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Income Portfolio - New Portfolio

PerformancePortfolio Details

johnflynn5082

Income Portfolio
Individual Investor
Ranked #152,481 out of 858,971 TipRanks' Investors
Success Rate
64%
858 out of 1337
profitable transactions
Average Return
19.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.00%
6-Month Return▲ 2.93%
12-Month Return▲ 10.92%
YTD Return▲ 1.58%
Total Return▲ 74.98%

Best Trade

AssetPlains All ... (PAA)
Opened at
Closed at-
Gain▲ 471.65%

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%
▲ 12.88%
▲ 3.56%
▼ 2.92%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.93%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.84%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.74%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.09%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.12%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.21%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 1.85%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 2.92%
▲ 10.96%▲ 2.38%▼ 0.93%
▼ 3.68%▲ 0.19%▲ 1.84%
▼ 0.10%▲ 0.08%▼ 0.74%
▲ 4.06%▲ 1.47%▲ 2.09%
▼ 1.12%▼ 0.86%▼ 1.12%
▲ 0.60%▼ 4.94%▼ 1.21%
▲ 7.53%▲ 5.50%▲ 1.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NVG
NuVista Energy
―
▲ 4.50%
2
Close
Feb 04, 2026
47Q
Ovintiv
0%
▲ 30.29%
1
Open
Feb 04, 2026
GTY
Getty Realty
―
▲ 23.33%
7
Close
Jan 16, 2026
OHI
Omega Healthcare
0.01%
▲ 91.31%
16
Sell
Jan 16, 2026
OBDC
Blue Owl Capital
0.35%
▲ 22.91%
20
Sell
Jan 16, 2026
OXSQ
Oxford Square Capital
―
▼ 13.49%
11
Close
Jan 16, 2026
RA
Brookfield Real Assets Income Fund Inc of Benef. Interest
―
▲ 2.15%
15
Close
Jan 16, 2026
OCCI
OFS Credit Company
―
▼ 6.71%
5
Close
Jan 16, 2026
LYB
LyondellBasell
0.25%
▲ 26.71%
10
Buy
Jan 16, 2026
RWAY
Runway Growth Finance Corp
―
▲ 0.77%
5
Close
Jan 16, 2026
SLF
Sun Life Financial
―
▲ 23.27%
2
Close
Jan 16, 2026
WHR
Whirlpool
0.74%
▼ 27.72%
5
Buy
Jan 16, 2026
KMB
Kimberly Clark
2.11%
▼ 25.07%
9
Sell
Jan 16, 2026
NVDA
Nvidia
1.99%
▲ 37.83%
10
Sell
Jan 16, 2026
SO
Southern Co
1.84%
▲ 8.48%
4
Buy
Jan 16, 2026
PG
Procter & Gamble
1.96%
▼ 1.81%
7
Buy
Jan 16, 2026
SJM
JM Smucker
0.71%
▼ 9.68%
3
Buy
Jan 16, 2026
PZA
Invesco National AMT-Free Municipal Bond ETF
1.31%
▲ 1.39%
4
Buy
Jan 16, 2026
NXP
Nuveen Select Tax-Free Income Portfolio
0.76%
▲ 1.92%
2
Buy
Jan 16, 2026
MKC
McCormick & Company
0.36%
▼ 20.11%
2
Buy
Jan 16, 2026