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Income Focus - New Portfolio

Heath Driskill

Income Focus
Individual Investor
Not Ranked
Ranked #― out of 1 TipRanks' Investors
Success Rate
57%
12 out of 21
profitable transactions
Average Return
17.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 13.02%
6-Month Return▼ 2.10%
12-Month Return▲ 11.04%
YTD Return▼ 10.15%
Total Return▲ 82.33%

Best Trade

Opened at
Closed at-
Gain▲ 92.60%

Bio

Div income.

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 2.22%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.29%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 14.81%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 6.88%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.06%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.97%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.74%
Mar 2025
▼ 17.13%
▼ 9.83%
▼ 15.44%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 2.22%
▲ 10.00%▼ 0.89%▲ 2.29%
▲ 26.01%▲ 5.96%▲ 14.81%
▲ 5.33%▼ 2.41%▼ 6.88%
▲ 5.87%▲ 2.69%▲ 2.06%
▼ 12.86%▼ 1.27%▲ 5.97%
▼ 1.80%▼ 5.57%▼ 1.74%
▼ 17.13%▼ 9.83%▼ 15.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidus Investment
16.9%
▲ 8.21%
4
Buy
Feb 11, 2025
Oneok
25.07%
▲ 19.29%
5
Buy
Feb 11, 2025
AT&T
16.45%
▲ 30.81%
4
Buy
Feb 11, 2025
Enterprise Products Partners
17.94%
▲ 17.41%
4
Buy
Feb 11, 2025
Blue Owl Capital
12.39%
▼ 14.93%
1
Open
Feb 11, 2025
T. Rowe Price Emerging Europe Fund
10.88%
▼ 9.04%
1
Open
Feb 11, 2025
Warner Bros
0.37%
▼ 32.54%
1
Open
Jan 08, 2024
Magellan Midstream
▲ 91.46%
2
Close
Sep 25, 2023