Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #46,010 out of 757,311 TipRanks' Investors
Success Rate
69%
716 out of 1032
profitable transactions
Average Return
17.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.78%
6-Month Return▲ 10.42%
12-Month Return▲ 18.97%
YTD Return▲ 13.46%
Total Return▲ 67.28%

Best Trade

Opened at
Closed at-
Gain▲ 310.92%

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

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.65%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.71%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.52%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.71%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.81%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.95%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.30%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 0.65%
▲ 5.05%▲ 3.27%▲ 3.71%
▼ 12.40%▼ 4.03%▼ 0.99%
▲ 11.46%▲ 5.06%▲ 2.52%
▼ 2.25%▲ 3.53%▲ 0.71%
▲ 25.76%▲ 1.21%▲ 3.81%
▼ 4.21%▲ 2.34%▲ 0.95%
▲ 2.65%▼ 0.40%▲ 1.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Aberdeen Global Premier Properties Fund of Benef Interest
0.37%
▲ 11.23%
11
Buy
Sep 17, 2024
Blackstone Mortgage
2.3%
▼ 5.57%
26
Sell
Sep 17, 2024
FS KKR Capital
2.23%
▲ 25.08%
13
Buy
Sep 17, 2024
KKR Income Opportunities Fund
2.51%
▲ 34.60%
11
Buy
Sep 17, 2024
Kkr Real Estate Finance
0.73%
▲ 1.55%
8
Buy
Sep 17, 2024
Omega Healthcare
1.51%
▲ 57.30%
15
Buy
Sep 17, 2024
B Riley Financial
▼ 83.80%
8
Close
Sep 17, 2024
ARMOUR Residential REIT
▼ 12.45%
8
Close
Sep 17, 2024
Apollo Senior Floating Rate Fund Inc
▲ 28.42%
3
Close
Sep 17, 2024
Oaktree Specialty Lending
0.8%
▼ 7.53%
5
Buy
Sep 17, 2024
Solventum Corporation
▼ 5.88%
2
Close
Aug 01, 2024
Talen Energy Corp
0.5%
▲ 35.13%
1
Open
Jul 23, 2024
UGI
2.11%
▲ 1.83%
5
Open
Jun 23, 2024
Edison International
0.12%
▲ 19.24%
1
Open
Jun 16, 2024
Palantir Technologies
0.27%
▲ 8.94%
3
Open
Jun 14, 2024
Northern
0.66%
▲ 11.54%
1
Open
Jun 14, 2024
C3ai
0.1%
▼ 19.87%
1
Open
Jun 14, 2024
Goldman Sachs Small Cap Growth Fund Class A
0.23%
▲ 5.52%
1
Open
Jun 05, 2024
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
0.87%
▲ 35.84%
15
Buy
May 09, 2024
Duke Energy
4.84%
▲ 40.56%
18
Buy
May 09, 2024