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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #36,619 out of 769,002 TipRanks' Investors
Success Rate
72%
1971 out of 2744
profitable transactions
Average Return
26.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.24%
6-Month Return▲ 9.80%
12-Month Return▲ 24.41%
YTD Return▲ 14.77%
Total Return▲ 132.16%

Best Trade

Opened at
Closed at-
Gain▲ 428.58%

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%
▼ 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
▼ 4.22%
▲ 2.34%
▲ 2.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.21%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.11%
Oct 2024
▲ 21.94%
▲ 3.81%
▼ 0.05%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.49%
▲ 11.46%▲ 5.06%▲ 3.05%
▼ 2.25%▲ 3.53%▼ 0.35%
▲ 25.72%▲ 1.21%▲ 6.31%
▼ 4.22%▲ 2.34%▲ 2.35%
▲ 7.82%▲ 2.10%▲ 3.21%
▲ 5.70%▼ 0.89%▼ 1.11%
▲ 21.94%▲ 3.81%▼ 0.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SpartanNash Co
0.3%
▼ 10.78%
20
Buy
Nov 19, 2024
Unum Group
0.57%
▲ 188.13%
22
Buy
Nov 19, 2024
Morgan Stanley
0.24%
▲ 24.67%
6
Buy
Nov 19, 2024
Stanley Black & Decker
0.94%
▼ 1.35%
21
Buy
Nov 13, 2024
Kraft Heinz
0.73%
▼ 9.16%
27
Buy
Nov 13, 2024
Omega Healthcare
2.67%
▲ 78.34%
58
Sell
Nov 13, 2024
Archer Daniels Midland
0.65%
▲ 7.43%
32
Buy
Nov 13, 2024
Realty Income
7.06%
▲ 10.69%
126
Buy
Nov 13, 2024
Starwood Property
0.68%
▲ 21.47%
29
Buy
Nov 13, 2024
Texas Instruments
0.26%
▲ 20.03%
16
Buy
Nov 13, 2024
Mondelez International
0.19%
▼ 5.22%
6
Buy
Nov 13, 2024
Hormel Foods
0.19%
▼ 2.47%
9
Buy
Nov 13, 2024
Fidelity 500 Index Fund
0.3%
▲ 1.44%
3
Buy
Nov 13, 2024
South Bow Corp
0.07%
▲ 22.01%
2
Sell
Nov 13, 2024
Dow Inc
0.46%
▼ 11.79%
23
Sell
Nov 03, 2024
Rithm Capital
0.25%
▲ 35.00%
13
Sell
Nov 03, 2024
Postal Realty
0.35%
▼ 1.22%
19
Sell
Nov 03, 2024
General Mills
1.67%
▲ 27.34%
30
Buy
Nov 03, 2024
Arbor Realty
1.48%
▲ 47.43%
53
Sell
Nov 03, 2024
Agree Realty
1.06%
▲ 25.84%
53
Sell
Nov 03, 2024