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pjs
- New Portfolio
Performance
Portfolio Details
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
Asset
Arbor Realty (ABR)
Opened at
Mar 18, 2020
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
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
MO
Altria Group
4.48%
▲ 46.50%
57
Buy
Oct 23, 2024
KO
Coca-Cola
2.38%
▲ 33.08%
25
Buy
Oct 23, 2024
HASI
HASI
0.69%
▲ 87.40%
30
Buy
Oct 23, 2024
CDP
COPT Defense Properties
0.18%
▲ 26.42%
5
Buy
Oct 23, 2024
ADC
Agree Realty
1.15%
▲ 20.80%
52
Buy
Oct 16, 2024
ADM
Archer Daniels Midland
0.37%
▲ 10.27%
30
Buy
Oct 16, 2024
O
Realty Income
5.23%
▲ 14.68%
125
Buy
Oct 16, 2024
LYB
LyondellBasell
1.23%
▲ 13.47%
19
Buy
Oct 16, 2024
CZNC
Citizens & Northern
0.7%
▼ 7.01%
24
Buy
Oct 16, 2024
NEP
Nextera Energy Partners
0.26%
▼ 41.18%
29
Buy
Oct 16, 2024
CAH
Cardinal Health
1.54%
▲ 114.44%
30
Buy
Oct 16, 2024
MDT
Medtronic
0.22%
▲ 18.45%
13
Buy
Oct 16, 2024
UPS
United Parcel
0.52%
▲ 6.45%
23
Buy
Oct 16, 2024
CUBE
Cubesmart
0.08%
▲ 16.97%
12
Buy
Oct 16, 2024
POR
Portland GE
0.17%
▲ 6.95%
12
Buy
Oct 16, 2024
FITB
Fifth Third Bancorp
0.2%
▲ 58.29%
9
Buy
Oct 16, 2024
ARE
Alexandria Equities
0.25%
▼ 4.79%
11
Buy
Oct 16, 2024
CINF
Cincinnati Financial
0.23%
▲ 29.56%
7
Buy
Oct 16, 2024
AVB
AvalonBay
0.16%
▲ 18.81%
9
Buy
Oct 16, 2024
MSDL
Morgan Stanley Direct Lending Fund
0.42%
▼ 2.91%
5
Buy
Oct 16, 2024
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