tiprankstipranks

pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #33,397 out of 769,291 TipRanks' Investors
Success Rate
73%
2003 out of 2744
profitable transactions
Average Return
27.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.25%
6-Month Return▲ 13.30%
12-Month Return▲ 25.16%
YTD Return▲ 15.86%
Total Return▲ 134.36%

Best Trade

Opened at
Closed at-
Gain▲ 424.60%

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

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 3.49%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.05%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.35%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.31%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.21%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.11%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 0.90%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.49%
▲ 11.46%▲ 5.06%▲ 3.05%
▼ 2.25%▲ 3.53%▼ 0.35%
▲ 25.72%▲ 1.21%▲ 6.31%
▼ 4.22%▲ 2.34%▲ 2.35%
▲ 7.82%▲ 2.10%▲ 3.21%
▲ 5.70%▼ 0.89%▼ 1.11%
▲ 37.60%▲ 4.40%▲ 0.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SpartanNash Co
0.3%
▼ 8.76%
20
Buy
Nov 19, 2024
Unum Group
0.57%
▲ 199.28%
22
Buy
Nov 19, 2024
Morgan Stanley
0.24%
▲ 27.80%
6
Buy
Nov 19, 2024
Stanley Black & Decker
0.95%
▲ 1.25%
21
Buy
Nov 13, 2024
Kraft Heinz
0.74%
▼ 8.54%
27
Buy
Nov 13, 2024
Omega Healthcare
2.66%
▲ 79.50%
58
Sell
Nov 13, 2024
Archer Daniels Midland
0.64%
▲ 7.78%
32
Buy
Nov 13, 2024
Realty Income
7.08%
▲ 11.69%
126
Buy
Nov 13, 2024
Starwood Property
0.68%
▲ 22.27%
29
Buy
Nov 13, 2024
Texas Instruments
0.26%
▲ 20.03%
16
Buy
Nov 13, 2024
Mondelez International
0.19%
▼ 4.68%
6
Buy
Nov 13, 2024
Hormel Foods
0.19%
▼ 1.57%
9
Buy
Nov 13, 2024
Fidelity 500 Index Fund
0.3%
▲ 2.00%
3
Buy
Nov 13, 2024
South Bow Corp
0.07%
▲ 22.37%
2
Sell
Nov 13, 2024
Dow Inc
0.46%
▼ 10.02%
23
Sell
Nov 03, 2024
Rithm Capital
0.26%
▲ 36.90%
13
Sell
Nov 03, 2024
Postal Realty
0.35%
▼ 1.37%
19
Sell
Nov 03, 2024
General Mills
1.7%
▲ 27.98%
30
Buy
Nov 03, 2024
Arbor Realty
1.48%
▲ 46.32%
53
Sell
Nov 03, 2024
Agree Realty
1.04%
▲ 26.02%
53
Sell
Nov 03, 2024