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pjs - New Portfolio
phil
pjsIndividual Investor
Ranked #22,152 out of 759,782 TipRanks' Investors
Success Rate
2053 out of 2690
profitable transactions
profitable transactions
Average Return
25.83%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.27%
6-Month Return▲ 11.01%
12-Month Return▲ 28.96%
YTD Return▲ 14.15%
Total Return▲ 130.91%
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
25.72%0-25.72%
▲ 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
▲ 25.72%
▲ 1.21%
▲ 6.31%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.38%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 3.21%
Sep 2024
▲ 0.81%
▼ 1.04%
▼ 1.73%
Oct 2024
▲ 5.05%▲ 3.27%▲ 5.60%
▼ 12.40%▼ 4.03%▼ 3.49%
▲ 11.46%▲ 5.06%▲ 3.05%
▼ 2.25%▲ 3.53%▼ 0.35%
▲ 25.72%▲ 1.21%▲ 6.31%
▼ 4.21%▲ 2.34%▲ 2.38%
▲ 7.81%▲ 2.10%▲ 3.21%
▲ 0.81%▼ 1.04%▼ 1.73%
Recent Activity
SpartanNash Co
0.46%
▲ 0.98%
17
Buy
Oct 07, 2024
Archer Daniels Midland
0.38%
▲ 20.31%
29
Buy
Oct 07, 2024
Gladstone Investment
4.53%
▲ 62.05%
148
Buy
Oct 07, 2024
Merck & Company
0.18%
▲ 19.57%
5
Sell
Oct 07, 2024
United Parcel
0.48%
▲ 5.27%
22
Buy
Oct 07, 2024
Franklin Resources
0.14%
▲ 18.92%
15
Buy
Oct 07, 2024
UGI
0.52%
▲ 0.57%
25
Buy
Oct 07, 2024
Fidelity U.S. Bond Index Fund
0.11%
▲ 2.95%
18
Buy
Oct 07, 2024
Hormel Foods
0.12%
▼ 0.36%
8
Buy
Oct 07, 2024
Casey's General
0.03%
▲ 0.23%
4
Buy
Oct 07, 2024
Fidelity 500 Index Fund
0.04%
0.00%
1
Open
Oct 07, 2024
South Bow Corp
0.07%
0.00%
1
Open
Oct 07, 2024
Realty Income
5.47%
▲ 19.79%
124
Buy
Sep 24, 2024
AT&T
1.17%
▲ 29.88%
68
Buy
Sep 24, 2024
L3Harris Technologies
0.27%
▲ 22.75%
10
Buy
Sep 24, 2024
Citizens & Northern
0.68%
▼ 8.01%
23
Buy
Sep 17, 2024
Agree Realty
1.15%
▲ 20.37%
51
Buy
Sep 16, 2024
MGE Energy
1.18%
▲ 24.71%
13
Buy
Sep 16, 2024
Bank Of Montreal
0.53%
▲ 7.04%
16
Buy
Sep 16, 2024
Dover
0.17%
▲ 21.99%
11
Buy
Sep 16, 2024