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Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #103,756 out of 818,587 TipRanks' Investors
Success Rate
69%
870 out of 1266
profitable transactions
Average Return
18.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.76%
6-Month Return▲ 2.23%
12-Month Return▲ 4.49%
YTD Return▲ 5.65%
Total Return▲ 74.63%

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

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▲ 2.30%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.44%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.45%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.19%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.11%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 0.40%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.50%
Aug 2025
▲ 8.78%
▲ 2.32%
▼ 1.43%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 2.30%
▼ 1.80%▼ 5.57%▼ 2.44%
▲ 1.84%▼ 0.87%▼ 3.45%
▲ 12.20%▲ 6.28%▲ 2.19%
▲ 6.24%▲ 5.14%▲ 2.11%
▲ 27.91%▲ 2.30%▲ 0.40%
▲ 4.87%▲ 2.05%▲ 2.50%
▲ 8.78%▲ 2.32%▼ 1.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blackstone Mortgage
0.13%
▲ 6.66%
28
Sell
Sep 14, 2025
Mastercard
1.91%
▲ 68.33%
19
Sell
Sep 14, 2025
Arbor Realty
0.34%
▲ 26.32%
6
Sell
Sep 14, 2025
Starwood Property
0.85%
▲ 9.18%
2
Sell
Sep 14, 2025
Nvidia
4.27%
▲ 27.31%
8
Sell
Sep 14, 2025
Southern Co
2.08%
▲ 1.59%
3
Buy
Sep 14, 2025
Visa
1.66%
▼ 7.13%
2
Sell
Sep 14, 2025
Chevron
3.12%
▲ 4.33%
4
Buy
Sep 14, 2025
Johnson & Johnson
1.72%
▲ 1.77%
3
Buy
Sep 14, 2025
Procter & Gamble
1.54%
▲ 2.81%
2
Buy
Sep 14, 2025
Nuveen Missouri Quality Municipal Income Fund of Benef Interest
1.09%
▼ 0.18%
1
Open
Sep 14, 2025
Vanguard Intermediate Term Tax-Exempt Fund
1.79%
▲ 0.15%
1
Open
Sep 14, 2025
Vanguard Tax-Exempt Bond Index Fund Admiral
1.47%
▲ 0.10%
1
Open
Sep 14, 2025
Nuveen AMT-Free Municipal Value Fund
0.5%
0.00%
1
Open
Sep 14, 2025
Nuveen Flagship Missouri Municipal Bd Fd Cl A
1.01%
▲ 0.19%
1
Open
Sep 14, 2025
Amazon
0.95%
▲ 1.13%
1
Open
Sep 14, 2025
Sound Point Meridian Capital, Inc.
0.31%
▼ 1.13%
1
Open
Sep 14, 2025
Skechers USA
▲ 31.22%
2
Close
Sep 12, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
0.14%
▲ 64.86%
8
Buy
Aug 13, 2025
Oneok
3.33%
▲ 15.04%
4
Buy
Aug 13, 2025