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pjs - New Portfolio
phil
pjsIndividual Investor
Ranked #37,635 out of 793,101 TipRanks' Investors
Success Rate
1968 out of 2849
profitable transactions
profitable transactions
Average Return
27.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.48%
6-Month Return▲ 7.04%
12-Month Return▲ 20.38%
YTD Return▲ 8.82%
Total Return▲ 148.02%
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
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.21%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.24%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.98%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.51%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 6.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.21%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 1.26%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.35%
▲ 2.93%▲ 2.10%▲ 3.21%
▲ 10.00%▼ 0.89%▼ 1.24%
▲ 26.01%▲ 5.96%▲ 3.98%
▲ 5.39%▼ 2.41%▼ 5.51%
▲ 5.83%▲ 2.69%▲ 6.79%
▼ 12.86%▼ 1.27%▲ 3.21%
▲ 2.82%▼ 4.80%▼ 1.26%
Recent Activity
Rithm Capital
0.33%
▲ 48.66%
14
Buy
Mar 07, 2025
General Mills
1.89%
▲ 14.48%
35
Buy
Mar 07, 2025
British American Tobacco
1.48%
▲ 34.63%
15
Buy
Mar 07, 2025
Consolidated Edison
0.07%
▲ 23.81%
20
Buy
Mar 07, 2025
Realty Income
7.95%
▲ 11.14%
132
Buy
Mar 07, 2025
Starwood Property
1.08%
▲ 21.73%
33
Buy
Mar 07, 2025
Bank Of Nova Scotia
0.56%
▲ 4.10%
8
Buy
Mar 07, 2025
Morgan Stanley Direct Lending Fund
0.49%
▲ 1.79%
8
Buy
Mar 07, 2025
Kraft Heinz
0.8%
▼ 11.61%
29
Buy
Mar 03, 2025
Altria Group
3.7%
▲ 57.08%
61
Buy
Mar 03, 2025
Gladstone Investment
3.5%
▲ 67.63%
152
Buy
Mar 03, 2025
LTC Properties
0.15%
▲ 7.90%
33
Buy
Mar 03, 2025
Gladstone Land
0.05%
▲ 30.83%
48
Buy
Mar 03, 2025
Caterpillar
0.43%
▲ 20.19%
9
Buy
Mar 03, 2025
Bank Of Montreal
0.81%
▲ 16.13%
17
Buy
Mar 03, 2025
Fidelity U.S. Bond Index Fund
0.2%
▲ 1.18%
21
Buy
Mar 03, 2025
Bank Of Hawaii
0.09%
▲ 21.89%
7
Buy
Mar 03, 2025
Hormel Foods
0.15%
▼ 4.66%
12
Buy
Mar 03, 2025
Black Hills
0.08%
▲ 13.39%
7
Buy
Mar 03, 2025
Kenvue, Inc.
0.43%
▲ 19.50%
6
Buy
Mar 03, 2025