tiprankstipranks

Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #63,346 out of 770,014 TipRanks' Investors
Success Rate
69%
720 out of 1045
profitable transactions
Average Return
19.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.03%
6-Month Return▲ 9.51%
12-Month Return▲ 22.06%
YTD Return▲ 15.62%
Total Return▲ 70.48%

Best Trade

Opened at
Closed at-
Gain▲ 316.05%

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

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 0.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.52%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.74%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.81%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.87%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.99%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.86%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 3.20%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.99%
▲ 11.46%▲ 5.06%▲ 2.52%
▼ 2.25%▲ 3.53%▲ 0.74%
▲ 25.72%▲ 1.21%▲ 3.81%
▼ 4.22%▲ 2.34%▲ 0.87%
▲ 7.82%▲ 2.10%▲ 1.99%
▲ 5.70%▼ 0.89%▼ 1.86%
▲ 31.73%▲ 4.73%▲ 3.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Point Credit Company
2.6%
▲ 15.98%
18
Buy
Nov 17, 2024
Kkr Real Estate Finance
0.94%
▼ 4.51%
9
Buy
Nov 17, 2024
Nextera Energy Partners
0.46%
▼ 65.58%
9
Sell
Nov 17, 2024
Alpine Income Property Trust Inc
▲ 9.45%
5
Close
Nov 17, 2024
MidCap Financial Investment Corporation
0.34%
▲ 11.21%
2
Buy
Nov 17, 2024
Adams Diversified Equity Fund Inc Shs
0.56%
▼ 0.19%
1
Open
Nov 17, 2024
Ellington Residential Mortgage
0.09%
▲ 2.44%
1
Open
Nov 17, 2024
Carlyle Credit Income Fund A of Beneficial Interest
0.28%
▼ 1.21%
1
Open
Nov 17, 2024
Dominion Energy
1.95%
▲ 1.42%
1
Open
Nov 17, 2024
FS KKR Capital
3.02%
▲ 38.01%
14
Buy
Oct 07, 2024
MPLX
2.11%
▲ 61.28%
9
Buy
Oct 07, 2024
3M
▲ 37.85%
6
Close
Oct 07, 2024
Barings Participation Investors of Benef Interest
0.26%
▲ 23.33%
2
Buy
Oct 07, 2024
WhiteHorse
0.37%
▼ 7.79%
5
Buy
Oct 07, 2024
PIMCO Access Income Fund
0.47%
▲ 17.78%
2
Buy
Oct 07, 2024
Golub Capital Bdc
0.62%
▼ 0.12%
2
Buy
Oct 07, 2024
Aberdeen Global Premier Properties Fund of Benef Interest
0.34%
▲ 8.52%
11
Buy
Sep 17, 2024
Blackstone Mortgage
2.04%
▼ 3.14%
26
Sell
Sep 17, 2024
KKR Income Opportunities Fund
2.18%
▲ 25.64%
11
Buy
Sep 17, 2024
Omega Healthcare
1.44%
▲ 55.25%
15
Buy
Sep 17, 2024