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:

Allocation

Top Stocks
7.53% OBDC
6.51% SUN
4.94% DUK
4.19% ARCC
3.96% UTF
72.87% Others
By Assets
69.51% Stocks
23.91% Funds
6.57% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
32.71% Financial
30.48% General
14.28% Energy
9.44% Real Estate
8.94% Utilities
4.13% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
j7pm9byxpkq
j7pm9byxpkq
j7pm9byxpkq
premium
j7pm9byxpkq
premium
j7pm9byxpkq
j7pm9byxpkq
j7pm9byxpkq
su5kapcmgk
su5kapcmgk
su5kapcmgk
premium
su5kapcmgk
premium
su5kapcmgk
su5kapcmgk
su5kapcmgk
p1qrbmxw
p1qrbmxw
p1qrbmxw
premium
p1qrbmxw
premium
p1qrbmxw
p1qrbmxw
p1qrbmxw
ybnjqvdcaji
ybnjqvdcaji
ybnjqvdcaji
premium
ybnjqvdcaji
premium
ybnjqvdcaji
ybnjqvdcaji
ybnjqvdcaji
tcxspmuyxb
tcxspmuyxb
tcxspmuyxb
premium
tcxspmuyxb
premium
tcxspmuyxb
tcxspmuyxb
tcxspmuyxb
schkgayozx
schkgayozx
schkgayozx
premium
schkgayozx
premium
schkgayozx
schkgayozx
schkgayozx
812dnv2vkdh
812dnv2vkdh
812dnv2vkdh
premium
812dnv2vkdh
premium
812dnv2vkdh
812dnv2vkdh
812dnv2vkdh
yzvuvkekwd
yzvuvkekwd
yzvuvkekwd
premium
yzvuvkekwd
premium
yzvuvkekwd
yzvuvkekwd
yzvuvkekwd
f7ns6m6lusf
f7ns6m6lusf
f7ns6m6lusf
premium
f7ns6m6lusf
premium
f7ns6m6lusf
f7ns6m6lusf
f7ns6m6lusf
wey7xujryrf
wey7xujryrf
wey7xujryrf
premium
wey7xujryrf
premium
wey7xujryrf
wey7xujryrf
wey7xujryrf
To view investors' portfolios
Sign Up For Free
AIO
AIO
< FUND >
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
$22.18
$0.15
(0.67%)
premium
premium
$761.68M
40.53%
ARCC
Ares Capital
$21.00
$0.14
(0.66%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.57B
7.20%
GHI
Greystone Housing Impact Investors
$12.32
$0.12
(0.96%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$286.94M
-25.52%
AWP
AWP
< FUND >
Aberdeen Global Premier Properties Fund of Benef Interest
$4.16
$0.14
(3.26%)
premium
premium
$355.30M
14.29%
BCSF
Bain Capital Specialty Finance
$16.64
$0.01
(0.06%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.07B
7.29%
BUI
BUI
< FUND >
BlackRock Utilities. Infrastructure & Power Opportunities Trust of Benef Interest
$23.24
$0.07
(0.3%)
premium
premium
$521.06M
16.67%
BXMT
Blackstone Mortgage
$18.25
$0.04
(0.22%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.16B
-14.04%
CSWC
Capital Southwest
$23.98
$0.2
(0.83%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.14B
11.02%
DSL
DSL
< FUND >
DoubleLine Income Solutions Fund
$12.71
$0.16
(1.27%)
premium
premium
$1.30B
8.63%
DUK
Duke Energy
$112.68
$2.59
(2.25%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$87.01B
25.35%
EFC
Ellington Financial
$11.95
$0.14
(1.16%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.04B
-5.31%
ECC
Eagle Point Credit Company
$9.69
$0.12
(1.25%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
-0.51%
ENB
Enbridge
$40.42
$0.02
(0.05%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$87.90B
20.62%
EPD
Enterprise Products Partners
$28.82
$0.16
(0.56%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$62.55B
9.29%
EPR
EPR Properties
$44.84
$0.53
(1.17%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$3.40B
-0.88%
ETO
ETO
< FUND >
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund
$25.37
$0.03
(0.12%)
premium
premium
$415.77M
20.81%
FSK
FS KKR Capital
