tiprankstipranks

Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #65,978 out of 735,272 TipRanks' Investors
Success Rate
66%
667 out of 1018
profitable transactions
Average Return
12.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.40%
6-Month Return▲ 13.61%
12-Month Return▲ 21.90%
YTD Return▲ 7.19%
Total Return▲ 58.04%

Best Trade

Opened at
Closed at-
Gain▲ 299.09%

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%
▼ 6.45%
▼ 2.17%
▼ 3.32%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.48%
Nov 2023
▲ 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
▲ 8.59%
▲ 5.47%
▲ 3.54%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.32%
▲ 9.22%▲ 9.13%▲ 6.48%
▲ 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%
▲ 8.59%▲ 5.47%▲ 3.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
0.86%
▲ 23.30%
15
Buy
May 09, 2024
Duke Energy
4.64%
▲ 24.58%
18
Buy
May 09, 2024
Eagle Point Credit Company
1.56%
▲ 21.51%
17
Buy
May 09, 2024
KKR Income Opportunities Fund
0.51%
▲ 23.23%
10
Buy
May 09, 2024
MPLX
1.33%
▲ 33.62%
8
Buy
May 09, 2024
Nextera Energy Partners
1.53%
▼ 37.75%
8
Buy
May 09, 2024
Verizon
1.87%
▼ 0.13%
9
Buy
May 09, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
2.14%
▲ 14.31%
24
Buy
May 09, 2024
John Hancock Tax-Advantaged Global Shareholder Yield Fund
▲ 15.05%
4
Close
May 09, 2024
Blackstone Secured Lending Fund
0.58%
▲ 7.13%
3
Buy
May 09, 2024
WhiteHorse
0.39%
▲ 6.50%
4
Buy
May 09, 2024
Eagle Point Income Co
0.8%
▲ 1.13%
1
Open
May 09, 2024
Ellington Financial
0.46%
▲ 5.03%
11
Buy
Apr 15, 2024
FS KKR Capital
1.82%
▲ 22.92%
11
Buy
Apr 15, 2024
Ladder Capital
0.21%
▲ 21.72%
12
Buy
Apr 15, 2024
Omega Healthcare
1.07%
▲ 19.58%
14
Buy
Apr 15, 2024
Oxford Square Capital
0.09%
▲ 7.85%
9
Buy
Apr 15, 2024
CTO Realty Growth
▼ 3.64%
12
Close
Apr 15, 2024
Oaktree Specialty Lending
0.7%
▲ 2.11%
4
Buy
Apr 15, 2024
Golub Capital Bdc
0.35%
▲ 1.43%
1
Open
Apr 15, 2024