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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #57,614 out of 804,349 TipRanks' Investors
Success Rate
66%
1936 out of 2920
profitable transactions
Average Return
27.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.33%
6-Month Return▲ 8.86%
12-Month Return▲ 19.25%
YTD Return▲ 8.55%
Total Return▲ 147.38%

Best Trade

Opened at
Closed at-
Gain▲ 447.43%

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

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 3.97%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.47%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 7.01%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.79%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.36%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.04%
May 2025
▲ 4.72%
▲ 1.37%
▲ 0.49%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 3.97%
▲ 5.10%▼ 2.41%▼ 5.47%
▲ 6.03%▲ 2.69%▲ 7.01%
▼ 12.86%▼ 1.27%▲ 3.18%
▼ 1.80%▼ 5.57%▼ 0.79%
▲ 1.83%▼ 0.87%▼ 3.36%
▲ 12.21%▲ 6.28%▲ 2.04%
▲ 4.72%▲ 1.37%▲ 0.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dow Inc
0.7%
▼ 37.47%
25
Buy
Jun 18, 2025
Agree Realty
0.8%
▲ 24.23%
60
Buy
Jun 18, 2025
Gladstone Investment
4.03%
▲ 81.68%
156
Buy
Jun 18, 2025
Unilever
0.78%
▲ 34.25%
19
Buy
Jun 18, 2025
Consolidated Edison
0.07%
▲ 21.76%
21
Buy
Jun 18, 2025
Cisco Systems
1.28%
▲ 60.08%
22
Sell
Jun 18, 2025
PepsiCo
1.11%
▼ 2.85%
13
Buy
Jun 18, 2025
Realty Income
10.18%
▲ 14.95%
137
Buy
Jun 18, 2025
Clorox
0.56%
▼ 9.30%
23
Buy
Jun 18, 2025
Stag Industrial
0.43%
▲ 36.17%
68
Sell
Jun 18, 2025
L3Harris Technologies
0.53%
▲ 25.78%
14
Buy
Jun 18, 2025
Bank Of Hawaii
0.15%
▲ 11.92%
9
Buy
Jun 18, 2025
Black Hills
0.53%
▲ 5.38%
10
Buy
Jun 18, 2025
Healthpeak Properties
0.84%
▼ 5.97%
12
Buy
Jun 18, 2025
Americold Realty
0.28%
▼ 5.35%
2
Buy
Jun 18, 2025
Artesian Resources
0.37%
0.00%
1
Open
Jun 18, 2025
Prudential Financial
2.56%
▲ 29.14%
26
Buy
Jun 12, 2025
Archer Daniels Midland
0.93%
▲ 11.85%
42
Buy
Jun 11, 2025
Philip Morris
0%
▲ 129.87%
21
Sell
Jun 11, 2025
LyondellBasell
1.16%
▼ 16.55%
26
Buy
Jun 11, 2025