tiprankstipranks

Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #65,943 out of 781,107 TipRanks' Investors
Success Rate
68%
726 out of 1068
profitable transactions
Average Return
19.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.78%
6-Month Return▲ 3.94%
12-Month Return▲ 15.16%
YTD Return▲ 2.94%
Total Return▲ 70.22%

Best Trade

Opened at
Closed at-
Gain▲ 375.02%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.74%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.81%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.87%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.98%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.95%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.44%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.06%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 2.94%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.74%
▲ 8.13%▲ 1.21%▲ 3.81%
▼ 13.14%▲ 2.34%▲ 0.87%
▲ 2.93%▲ 2.10%▲ 1.98%
▲ 10.00%▼ 0.89%▼ 1.95%
▲ 26.04%▲ 5.96%▲ 4.44%
▲ 5.93%▼ 2.41%▼ 4.06%
▲ 6.90%▲ 1.96%▲ 2.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Aberdeen Global Premier Properties Fund of Benef Interest
▲ 2.50%
12
Close
Jan 21, 2025
BlackRock Utilities. Infrastructure & Power Opportunities Trust of Benef Interest
0.3%
▲ 11.99%
6
Buy
Jan 21, 2025
Oxford Lane Capital
1.69%
▲ 26.24%
27
Buy
Jan 21, 2025
Oxford Square Capital
0.09%
▼ 0.55%
10
Buy
Jan 21, 2025
Pennantpark Investment
1.24%
▲ 69.02%
12
Buy
Jan 21, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
2.41%
▲ 11.30%
28
Buy
Jan 21, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
3.26%
▲ 33.55%
9
Buy
Jan 21, 2025
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
1.26%
▲ 6.91%
4
Buy
Jan 21, 2025
MainStay CBRE Global Infrastructure Megatrends Fund
0.33%
0.00%
1
Open
Jan 21, 2025
Capital Southwest
0.47%
▲ 34.60%
12
Buy
Jan 09, 2025
New Mountain Finance
0.37%
▲ 13.71%
6
Buy
Jan 09, 2025
LyondellBasell
0.94%
▲ 7.08%
7
Buy
Jan 09, 2025
Adams Diversified Equity Fund Inc Shs
1.73%
▲ 1.92%
3
Buy
Jan 09, 2025
Ellington Residential Mortgage
0.61%
▲ 1.44%
4
Buy
Jan 09, 2025
Carlyle Credit Income Fund A of Beneficial Interest
0.58%
▼ 1.89%
3
Buy
Jan 09, 2025
Nuveen Churchill Direct Lending Corp.
0.77%
▲ 1.55%
2
Buy
Jan 09, 2025
Blackstone Mortgage
1.65%
▼ 3.23%
27
Sell
Dec 19, 2024
Pennantpark $
0.06%
▲ 24.39%
8
Buy
Dec 19, 2024
Janus Henderson B-BBB CLO ETF
0.61%
▲ 12.19%
4
Buy
Dec 19, 2024
Ready Capital
0.19%
▼ 15.62%
3
Sell
Dec 19, 2024