tiprankstipranks

pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #56,935 out of 775,913 TipRanks' Investors
Success Rate
67%
1853 out of 2769
profitable transactions
Average Return
23.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.42%
6-Month Return▲ 8.78%
12-Month Return▲ 12.44%
YTD Return▲ 11.83%
Total Return▲ 126.20%

Best Trade

Opened at
Closed at
Gain▲ 405.29%

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

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.05%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.35%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.31%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.21%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.17%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.99%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 6.29%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.05%
▼ 2.25%▲ 3.53%▼ 0.35%
▲ 25.71%▲ 1.21%▲ 6.31%
▼ 4.22%▲ 2.34%▲ 2.35%
▲ 7.82%▲ 2.10%▲ 3.21%
▲ 5.38%▼ 0.89%▼ 1.17%
▲ 43.22%▲ 5.96%▲ 3.99%
▼ 5.24%▼ 2.73%▼ 6.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Postal Realty
0.36%
▼ 7.43%
20
Buy
Dec 14, 2024
Agree Realty
1.02%
▲ 15.03%
54
Buy
Dec 14, 2024
SpartanNash Co
0.41%
▼ 3.43%
21
Buy
Dec 14, 2024
Archer Daniels Midland
0.83%
▲ 1.92%
34
Buy
Dec 14, 2024
Unilever
0.74%
▲ 23.22%
17
Buy
Dec 14, 2024
Realty Income
6.97%
▲ 3.06%
128
Buy
Dec 14, 2024
LyondellBasell
0.75%
▼ 2.05%
21
Buy
Dec 14, 2024
MGE Energy
1.36%
▲ 28.58%
15
Buy
Dec 14, 2024
Nextera Energy Partners
0.22%
▼ 42.28%
31
Buy
Dec 14, 2024
Franklin Resources
0.05%
▲ 16.40%
17
Buy
Dec 14, 2024
L3Harris Technologies
0.35%
▲ 7.77%
11
Buy
Dec 14, 2024
Dover
0.24%
▲ 21.04%
12
Buy
Dec 14, 2024
Fidelity U.S. Bond Index Fund
0.2%
▲ 0.12%
20
Buy
Dec 14, 2024
Hormel Foods
0.3%
▲ 1.77%
10
Buy
Dec 14, 2024
Casey's General
0.09%
▲ 5.86%
5
Buy
Dec 14, 2024
South Bow Corp
0.17%
▼ 0.50%
2
Buy
Dec 14, 2024
Crown Castle
0.13%
▼ 9.22%
2
Buy
Dec 14, 2024
General Mills
2%
▲ 25.89%
31
Buy
Nov 23, 2024
Gladstone Investment
3.79%
▲ 65.41%
149
Sell
Nov 23, 2024
PepsiCo
1.35%
▲ 12.80%
10
Buy
Nov 23, 2024