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pjs - New Portfolio

PerformancePortfolio Details

phil

pjs
Individual Investor
Ranked #51,672 out of 781,107 TipRanks' Investors
Success Rate
68%
1902 out of 2789
profitable transactions
Average Return
25.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.93%
6-Month Return▲ 10.49%
12-Month Return▲ 21.09%
YTD Return▲ 6.62%
Total Return▲ 142.49%

Best Trade

AssetUnum Group (UNM)
Opened at
Closed at-
Gain▲ 417.67%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.35%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.31%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.21%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.23%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.95%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.69%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 6.62%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.35%
▲ 8.13%▲ 1.21%▲ 6.31%
▼ 13.14%▲ 2.34%▲ 2.35%
▲ 2.93%▲ 2.10%▲ 3.21%
▲ 10.00%▼ 0.89%▼ 1.23%
▲ 26.04%▲ 5.96%▲ 3.95%
▲ 5.93%▼ 2.41%▼ 5.69%
▲ 6.90%▲ 1.96%▲ 6.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SWK
Stanley Black & Decker
0.83%
▼ 2.67%
22
Sell
Jan 19, 2025
ABR
Arbor Realty
1.47%
▲ 39.25%
54
Buy
Jan 19, 2025
ADC
Agree Realty
0.79%
▲ 19.18%
55
Sell
Jan 19, 2025
MO
Altria Group
3.3%
▲ 43.78%
59
Buy
Jan 19, 2025
VZ
Verizon
0.7%
▲ 7.97%
35
Sell
Jan 19, 2025
SPTN
SpartanNash Co
0.2%
▼ 10.35%
22
Sell
Jan 19, 2025
ADM
Archer Daniels Midland
0.75%
▲ 3.48%
37
Sell
Jan 19, 2025
GAIN
Gladstone Investment
3.57%
▲ 62.83%
150
Sell
Jan 19, 2025
CVX
Chevron
0.71%
▲ 31.17%
23
Sell
Jan 19, 2025
SO
Southern Co
2.05%
▲ 68.69%
37
Sell
Jan 19, 2025
PEP
PepsiCo
1.32%
▲ 9.82%
11
Buy
Jan 19, 2025
O
Realty Income
7.64%
▲ 7.12%
130
Buy
Jan 19, 2025
LYB
LyondellBasell
0.67%
▲ 3.18%
23
Sell
Jan 19, 2025
TROW
T Rowe Price
0.48%
▲ 7.81%
25
Sell
Jan 19, 2025
STWD
Starwood Property
1%
▲ 21.21%
31
Buy
Jan 19, 2025
KO
Coca-Cola
2.16%
▲ 27.30%
28
Sell
Jan 19, 2025
PFE
Pfizer
2.1%
▼ 7.31%
44
Sell
Jan 19, 2025
CAH
Cardinal Health
0.88%
▲ 134.16%
32
Buy
Jan 19, 2025
BMY
Bristol-Myers Squibb
1.15%
▲ 13.94%
50
Sell
Jan 19, 2025
CLX
Clorox
0.76%
▲ 16.54%
22
Sell
Jan 19, 2025