tiprankstipranks

Income Focus - New Portfolio

Heath Driskill

Income Focus
Individual Investor
Ranked #88,988 out of 788,370 TipRanks' Investors
Success Rate
86%
18 out of 21
profitable transactions
Average Return
36.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.10%
6-Month Return▲ 20.00%
12-Month Return▲ 37.42%
YTD Return▲ 5.65%
Total Return▲ 114.38%

Best Trade

Opened at
Closed at-
Gain▲ 140.05%

Bio

Div income.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.18%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.32%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.22%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.29%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 14.81%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 6.88%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.56%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 4.03%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.18%
▼ 13.14%▲ 2.34%▲ 4.32%
▲ 2.93%▲ 2.10%▲ 2.22%
▲ 9.99%▼ 0.89%▲ 2.29%
▲ 26.03%▲ 5.96%▲ 14.81%
▲ 5.94%▼ 2.41%▼ 6.88%
▲ 5.25%▲ 2.69%▲ 1.56%
▼ 10.49%▼ 0.31%▲ 4.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidus Investment
18.94%
▲ 40.38%
4
Buy
Feb 11, 2025
Oneok
26.3%
▲ 48.68%
5
Buy
Feb 11, 2025
AT&T
13.97%
▲ 31.95%
4
Buy
Feb 11, 2025
Enterprise Products Partners
17.31%
▲ 34.57%
4
Buy
Feb 11, 2025
Blue Owl Capital
12.9%
▲ 2.25%
1
Open
Feb 11, 2025
T. Rowe Price Emerging Europe Fund
10.14%
▲ 0.71%
1
Open
Feb 11, 2025
Warner Bros
0.44%
▼ 5.44%
1
Open
Jan 08, 2024
Magellan Midstream
▲ 91.46%
2
Close
Sep 25, 2023