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Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #147,144 out of 849,653 TipRanks' Investors
Success Rate
66%
873 out of 1323
profitable transactions
Average Return
18.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.81%
6-Month Return▲ 1.20%
12-Month Return▲ 4.02%
YTD Return▲ 3.13%
Total Return▲ 76.95%

Best Trade

Opened at
Closed at
Gain▲ 402.59%

Bio

Income investing: Utilities, 'dividends aristocrats' 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

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 2.11%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.40%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 2.92%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.93%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 1.71%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.99%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 3.13%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 2.11%
▲ 7.60%▲ 2.30%▲ 0.40%
▲ 2.76%▲ 2.05%▲ 2.50%
▲ 12.88%▲ 3.56%▼ 2.92%
▲ 10.96%▲ 2.38%▼ 0.93%
▼ 3.58%▲ 0.19%▲ 1.71%
▼ 0.10%▲ 0.08%▼ 0.99%
▲ 3.05%▲ 1.43%▲ 3.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Getty Realty
▲ 23.33%
7
Close
Jan 16, 2026
Omega Healthcare
0.01%
▲ 85.57%
16
Sell
Jan 16, 2026
Blue Owl Capital
0.4%
▲ 33.01%
20
Sell
Jan 16, 2026
Oxford Square Capital
▼ 14.52%
11
Close
Jan 16, 2026
Brookfield Real Assets Income Fund Inc of Benef. Interest
▲ 2.15%
15
Close
Jan 16, 2026
OFS Credit Company
▼ 6.70%
5
Close
Jan 16, 2026
LyondellBasell
0.17%
▼ 17.33%
10
Buy
Jan 16, 2026
Runway Growth Finance Corp
▼ 2.60%
5
Close
Jan 16, 2026
Sun Life Financial
▲ 23.26%
2
Close
Jan 16, 2026
Whirlpool
1.15%
▲ 13.68%
5
Buy
Jan 16, 2026
Kimberly Clark
2.16%
▼ 23.90%
9
Sell
Jan 16, 2026
Nvidia
1.95%
▲ 35.58%
10
Sell
Jan 16, 2026
Southern Co
1.7%
▼ 1.15%
4
Buy
Jan 16, 2026
Procter & Gamble
1.96%
▼ 2.17%
7
Buy
Jan 16, 2026
JM Smucker
0.8%
▲ 2.90%
3
Buy
Jan 16, 2026
Invesco National AMT-Free Municipal Bond ETF
1.3%
▲ 0.54%
4
Buy
Jan 16, 2026
Nuveen Select Tax-Free Income Portfolio
0.75%
▼ 1.07%
2
Buy
Jan 16, 2026
McCormick & Company
0.44%
▼ 2.05%
2
Buy
Jan 16, 2026
Invesco Advantage Municipal Income Trust II
0.5%
▲ 2.07%
3
Buy
Jan 16, 2026
Nuveen Municipal Credit Opportunities Fund
0.28%
▲ 2.91%
2
Buy
Jan 16, 2026