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pjs - New Portfolio
phil
pjsIndividual Investor
Ranked #68,958 out of 737,516 TipRanks' Investors
Success Rate
1562 out of 2524
profitable transactions
profitable transactions
Average Return
16.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.28%
6-Month Return▲ 8.84%
12-Month Return▲ 15.12%
YTD Return▲ 1.97%
Total Return▲ 106.27%
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
14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.44%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.66%
Nov 2023
▲ 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
▲ 9.66%
▲ 4.80%
▲ 1.28%
May 2024
▼ 6.45%▼ 2.17%▼ 3.44%
▲ 9.22%▲ 9.13%▲ 7.66%
▲ 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%
▲ 9.66%▲ 4.80%▲ 1.28%
Recent Activity
Altria Group
3.95%
▲ 19.17%
56
Sell
May 30, 2024
Citigroup
1.51%
▲ 33.61%
32
Sell
May 30, 2024
Gladstone Investment
4.68%
▲ 58.82%
143
Sell
May 30, 2024
Realty Income
4.42%
▼ 1.16%
114
Sell
May 30, 2024
Community Healthcare
0.42%
▼ 26.80%
19
Buy
May 30, 2024
T Rowe Price
0.83%
▲ 6.68%
21
Buy
May 30, 2024
Prudential Financial
2.13%
▲ 45.73%
22
Sell
May 30, 2024
United Parcel
0.21%
▲ 10.85%
15
Buy
May 30, 2024
Bank Of Montreal
0.39%
▲ 1.67%
10
Buy
May 30, 2024
Texas Instruments
0.2%
▲ 20.05%
15
Buy
May 30, 2024
Morgan Stanley Direct Lending Fund
0.21%
▼ 0.90%
2
Buy
May 30, 2024
3M
―
▲ 14.44%
32
Close
May 18, 2024
Agree Realty
0.93%
▼ 2.56%
48
Buy
May 18, 2024
Unum Group
0.58%
▲ 114.78%
20
Sell
May 18, 2024
WEC Energy Group
0.64%
▲ 0.98%
16
Buy
May 18, 2024
Pfizer
2.57%
▼ 3.53%
39
Buy
May 18, 2024
Stag Industrial
1.06%
▲ 26.84%
60
Buy
May 18, 2024
Caterpillar
0.32%
▲ 27.90%
7
Buy
May 18, 2024
Healthpeak Properties
0.35%
▲ 7.90%
2
Buy
May 18, 2024
COPT Defense Properties
0.1%
▼ 1.86%
2
Buy
May 18, 2024