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Income Focus - New Portfolio

Heath Driskill

Income Focus
Individual Investor
Ranked #222,741 out of 802,721 TipRanks' Investors
Success Rate
62%
13 out of 21
profitable transactions
Average Return
28.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.72%
6-Month Return▼ 3.43%
12-Month Return▲ 22.46%
YTD Return▲ 0.25%
Total Return▲ 103.44%

Best Trade

Opened at
Closed at-
Gain▲ 106.11%

Bio

Div income.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 14.81%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 6.88%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.30%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.97%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.74%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 9.64%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.49%
May 2025
▲ 2.22%
▲ 1.65%
▲ 0.66%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 14.81%
▲ 5.43%▼ 2.41%▼ 6.88%
▲ 5.99%▲ 2.69%▲ 2.30%
▼ 12.86%▼ 1.27%▲ 5.97%
▼ 1.80%▼ 5.57%▼ 1.74%
▲ 1.76%▼ 0.87%▼ 9.64%
▲ 12.21%▲ 6.28%▲ 3.49%
▲ 2.22%▲ 1.65%▲ 0.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidus Investment
17.96%
▲ 26.95%
4
Buy
Feb 11, 2025
Oneok
23.58%
▲ 25.42%
5
Buy
Feb 11, 2025
AT&T
15.86%
▲ 40.66%
4
Buy
Feb 11, 2025
Enterprise Products Partners
17.58%
▲ 29.23%
4
Buy
Feb 11, 2025
Blue Owl Capital
13.11%
▼ 0.61%
1
Open
Feb 11, 2025
T. Rowe Price Emerging Europe Fund
11.48%
▲ 6.03%
1
Open
Feb 11, 2025
Warner Bros
0.43%
▼ 13.86%
1
Open
Jan 08, 2024
Magellan Midstream
▲ 91.46%
2
Close
Sep 25, 2023