pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #27,481 out of 764,630 TipRanks' Investors
Success Rate
74%
2007 out of 2723
profitable transactions
Average Return
25.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.22%
6-Month Return▲ 12.65%
12-Month Return▲ 26.29%
YTD Return▲ 13.90%
Total Return▲ 130.39%

Best Trade

Opened at
Closed at-
Gain▲ 421.62%

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
▲ 7.82%
▲ 2.10%
▲ 3.21%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.34%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 7.82%▲ 2.10%▲ 3.21%
▲ 6.02%▼ 0.89%▼ 1.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Altria Group
4.48%
▲ 46.50%
57
Buy
Oct 23, 2024
Coca-Cola
2.38%
▲ 33.08%
25
Buy
Oct 23, 2024
HASI
0.69%
▲ 87.40%
30
Buy
Oct 23, 2024
COPT Defense Properties
0.18%
▲ 26.42%
5
Buy
Oct 23, 2024
Agree Realty
1.15%
▲ 20.80%
52
Buy
Oct 16, 2024
Archer Daniels Midland
0.37%
▲ 10.27%
30
Buy
Oct 16, 2024
Realty Income
5.23%
▲ 14.68%
125
Buy
Oct 16, 2024
LyondellBasell
1.23%
▲ 13.47%
19
Buy
Oct 16, 2024
Citizens & Northern
0.7%
▼ 7.01%
24
Buy
Oct 16, 2024
Nextera Energy Partners
0.26%
▼ 41.18%
29
Buy
Oct 16, 2024
Cardinal Health
1.54%
▲ 114.44%
30
Buy
Oct 16, 2024
Medtronic
0.22%
▲ 18.45%
13
Buy
Oct 16, 2024
United Parcel
0.52%
▲ 6.45%
23
Buy
Oct 16, 2024
Cubesmart
0.08%
▲ 16.97%
12
Buy
Oct 16, 2024
Portland GE
0.17%
▲ 6.95%
12
Buy
Oct 16, 2024
Fifth Third Bancorp
0.2%
▲ 58.29%
9
Buy
Oct 16, 2024
Alexandria Equities
0.25%
▼ 4.79%
11
Buy
Oct 16, 2024
Cincinnati Financial
0.23%
▲ 29.56%
7
Buy
Oct 16, 2024
AvalonBay
0.16%
▲ 18.81%
9
Buy
Oct 16, 2024
Morgan Stanley Direct Lending Fund
0.42%
▼ 2.91%
5
Buy
Oct 16, 2024