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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:

Allocation

Top Stocks
8.57% OBDC
7.69% SUN
6.12% BXMT
4.57% DUK
4.45% ARCC
68.60% Others
By Assets
71.98% Stocks
21.14% Funds
6.88% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
31.31% Financial
28.49% General
14.79% Energy
12.44% Real Estate
5.83% Utilities
7.13% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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AIO
AIO
< FUND >
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
$18.76
$0.21
(1.11%)
premium
$651.45M
22.40%
ARCC
Ares Capital
$20.59
$0.17
(0.83%)
$21.40
(3.93% Upside)
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.39B
22.77%
GHI
Greystone Housing Impact Investors
$15.05
$0.28
(1.9%)
$18.92
(25.71% Upside)
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$339.60M
-1.36%
AWP
AWP
< FUND >
Aberdeen Global Premier Properties Fund of Benef Interest
$3.60
$0.01
(0.28%)
premium
$306.61M
2.47%
BCSF
Bain Capital Specialty Finance
$15.76
$0.09
(0.57%)
$15.75
(-0.06% Downside)
0 Buy
2 Hold
0 Sell
Hold
premium
$1.01B
49.33%
BUI
BUI
< FUND >
BlackRock Utilities. Infrastructure & Power Opportunities Trust of Benef Interest
$20.78
$0.16
(0.78%)
premium
$462.32M
-5.15%
BXMT
Blackstone Mortgage
$18.54
$0.21
(1.15%)
$20.83
(12.35% Upside)
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$3.18B
15.09%
CSWC
Capital Southwest
$25.06
$0.28
(1.13%)
$24.33
(-2.91% Downside)
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.07B
51.53%
DSL
DSL
< FUND >
DoubleLine Income Solutions Fund
$12.11
$0.1
(0.83%)
premium
$1.22B
15.58%
DUK
Duke Energy
$98.24
$2.31
(2.41%)
$103.27
(5.12% Upside)
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$74.01B
1.39%