Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #56,855 out of 764,630 TipRanks' Investors
Success Rate
69%
714 out of 1038
profitable transactions
Average Return
16.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.50%
6-Month Return▲ 6.96%
12-Month Return▲ 19.63%
YTD Return▲ 11.70%
Total Return▲ 64.70%

Best Trade

Opened at
Closed at-
Gain▲ 288.11%

Bio

Income investing, Dividends and other income producing investments like preferred stock, ETFs, bond funds, CEFs, ETN's, Unit's, etc... unfortunately, TipRanks does not seem to let you post preferred stocks in portfolio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 3.71%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.52%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.74%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.81%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.94%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.98%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.91%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 3.71%
▼ 12.40%▼ 4.03%▼ 0.99%
▲ 11.46%▲ 5.06%▲ 2.52%
▼ 2.25%▲ 3.53%▲ 0.74%
▲ 25.72%▲ 1.21%▲ 3.81%
▼ 4.21%▲ 2.34%▲ 0.94%
▲ 7.82%▲ 2.10%▲ 1.98%
▲ 6.02%▼ 0.89%▼ 1.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
FS KKR Capital
3%
▲ 26.29%
14
Buy
Oct 07, 2024
MPLX
2.06%
▲ 39.64%
9
Buy
Oct 07, 2024
3M
▲ 37.85%
6
Close
Oct 07, 2024
Barings Participation Investors of Benef Interest
0.3%
▲ 26.33%
2
Buy
Oct 07, 2024
WhiteHorse
0.45%
▲ 2.34%
5
Buy
Oct 07, 2024
PIMCO Access Income Fund
0.48%
▲ 11.10%
2
Buy
Oct 07, 2024
Golub Capital Bdc
0.67%
▼ 2.06%
2
Buy
Oct 07, 2024
Aberdeen Global Premier Properties Fund of Benef Interest
0.36%
▲ 4.01%
11
Buy
Sep 17, 2024
Blackstone Mortgage
2.16%
▼ 6.72%
26
Sell
Sep 17, 2024
KKR Income Opportunities Fund
2.47%
▲ 29.19%
11
Buy
Sep 17, 2024
Kkr Real Estate Finance
0.69%
▼ 6.51%
8
Buy
Sep 17, 2024
Omega Healthcare
1.6%
▲ 56.96%
15
Buy
Sep 17, 2024
B Riley Financial
▼ 83.80%
8
Close
Sep 17, 2024
ARMOUR Residential REIT
▼ 12.45%
8
Close
Sep 17, 2024
Apollo Senior Floating Rate Fund Inc
▲ 28.42%
3
Close
Sep 17, 2024
Oaktree Specialty Lending
0.83%
▼ 8.27%
5
Buy
Sep 17, 2024
Solventum Corporation
▼ 5.88%
2
Close
Aug 01, 2024
Talen Energy Corp
0.51%
▲ 37.39%
1
Open
Jul 23, 2024
UGI
2.11%
▲ 0.31%
5
Open
Jun 23, 2024
Edison International
0.12%
▲ 15.71%
1
Open
Jun 16, 2024