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pjs - New Portfolio
phil
pjsIndividual Investor
Ranked #33,664 out of 747,498 TipRanks' Investors
Success Rate
1840 out of 2597
profitable transactions
profitable transactions
Average Return
21.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.06%
6-Month Return▲ 9.11%
12-Month Return▲ 10.41%
YTD Return▲ 8.02%
Total Return▲ 118.50%
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
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.74%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.54%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.34%
Feb 2024
▲ 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%
▼ 0.32%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.45%
Jul 2024
▲ 5.14%▲ 4.57%▲ 6.74%
▼ 1.87%▲ 1.59%▼ 1.54%
▲ 14.08%▲ 5.22%▲ 0.34%
▲ 5.05%▲ 3.27%▲ 5.60%
▼ 12.40%▼ 4.03%▼ 3.49%
▲ 11.46%▲ 5.06%▲ 3.05%
▼ 2.25%▲ 3.53%▼ 0.32%
▲ 25.65%▲ 0.88%▲ 4.45%
Recent Activity
Realty Income
5.13%
▲ 10.94%
120
Buy
Jul 12, 2024
MGE Energy
1.18%
▲ 19.83%
12
Buy
Jul 12, 2024
Bristol-Myers Squibb
1.16%
▼ 15.52%
44
Buy
Jul 12, 2024
Bank Of Nova Scotia
0.23%
▲ 0.56%
4
Buy
Jul 12, 2024
Morgan Stanley
0.05%
▼ 0.02%
2
Buy
Jul 12, 2024
Fidelity U.S. Bond Index Fund
0.12%
▲ 1.53%
15
Buy
Jul 03, 2024
Healthpeak Properties
0.44%
▲ 11.07%
5
Buy
Jul 03, 2024
Rithm Capital
0.42%
▲ 44.18%
12
Sell
Jun 28, 2024
General Mills
1.27%
▲ 31.01%
28
Sell
Jun 28, 2024
Main Street Capital
6.57%
▲ 93.79%
51
Sell
Jun 28, 2024
Omega Healthcare
2.5%
▲ 55.21%
56
Sell
Jun 28, 2024
Sachem Capital
0.22%
▼ 23.00%
31
Sell
Jun 28, 2024
Gladstone Investment
4.77%
▲ 59.42%
145
Buy
Jun 28, 2024
Emerson Electric Company
0.24%
▲ 69.95%
8
Sell
Jun 28, 2024
BrightSpire Capital
0.18%
▼ 0.15%
15
Sell
Jun 28, 2024
Consolidated Edison
0.21%
▲ 19.71%
18
Buy
Jun 28, 2024
LyondellBasell
1.43%
▲ 26.68%
18
Sell
Jun 28, 2024
AT&T
1.06%
▲ 14.45%
67
Sell
Jun 28, 2024
Manulife Financial
0.31%
▲ 46.70%
14
Buy
Jun 27, 2024
VICI Properties
0.65%
▲ 10.08%
21
Buy
Jun 27, 2024