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pjs - New Portfolio

phil

pjs
Individual Investor
Ranked #41,209 out of 735,043 TipRanks' Investors
Success Rate
68%
1712 out of 2516
profitable transactions
Average Return
18.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.99%
6-Month Return▲ 13.60%
12-Month Return▲ 16.83%
YTD Return▲ 4.97%
Total Return▲ 112.33%

Best Trade

Opened at
Closed at
Gain▲ 405.28%

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
▲ 11.08%
▲ 5.47%
▲ 4.26%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 11.08%▲ 5.47%▲ 4.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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3M
▲ 14.50%
32
Close
May 18, 2024
Agree Realty
0.88%
▼ 2.17%
48
Buy
May 18, 2024
Unum Group
0.55%
▲ 115.10%
20
Sell
May 18, 2024
WEC Energy Group
0.65%
▲ 9.47%
16
Buy
May 18, 2024
Realty Income
5.02%
▲ 5.35%
113
Buy
May 18, 2024
Pfizer
2.46%
▼ 2.10%
39
Buy
May 18, 2024
Stag Industrial
1.05%
▲ 33.83%
60
Buy
May 18, 2024
Caterpillar
0.32%
▲ 38.56%
7
Buy
May 18, 2024
Healthpeak Properties
0.34%
▲ 20.64%
2
Buy
May 18, 2024
COPT Defense Properties
0.1%
▼ 0.28%
2
Buy
May 18, 2024
AbbVie
1.48%
▲ 96.17%
27
Buy
May 16, 2024
Omega Healthcare
2.35%
▲ 32.39%
55
Buy
May 16, 2024
Nextera Energy Partners
0.43%
▼ 5.15%
25
Buy
May 16, 2024
Bristol-Myers Squibb
1.23%
▼ 15.13%
41
Buy
May 16, 2024
Alliant Energy
0.21%
▲ 8.71%
15
Buy
May 16, 2024
UGI
0.54%
▲ 1.28%
24
Buy
May 16, 2024
TC Energy
0.6%
▲ 6.46%
9
Buy
May 16, 2024
Hormel Foods
0.13%
▲ 14.66%
6
Buy
May 16, 2024
Clorox
0.56%
▼ 1.83%
20
Sell
May 14, 2024
LTC Properties
0.09%
▲ 7.11%
29
Buy
May 09, 2024