tiprankstipranks

Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #110,389 out of 728,988 TipRanks' Investors
Success Rate
58%
582 out of 1007
profitable transactions
Average Return
8.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.79%
6-Month Return▲ 13.12%
12-Month Return▲ 14.32%
YTD Return▲ 0.91%
Total Return▲ 48.80%

Best Trade

Opened at
Closed at-
Gain▲ 296.81%

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

24.26%0-24.26%
▼ 4.52%
▼ 4.74%
▼ 3.15%
Sep 2023
▼ 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
▼ 24.26%
▼ 4.50%
▼ 3.48%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.15%
▼ 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%
▼ 24.26%▼ 4.50%▼ 3.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Ellington Financial
0.46%
▼ 3.34%
11
Buy
Apr 15, 2024
FS KKR Capital
1.86%
▲ 17.35%
11
Buy
Apr 15, 2024
Ladder Capital
0.2%
▲ 10.47%
12
Buy
Apr 15, 2024
Omega Healthcare
1.12%
▲ 13.67%
14
Buy
Apr 15, 2024
Oxford Square Capital
0.1%
▲ 8.04%
9
Buy
Apr 15, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
1.79%
▲ 11.98%
23
Buy
Apr 15, 2024
CTO Realty Growth
▼ 3.64%
12
Close
Apr 15, 2024
Oaktree Specialty Lending
0.76%
▲ 2.75%
4
Buy
Apr 15, 2024
Golub Capital Bdc
0.38%
▼ 0.24%
1
Open
Apr 15, 2024
Goldman Sachs BDC
0.2%
▲ 2.14%
1
Open
Apr 15, 2024
Solventum Corporation
0.48%
▲ 3.79%
1
Open
Apr 15, 2024
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
0.79%
▲ 18.02%
14
Buy
Mar 25, 2024
Ares Capital
4.45%
▲ 38.77%
14
Buy
Mar 25, 2024
Bain Capital Specialty Finance
0.3%
▲ 32.08%
15
Buy
Mar 25, 2024
BlackRock Utilities. Infrastructure & Power Opportunities Trust of Benef Interest
0.15%
▼ 6.66%
5
Buy
Mar 25, 2024
Blackstone Mortgage
6.12%
▼ 11.73%
25
Buy
Mar 25, 2024
Capital Southwest
0.53%
▲ 40.11%
11
Buy
Mar 25, 2024
Eagle Point Credit Company
1.28%
▲ 17.24%
16
Buy
Mar 25, 2024
Enterprise Products Partners
0.61%
▲ 27.92%
14
Buy
Mar 25, 2024
Getty Realty
0.65%
▼ 1.23%
5
Buy
Mar 25, 2024