$20.14
$0.1
(0.49%)
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$5.64B
2.49%
GTY
Getty Realty
$31.39
$0
(0%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.73B
12.19%
HEQ
HEQ
< FUND >
John Hancock Hedged Equity & Income Fund
$10.74
$0.02
(0.19%)
premium
premium
$130.50M
11.99%
HESM
Hess Midstream Partners
$34.61
$0.04
(0.12%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$7.64B
14.53%
HIO
HIO
< FUND >
Western Asset High Income Opportunity Fund Inc
$3.96
$0
(0%)
premium
premium
$376.59M
5.60%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.47
$0.155
(0.27%)
premium
1K Buy
598 Hold
53 Sell
Moderate Buy
premium
$36.29B
9.60%
JHI
JHI
< FUND >
John Hancock Investors Trust
$14.11
$0.03
(0.21%)
premium
premium
$123.39M
13.70%
KIO
KIO
< FUND >
KKR Income Opportunities Fund
$13.88
$0.07
(0.5%)
premium
premium
$376.43M
19.96%
KREF
Kkr Real Estate Finance
$11.60
$0.01
(0.09%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$808.22M
1.93%
LADR
Ladder Capital
$11.54
$0.13
(1.14%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.47B
9.90%
MPLX
MPLX
$44.21
$0.21
(0.47%)
premium
6 Buy
2 Hold
1 Sell
Moderate Buy
premium
$45.12B
23.77%
MVRL
MVRL
< ETF >
ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN
$16.53
$0.166
(1%)
premium
premium
$25.68M
2.91%
NEP
Nextera Energy Partners
$19.25
$0.1
(0.52%)
premium
3 Buy
7 Hold
4 Sell
Hold
premium
$3.60B
-33.78%
NMFC
New Mountain Finance
$11.10
$0.33
(2.89%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.20B
-12.60%
O
Realty Income
$58.88
$0.226
(0.38%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$51.28B
17.69%
OHI
Omega Healthcare
$41.20
$1.27
(2.99%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$11.12B
22.15%
OBDC
Blue Owl Capital
$14.78
$0.26
(1.73%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$5.77B
11.16%
OXLC
Oxford Lane Capital
$5.27
$0.01
(0.19%)
premium
premium
5.40%
OXSQ
Oxford Square Capital
$2.93
$0.01
(0.34%)
premium
premium
$186.81M
-1.01%
PAA
Plains All American
$16.39
$0.12
(0.74%)
premium
2 Buy
3 Hold
2 Sell
Hold
premium
$11.49B
3.21%
PAGP
Plains GP Holdings
$17.33
$0.13
(0.76%)
premium
1 Buy
1 Hold
2 Sell
Hold
premium
$13.35B
5.73%
PNNT
Pennantpark Investment
$6.86
$0.07
(1.01%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$447.93M
7.36%
PRT
Permrock Royalty
$3.81
$0.045
(1.17%)
premium
premium
$46.29M
-28.48%
RA
RA
< FUND >
Brookfield Real Assets Income Fund Inc of Benef. Interest
$13.45
$0.15
(1.13%)
premium
premium
$745.88M
9.00%
RQI
RQI
< FUND >
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
$13.22
$0.26
(1.93%)
premium
premium
$1.78B
29.35%
RYLD
RYLD
< ETF >
Global X Russell 2000 Covered Call ETF
$16.09
$0.09
(0.56%)
premium
premium
$1.41B
-1.77%
SCM
Stellus Capital
$13.82
$0.25
(1.78%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$359.07M
6.39%
SMHB
SMHB
< FUND >
ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B
$5.73
$0.08
(1.42%)
premium
premium
$32.66M
12.77%
SUN
Sunoco
$50.91
$0.11
(0.22%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.76B
-3.62%
UTF
Cohen & Steers Infrastructure Fund
$25.07
$0.05
(0.2%)
premium
premium
21.34%
VZ
Verizon
$41.36
$0.77
(1.83%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$174.11B
15.21%
XFLT
XFLT
< FUND >
