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Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #69,968 out of 806,657 TipRanks' Investors
Success Rate
70%
857 out of 1224
profitable transactions
Average Return
18.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.83%
6-Month Return▲ 4.48%
12-Month Return▲ 9.76%
YTD Return▲ 5.44%
Total Return▲ 74.27%

Best Trade

Opened at
Closed at
Gain▲ 402.59%

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

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 4.14%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.59%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.29%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.44%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.45%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.10%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.11%
Jun 2025
▲ 2.63%
▲ 1.21%
▲ 1.33%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.14%
▲ 6.03%▲ 2.69%▲ 3.59%
▼ 12.86%▼ 1.27%▲ 2.29%
▼ 1.80%▼ 5.57%▼ 2.44%
▲ 1.83%▼ 0.87%▼ 3.45%
▲ 12.20%▲ 6.28%▲ 2.10%
▲ 6.24%▲ 5.14%▲ 2.11%
▲ 2.63%▲ 1.21%▲ 1.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs Small Cap Growth Fund Class A
▲ 10.14%
4
Close
Jul 08, 2025
Adams Natural Resources Fund Inc
1.1%
0.00%
1
Open
Jul 08, 2025
Kimberly Clark
5.02%
▼ 0.78%
6
Buy
Jun 26, 2025
Nvidia
11.83%
▲ 15.99%
4
Sell
Jun 26, 2025
American Electric Power
2.7%
▲ 1.00%
2
Buy
Jun 26, 2025
Greystone Housing Impact Investors
0.01%
▼ 10.87%
12
Buy
Jun 21, 2025
Bain Capital Specialty Finance
0.53%
▲ 39.77%
18
Buy
Jun 21, 2025
KKR Income Opportunities Fund
0.44%
▲ 21.69%
14
Buy
Jun 21, 2025
Eagle Point Income Co
0.1%
▲ 4.88%
3
Buy
Jun 21, 2025
Adams Diversified Equity Fund Inc Shs
0.81%
▲ 11.96%
7
Buy
Jun 21, 2025
Consolidated Edison
4.84%
▼ 4.52%
6
Buy
Jun 21, 2025
Southern Co
1.92%
▲ 2.23%
2
Buy
Jun 21, 2025
Sempra Energy
0.69%
▼ 0.02%
1
Open
Jun 21, 2025
Capital Southwest
0.85%
▲ 40.16%
14
Buy
Jun 14, 2025
Global X S&P 500 Covered Call ETF
▲ 26.14%
3
Close
Jun 14, 2025
Invesco KBW Premium Yield Equity REIT ETF
▼ 12.55%
2
Close
Jun 14, 2025
MFS Blended Research Growth Equity Fund - Class A
▲ 47.35%
2
Close
Jun 14, 2025
Edison International
▼ 29.24%
2
Close
Jun 14, 2025
Exxon Mobil
2.5%
▼ 0.25%
1
Open
Jun 14, 2025
Mastercard
5.28%
▲ 67.82%
18
Open
Jun 05, 2025