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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #60,325 out of 858,896 TipRanks' Investors
Success Rate
69%
2360 out of 3410
profitable transactions
Average Return
36.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.15%
6-Month Return▲ 1.82%
12-Month Return▲ 11.53%
YTD Return▼ 6.26%
Total Return▲ 158.15%

Best Trade

Opened at
Closed at-
Gain▲ 715.07%

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%
▲ 12.88%
▲ 3.56%
▼ 0.75%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.69%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.08%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.72%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.98%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.39%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.70%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.97%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.75%
▲ 10.96%▲ 2.38%▼ 2.69%
▼ 3.68%▲ 0.19%▲ 3.08%
▼ 0.10%▲ 0.08%▲ 4.72%
▲ 4.06%▲ 1.47%▼ 2.98%
▼ 1.12%▼ 0.86%▼ 0.39%
▲ 0.60%▼ 4.94%▼ 6.70%
▲ 4.89%▲ 4.48%▲ 3.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ripple
0.05%
▼ 20.34%
6
Buy
Mar 10, 2026
Postal Realty
0.51%
▲ 53.52%
21
Buy
Mar 09, 2026
General Mills
2.83%
▼ 24.61%
63
Buy
Mar 09, 2026
Kraft Heinz
1.29%
▼ 20.85%
38
Buy
Mar 09, 2026
Omega Healthcare
2.85%
▲ 111.84%
65
Sell
Mar 09, 2026
Gladstone Investment
4.07%
▲ 94.76%
166
Buy
Mar 09, 2026
Southern Co
0.16%
▲ 97.16%
41
Buy
Mar 09, 2026
JM Smucker
0.08%
▼ 20.96%
16
Buy
Mar 09, 2026
Starwood Property
1.53%
▲ 17.81%
41
Sell
Mar 09, 2026
Pfizer
2.46%
▲ 4.69%
52
Buy
Mar 09, 2026
LTC Properties
0.87%
▲ 14.59%
48
Buy
Mar 09, 2026
Gladstone Land
0.42%
▲ 28.51%
59
Buy
Mar 09, 2026
Essex Property
0.4%
▲ 6.21%
12
Buy
Mar 09, 2026
Fidelity U.S. Bond Index Fund
0.23%
▲ 1.71%
30
Buy
Mar 09, 2026
Healthpeak Properties
1.68%
▼ 0.82%
24
Buy
Mar 09, 2026
Flowers Foods
0.6%
▼ 27.32%
8
Buy
Mar 09, 2026
Tether
0.01%
0.00%
1
Open
Feb 26, 2026
Arbor Realty
0.79%
▼ 10.97%
58
Buy
Feb 25, 2026
Campbell Soup
0.92%
▼ 36.52%
30
Buy
Feb 25, 2026
Main Street Capital
9.07%
▲ 126.23%
54
Buy
Feb 25, 2026