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Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #187,063 out of 829,253 TipRanks' Investors
Success Rate
61%
783 out of 1290
profitable transactions
Average Return
14.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.20%
6-Month Return▲ 0.10%
12-Month Return▼ 2.25%
YTD Return▲ 0.40%
Total Return▲ 65.96%

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%
▲ 0.80%
▼ 0.87%
▼ 3.45%
Apr 2025
▲ 11.64%
▲ 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
▼ 6.45%
▼ 4.33%
▼ 2.59%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.45%
▲ 11.64%▲ 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%
▼ 6.45%▼ 4.33%▼ 2.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
0.84%
▲ 43.63%
17
Sell
Nov 22, 2025
Blackstone Mortgage
▲ 3.53%
29
Close
Nov 22, 2025
Blue Owl Capital
0.94%
▲ 26.90%
17
Sell
Nov 22, 2025
Vanguard High-Yield Tax-Exempt Fund
0.63%
▼ 12.15%
4
Open
Nov 22, 2025
Blackstone Group
▲ 0.63%
5
Close
Nov 22, 2025
Royce Dividend Value Fund Investment Class
▼ 0.87%
2
Close
Nov 22, 2025
Starwood Property
▼ 6.51%
5
Close
Nov 22, 2025
Alphabet Class A
1.55%
▲ 71.60%
3
Sell
Nov 22, 2025
Johnson & Johnson
1.94%
▲ 16.98%
5
Buy
Nov 22, 2025
Procter & Gamble
1.6%
▼ 2.79%
4
Buy
Nov 22, 2025
Microsoft
11.56%
▼ 6.83%
2
Sell
Nov 22, 2025
JM Smucker
0.24%
0.00%
1
Open
Nov 22, 2025
JPMorgan Municipal ETF
0.68%
0.00%
1
Open
Nov 22, 2025
Invesco National AMT-Free Municipal Bond ETF
0.78%
0.00%
1
Open
Nov 22, 2025
iShares National Muni Bond ETF
2.28%
0.00%
1
Open
Nov 22, 2025
Nuveen Select Tax-Free Income Portfolio
0.42%
0.00%
1
Open
Nov 22, 2025
Nuveen Municipal Value Fund Inc
0.73%
0.00%
1
Open
Nov 22, 2025
NuVista Energy
0%
0.00%
1
Open
Nov 22, 2025
BlackRock MuniYield Quality Fund III Inc
0.38%
0.00%
1
Open
Nov 22, 2025
PIMCO Fds, High Yield Municipal Bond Fund Insti Class
2.03%
0.00%
1
Open
Nov 22, 2025