tiprankstipranks

Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #81,771 out of 743,457 TipRanks' Investors
Success Rate
63%
648 out of 1025
profitable transactions
Average Return
12.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.18%
6-Month Return▲ 6.51%
12-Month Return▲ 14.00%
YTD Return▲ 6.50%
Total Return▲ 57.02%

Best Trade

Opened at
Closed at-
Gain▲ 311.64%

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

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.74%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.65%
Feb 2024
▲ 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%
▲ 0.70%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.35%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.74%
▼ 1.87%▲ 1.59%▲ 0.16%
▲ 14.08%▲ 5.22%▲ 0.65%
▲ 5.05%▲ 3.27%▲ 3.71%
▼ 12.40%▼ 4.03%▼ 0.99%
▲ 11.46%▲ 5.06%▲ 2.52%
▼ 2.25%▲ 3.53%▲ 0.70%
▲ 0.26%▲ 0.21%▼ 0.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UGI
2.03%
▼ 2.08%
5
Open
Jun 23, 2024
Edison International
0.11%
▼ 0.48%
1
Open
Jun 16, 2024
Palantir Technologies
0.2%
▼ 13.34%
3
Open
Jun 14, 2024
Northern
0.62%
▲ 2.67%
1
Open
Jun 14, 2024
C3ai
0.12%
▼ 1.48%
1
Open
Jun 14, 2024
FS KKR Capital
1.99%
▲ 23.85%
12
Buy
Jun 05, 2024
Goldman Sachs Small Cap Growth Fund Class A
0.22%
0.00%
1
Open
Jun 05, 2024
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
0.91%
▲ 34.36%
15
Buy
May 09, 2024
Duke Energy
4.37%
▲ 19.40%
18
Buy
May 09, 2024
Eagle Point Credit Company
1.5%
▲ 20.75%
17
Buy
May 09, 2024
KKR Income Opportunities Fund
0.5%
▲ 25.45%
10
Buy
May 09, 2024
MPLX
1.37%
▲ 40.23%
8
Buy
May 09, 2024
Nextera Energy Partners
1.12%
▼ 53.74%
8
Buy
May 09, 2024
Verizon
1.87%
▲ 3.90%
9
Buy
May 09, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
2.1%
▲ 13.51%
24
Buy
May 09, 2024
John Hancock Tax-Advantaged Global Shareholder Yield Fund
▲ 15.05%
4
Close
May 09, 2024
Blackstone Secured Lending Fund
0.57%
▲ 9.15%
3
Buy
May 09, 2024
WhiteHorse
0.36%
▲ 3.96%
4
Buy
May 09, 2024
Eagle Point Income Co
0.77%
▼ 0.06%
1
Open
May 09, 2024
Ellington Financial
0.45%
▲ 5.19%
11
Buy
Apr 15, 2024