XAI Octagon Floating Rate & Alternative Income Term Trust
$6.88
$0.04
(0.58%)
premium
premium
$244.02M
-1.28%
SPH
Suburban Propane
$18.78
$0.01
(0.05%)
premium
0 Buy
0 Hold
2 Sell
Moderate Sell
premium
$1.20B
6.16%
NEE
NextEra Energy
$77.35
$1.9
(2.4%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$159.06B
29.11%
PLTR
Palantir Technologies
$41.92
$0.36
(0.87%)
premium
4 Buy
7 Hold
6 Sell
Hold
premium
$93.88B
131.27%
JPS
JPS
< FUND >
Nuveen Preferred & Income Securities Fund of Benef.Interest
$6.21
$0
(0%)
premium
premium
$1.45B
0.16%
EPRT
Essential Properties Realty
$31.64
$0.05
(0.16%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.57B
37.09%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.44
$0.354
(0.65%)
premium
1K Buy
524 Hold
58 Sell
Moderate Buy
premium
$17.84B
15.48%
PTY
PTY
< FUND >
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
$14.58
$0.05
(0.34%)
premium
premium
$2.23B
7.68%
ADC
Agree Realty
$73.93
$0.32
(0.43%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$7.65B
27.66%
PFLT
Pennantpark $
$11.10
$0.13
(1.16%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$814.97M
5.82%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$41.02
$0.16
(0.39%)
premium
4K Buy
3K Hold
316 Sell
Moderate Buy
premium
$2.78B
5.86%
FRT
Federal Realty
$110.43
$0.41
(0.37%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$9.45B
18.17%
ABR
Arbor Realty
$14.84
$0.1
(0.68%)
premium
2 Buy
0 Hold
2 Sell
Hold
premium
$2.80B
11.41%
SAR
Saratoga Investment
$23.23
$0.21
(0.9%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$320.59M
-4.76%
BWXT
BWX Technologies
$122.58
$0.83
(0.68%)
premium
5 Buy
1 Hold
1 Sell
Moderate Buy
premium
$11.21B
59.40%
DMB
DMB
< FUND >
BNY Mellon Municipal Bond Infrastructure Fund, Inc.
$10.67
$0.06
(0.56%)
premium
premium
$196.39M
14.85%
LYB
LyondellBasell
$86.56
$0.29
(0.33%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$28.14B
-5.87%
PDI
PIMCO Dynamic
$19.64
$0.13
(0.67%)
premium
premium
12.87%
UGI
UGI
$23.46
$0.45
(1.88%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$5.04B
7.17%
WES
Western Midstream Partners
$36.69
$0.165
(0.45%)
premium
1 Buy
4 Hold
1 Sell
Hold
premium
$13.96B
28.11%
FTHY
FTHY
< FUND >
FT Corp High Yield Opportunitties 2027 Term Fund
$14.55
$0.005
(0.03%)
premium
premium
$535.05M
14.34%
PINE
Alpine Income Property Trust Inc
$17.66
$0.13
(0.74%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$252.06M
12.48%
ARI
Apollo Real Estate
$8.78
$0.11
(1.24%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$1.21B
-16.46%
ESS
Essex Property
$276.97
$6.89
(2.43%)
premium
5 Buy
14 Hold
0 Sell
Moderate Buy
premium
$18.45B
30.79%
SLRC
SLR Investment Corp.
$15.28
$0.09
(0.59%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$833.59M
3.03%
TPVG
TriplePoint Venture Growth
$6.58
$0.08
(1.2%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$262.89M
-33.33%
PDO
PIMCO Dynamic Income Opportunities
$13.55
$0.04
(0.3%)
premium
premium
15.12%
UTG
UTG
< FUND >
Reaves Utility Income Fund
$32.10
$0.42
(1.29%)
premium
premium
$2.54B
26.03%
RDVIX
RDVIX
< FUND >
Royce Dividend Value Fund Investment Class
$7.03
$0.03
(0.43%)
premium
29 Buy
16 Hold
2 Sell
Moderate Buy
premium
22.26%
ISD
ISD
< FUND >
PGIM High Yield Bond Fund, Inc.
