pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #20,835 out of 757,311 TipRanks' Investors
Success Rate
76%
2041 out of 2685
profitable transactions
Average Return
25.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.32%
6-Month Return▲ 12.98%
12-Month Return▲ 21.41%
YTD Return▲ 14.06%
Total Return▲ 130.71%

Best Trade

Opened at
Closed at-
Gain▲ 428.30%

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

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.34%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.49%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.05%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.35%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.31%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.38%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 1.35%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 0.34%
▲ 5.05%▲ 3.27%▲ 5.60%
▼ 12.40%▼ 4.03%▼ 3.49%
▲ 11.46%▲ 5.06%▲ 3.05%
▼ 2.25%▲ 3.53%▼ 0.35%
▲ 25.76%▲ 1.21%▲ 6.31%
▼ 4.21%▲ 2.34%▲ 2.38%
▲ 1.03%▼ 0.11%▲ 1.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Archer Daniels Midland
0.39%
▲ 23.72%
28
Buy
Sep 17, 2024
Citizens & Northern
0.72%
▼ 2.59%
23
Buy
Sep 17, 2024
United Parcel
0.46%
▲ 4.91%
21
Buy
Sep 17, 2024
Agree Realty
1.14%
▲ 23.68%
51
Buy
Sep 16, 2024
MGE Energy
1.19%
▲ 26.58%
13
Buy
Sep 16, 2024
Bank Of Montreal
0.52%
▲ 2.30%
16
Buy
Sep 16, 2024
Dover
0.17%
▲ 20.95%
11
Buy
Sep 16, 2024
Morgan Stanley
0.13%
▲ 0.07%
4
Buy
Sep 16, 2024
Diageo
0.15%
▲ 2.70%
3
Buy
Sep 16, 2024
Chevron
1.01%
▲ 15.76%
21
Buy
Sep 12, 2024
Community Healthcare
0.34%
▼ 37.84%
22
Buy
Sep 12, 2024
Emerson Electric Company
0.21%
▲ 43.23%
9
Buy
Sep 11, 2024
Nextera Energy Partners
0.34%
▼ 21.72%
28
Buy
Sep 11, 2024
Bank Of Nova Scotia
0.4%
▲ 10.37%
7
Buy
Sep 11, 2024
Dow Inc
0.52%
▲ 3.70%
22
Buy
Sep 04, 2024
Postal Realty
0.31%
▲ 3.30%
18
Buy
Sep 04, 2024
Gladstone Investment
4.57%
▲ 54.23%
147
Buy
Sep 04, 2024
T Rowe Price
0.81%
▲ 1.92%
23
Buy
Sep 04, 2024
Starwood Property
1.18%
▲ 25.10%
27
Buy
Sep 04, 2024
Bristol-Myers Squibb
1.34%
▼ 1.18%
47
Buy
Sep 04, 2024