tiprankstipranks
Trending News
More News >

Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #177,702 out of 834,054 TipRanks' Investors
Success Rate
63%
830 out of 1312
profitable transactions
Average Return
16.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.95%
6-Month Return▲ 0.24%
12-Month Return▲ 4.05%
YTD Return▲ 3.84%
Total Return▲ 71.65%

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%
▲ 11.63%
▲ 6.28%
▲ 2.19%
May 2025
▲ 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
▼ 3.57%
▲ 0.19%
▲ 1.71%
Nov 2025
▲ 1.55%
▲ 1.31%
▼ 0.95%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 2.19%
▲ 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%
▼ 3.57%▲ 0.19%▲ 1.71%
▲ 1.55%▲ 1.31%▼ 0.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
0.63%
▲ 51.75%
18
Sell
Dec 20, 2025
Enterprise Products Partners
0.58%
▲ 52.58%
18
Sell
Dec 20, 2025
EPR Properties
▲ 34.90%
3
Close
Dec 20, 2025
FS KKR Capital
0.27%
▲ 8.24%
18
Sell
Dec 20, 2025
Western Asset High Income Opportunity Fund Inc
▲ 29.87%
8
Close
Dec 20, 2025
Kkr Real Estate Finance
▼ 17.49%
13
Close
Dec 20, 2025
Blue Owl Capital
0.6%
▲ 34.28%
18
Sell
Dec 20, 2025
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
▲ 8.87%
7
Close
Dec 20, 2025
Global X Russell 2000 Covered Call ETF
▲ 11.77%
6
Close
Dec 20, 2025
Stellus Capital
▲ 42.66%
5
Close
Dec 20, 2025
Saratoga Investment
▲ 44.04%
4
Close
Dec 20, 2025
BNY Mellon Municipal Bond Infrastructure Fund, Inc.
▲ 9.64%
8
Close
Dec 20, 2025
Apollo Real Estate
▲ 31.82%
3
Close
Dec 20, 2025
Essex Property
▲ 42.42%
4
Close
Dec 20, 2025
SLR Investment Corp.
▲ 40.50%
3
Close
Dec 20, 2025
FT Cboe Vest Rising Dividend Achievers Target Income ETF
▲ 49.30%
3
Close
Dec 20, 2025
WhiteHorse
▼ 24.42%
7
Close
Dec 20, 2025
Oneok
1.52%
▲ 16.24%
6
Sell
Dec 20, 2025
Whirlpool
0.75%
▼ 5.91%
3
Buy
Dec 20, 2025
Procter & Gamble
1.86%
▼ 3.05%
5
Buy
Dec 20, 2025