 10.96%▲ 2.38%▼ 2.69%
▼ 9.41%▼ 4.33%▲ 1.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Johnson & Johnson
2.98%
▲ 51.49%
28
Sell
Nov 20, 2025
Texas Instruments
0.25%
▼ 1.25%
21
Buy
Nov 20, 2025
Essex Property
0.41%
▲ 10.06%
10
Buy
Nov 20, 2025
Amcor
0.4%
▲ 3.40%
6
Buy
Nov 20, 2025
Bank OZK
0.21%
▼ 3.42%
2
Buy
Nov 20, 2025
Bitcoin
0.01%
▼ 4.76%
2
Buy
Nov 20, 2025
Bristol-Myers Squibb
1.48%
▼ 2.74%
57
Buy
Nov 18, 2025
Kimberly Clark
1.53%
▲ 2.62%
7
Buy
Nov 17, 2025
Realty Income
12.09%
▲ 14.09%
151
Buy
Nov 17, 2025
Duke Energy
0%
▲ 82.38%
11
Sell
Nov 17, 2025
Hormel Foods
0.43%
▼ 18.42%
20
Buy
Nov 17, 2025
Agree Realty
0.81%
▲ 23.28%
64
Buy
Nov 14, 2025
Clorox
1.77%
▼ 15.20%
33
Buy
Nov 14, 2025
Colgate-Palmolive
0.17%
▲ 14.31%
7
Buy
Nov 14, 2025
Flowers Foods
0.79%
▼ 13.75%
6
Buy
Nov 14, 2025
Constellation Brands
0.09%
▲ 0.30%
2
Buy
Nov 14, 2025
General Mills
3.1%
▼ 2.13%
52
Buy
Nov 13, 2025
Verizon
2.21%
▲ 16.43%
43
Buy
Nov 13, 2025
Lincoln National
0.31%
▲ 55.67%
43
Sell
Nov 13, 2025
Oneok
2.12%
▲ 9.88%
19
Buy
Nov 13, 2025