tiprankstipranks

Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #66,017 out of 781,066 TipRanks' Investors
Success Rate
68%
726 out of 1068
profitable transactions
Average Return
19.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.90%
6-Month Return▲ 4.50%
12-Month Return▲ 16.11%
YTD Return▲ 2.94%
Total Return▲ 70.22%

Best Trade

Opened at
Closed at-
Gain▲ 375.02%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.74%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.81%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.87%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.98%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.95%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.44%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.06%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.94%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.74%
▲ 8.13%▲ 1.21%▲ 3.81%
▼ 13.14%▲ 2.34%▲ 0.87%
▲ 2.93%▲ 2.10%▲ 1.98%
▲ 10.00%▼ 0.89%▼ 1.95%
▲ 26.04%▲ 5.96%▲ 4.44%
▲ 5.93%▼ 2.41%▼ 4.06%
▲ 9.79%▲ 0.95%▲ 2.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Capital Southwest
0.48%
▲ 34.60%
12
Buy
Jan 09, 2025
New Mountain Finance
0.37%
▲ 13.71%
6
Buy
Jan 09, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
2.14%
▲ 11.30%
27
Buy
Jan 09, 2025
LyondellBasell
0.96%
▲ 7.08%
7
Buy
Jan 09, 2025
Adams Diversified Equity Fund Inc Shs
1.76%
▲ 1.92%
3
Buy
Jan 09, 2025
Ellington Residential Mortgage
0.61%
▲ 1.44%
4
Buy
Jan 09, 2025
Carlyle Credit Income Fund A of Beneficial Interest
0.61%
▼ 1.89%
3
Buy
Jan 09, 2025
Nuveen Churchill Direct Lending Corp.
0.78%
▲ 1.55%
2
Buy
Jan 09, 2025
Blackstone Mortgage
1.7%
▼ 3.23%
27
Sell
Dec 19, 2024
Pennantpark $
0.06%
▲ 24.39%
8
Buy
Dec 19, 2024
Janus Henderson B-BBB CLO ETF
0.62%
▲ 12.19%
4
Buy
Dec 19, 2024
Ready Capital
0.19%
▼ 15.62%
3
Sell
Dec 19, 2024
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
1.18%
▲ 6.91%
3
Buy
Dec 19, 2024
Golub Capital Bdc
0.66%
▲ 3.28%
3
Buy
Dec 19, 2024
Dominion Energy
2.1%
▲ 0.60%
2
Buy
Dec 19, 2024
WhiteHorse
0.39%
▼ 7.71%
6
Buy
Dec 09, 2024
Runway Growth Finance Corp
0.41%
▲ 7.06%
4
Buy
Dec 09, 2024
Eagle Point Credit Company
2.46%
▲ 18.28%
18
Buy
Nov 17, 2024
Kkr Real Estate Finance
0.84%
▼ 9.79%
9
Buy
Nov 17, 2024
Nextera Energy Partners
0.45%
▼ 66.03%
9
Sell
Nov 17, 2024