$14.08
$0.04
(0.28%)
premium
premium
$468.25M
21.80%
ARDC
ARDC
< FUND >
Ares Dynamic Credit Allocation Fund, Inc.
$15.06
$0.03
(0.2%)
premium
premium
$345.10M
21.16%
SKX
Skechers USA
$62.60
$1.14
(1.85%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$9.54B
32.77%
BTO
BTO
< FUND >
John Hancock Financial Opportunities Fund
$34.11
$0.04
(0.12%)
premium
premium
$671.51M
29.30%
FTGC
FTGC
< ETF >
First Trust Global Tactical Commodity Strategy Fund
$23.37
$0.17
(0.72%)
premium
premium
$2.19B
-2.14%
JBBB
JBBB
< ETF >
Janus Henderson B-BBB CLO ETF
$49.14
$0.072
(0.15%)
premium
premium
$1.13B
6.25%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.10
$0.13
(0.46%)
premium
412 Buy
416 Hold
72 Sell
Moderate Buy
premium
$63.53B
21.00%
RDVI
RDVI
< ETF >
FT Cboe Vest Rising Dividend Achievers Target Income ETF
$24.39
$0.06
(0.25%)
premium
389 Buy
261 Hold
28 Sell
Moderate Buy
premium
$1.43B
17.37%
FSD
FSD
< FUND >
First Trust High Income Long/Short Fund
$12.22
$0.23
(1.85%)
premium
premium
$406.82M
12.32%
KBWY
KBWY
< ETF >
Invesco KBW Premium Yield Equity REIT ETF
$19.66
$0.29
(1.45%)
premium
65 Buy
91 Hold
15 Sell
Hold
premium
$248.33M
12.79%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$36.00
$0.34
(0.95%)
premium
premium
$797.68M
10.36%
VVR
VVR
< FUND >
Invesco Senior Income Trust
$3.94
$0.04
(1.03%)
premium
premium
$602.94M
-2.23%
HTD
HTD
< FUND >
John Hancock Tax-Advantaged Dividend Income Fund
$22.61
$0.4
(1.74%)
premium
premium
$801.11M
28.10%
CLOZ
CLOZ
< ETF >
Panagram BBB-B CLO ETF
$26.92
$0.03
(0.11%)
premium
premium
$407.55M
3.46%
MPV
MPV
< FUND >
Barings Participation Investors of Benef Interest
$17.25
$0.1
(0.58%)
premium
premium
$182.88M
27.21%
RC
Ready Capital
$6.75
$0.1
(1.46%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$1.14B
-32.09%
PHK
PHK
< FUND >
Pimco High Income Fund
$5.03
$0.02
(0.4%)
premium
premium
$735.03M
11.28%
PCF
PCF
< FUND >
High Income Securities Fund of Benef Interest
$6.69
$0.01
(0.15%)
premium
premium
$117.28M
11.13%
HYT
HYT
< FUND >
BlackRock Corporate High Yield Fund Inc
$9.91
$0.03
(0.3%)
premium
premium
$1.41B
11.72%
BXSL
Blackstone Secured Lending Fund
$30.59
$0.54
(1.73%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.15B
10.23%
NIE
NIE
< FUND >
Virtus AllianzGI Equity & Convertible Income Fund of Beneficial Interest
$22.96
$0.03
(0.13%)
premium
premium
$636.20M
15.32%
BRWAX
BRWAX
< FUND >
MFS Blended Research Growth Equity Fund - Class A
$24.66
$0.16
(0.65%)
premium
64 Buy
10 Hold
0 Sell
Moderate Buy
premium
44.20%
AIF
AIF
< FUND >
Apollo Tactical Income Fund, Inc.
$14.82
$0.04
(0.27%)
premium
premium
$211.26M
13.04%
CEFS
CEFS
< ETF >
Saba Closed-End Funds ETF
$21.89
$0.18
(0.83%)
premium
premium
$233.15M
26.38%