pjs - New Portfolio
Portfolio Gain
1-Month Returnâ–²4.49%
6-Month Returnâ–²15.87%
12-Month Returnâ–²14.11%
YTD Returnâ–²5.69%
Total Returnâ–²191.07%
Best Trade
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
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 6.64%â–² 1.48%â–² 0.11%â–² 14.75%â–² 6.83%â–¼ 2.06%â–¼ 7.84%â–² 4.36%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
BTIBritish American Tobacco | 1.08% | â–²104.13% | 19 | Buy | Oct 10, 2026 | |
MOAltria Group | 3.08% | â–²129.48% | 70 | Buy | Oct 10, 2026 | |
GAINGladstone Investment | 4.05% | â–²104.46% | 172 | Buy | Oct 10, 2026 | |
PEPPepsiCo | 2.09% | â–²5.85% | 22 | Buy | Oct 10, 2026 | |
ORealty Income | 11.48% | â–²19.26% | 162 | Buy | Oct 10, 2026 | |
KOCoca-Cola | 2.03% | â–²87.22% | 36 | Buy | Oct 10, 2026 | |
CSWCCapital Southwest | 0.01% | â–¼0.66% | 1 | Open | Oct 10, 2026 | |
MAINMain Street Capital | 10.36% | â–²116.84% | 67 | Buy | Sep 19, 2026 | |
LADRLadder Capital | 1.28% | â–²14.51% | 51 | Buy | Sep 19, 2026 | |
ARCCAres Capital | 0.16% | â–²2.46% | 4 | Buy | Sep 19, 2026 | |
ADCAgree Realty | 0.89% | â–²13.18% | 72 | Buy | Sep 18, 2026 | |
EDConsolidated Edison | 0.22% | â–²27.51% | 25 | Buy | Sep 18, 2026 | |
GLADGladstone Capital | 1.92% | â–²35.05% | 47 | Buy | Sep 18, 2026 | |
MDTMedtronic | 0% | â–²32.13% | 18 | Sell | Sep 18, 2026 | |
FXNAXFidelity U.S. Bond Index Fund | 0.54% | â–¼1.36% | 35 | Buy | Sep 18, 2026 | |
BOHBank Of Hawaii | 0.29% | â–²16.83% | 18 | Sell | Sep 18, 2026 | |
DEODiageo | 0% | â–¼10.02% | 11 | Sell | Sep 18, 2026 | |
PGRProgressive | 0% | â–²9.83% | 4 | Sell | Sep 18, 2026 | |
ACIAlbertsons Companies | 0.24% | â–¼1.25% | 4 | Buy | Sep 18, 2026 | |
TSCOTractor Supply | 0.15% | â–²9.92% | 5 | Sell | Sep 18, 2026 |