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pjs - New Portfolio
phil
pjsIndividual Investor
Ranked #91,876 out of 822,855 TipRanks' Investors
Success Rate
2066 out of 3133
profitable transactions
profitable transactions
Average Return
27.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.92%
6-Month Return▲ 9.54%
12-Month Return▲ 8.91%
YTD Return▲ 11.25%
Total Return▲ 153.55%
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
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.79%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.38%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.09%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.81%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.43%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.79%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.74%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 3.30%
Oct 2025
▼ 6.38%▼ 5.57%▼ 0.79%
▲ 0.80%▼ 0.87%▼ 3.38%
▲ 11.63%▲ 6.28%▲ 2.09%
▲ 9.25%▲ 5.14%▲ 2.81%
▲ 7.60%▲ 2.30%▼ 0.43%
▲ 2.76%▲ 2.05%▲ 4.79%
▲ 12.88%▲ 3.56%▼ 0.74%
▲ 0.54%▼ 1.98%▼ 3.30%
Recent Activity
Kimberly Clark
1.54%
▲ 17.60%
4
Buy
Oct 09, 2025
Kraft Heinz
0.98%
▼ 19.11%
33
Buy
Oct 09, 2025
Citigroup
0%
▲ 110.88%
36
Sell
Oct 09, 2025
Johnson & Johnson
3.57%
▲ 41.70%
26
Sell
Oct 09, 2025
Community Healthcare
0.37%
▼ 41.58%
26
Buy
Oct 09, 2025
T Rowe Price
1.04%
▲ 1.02%
30
Buy
Oct 09, 2025
Mondelez International
0%
▼ 5.17%
8
Sell
Oct 09, 2025
Hormel Foods
0.45%
▼ 16.96%
19
Buy
Oct 09, 2025
Kenvue, Inc.
0.4%
▼ 13.58%
9
Buy
Oct 09, 2025
Healthpeak Properties
1.64%
▲ 2.51%
17
Sell
Oct 09, 2025
Flowers Foods
0.32%
▼ 4.43%
3
Buy
Oct 09, 2025
Amcor
0.16%
▼ 1.29%
3
Buy
Oct 09, 2025
Dow Inc
0.52%
▼ 51.13%
26
Buy
Oct 04, 2025
General Mills
2.93%
▼ 0.48%
49
Sell
Oct 04, 2025
Agree Realty
0.79%
▲ 19.19%
63
Buy
Oct 04, 2025
Gladstone Investment
3.78%
▲ 72.36%
160
Buy
Oct 04, 2025
Chevron
0.95%
▲ 21.72%
26
Buy
Oct 04, 2025
Ladder Capital
1.24%
▲ 24.39%
41
Buy
Oct 04, 2025
Merck & Company
0.94%
▼ 1.01%
8
Buy
Oct 04, 2025
Consolidated Edison
0.13%
▲ 19.74%
23
Buy
Oct 04, 2025