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Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #93,509 out of 811,028 TipRanks' Investors
Success Rate
68%
834 out of 1234
profitable transactions
Average Return
18.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.64%
6-Month Return▲ 1.09%
12-Month Return▲ 5.78%
YTD Return▲ 4.72%
Total Return▲ 73.08%

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

28.41%0-28.41%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 3.46%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.10%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.11%
Jun 2025
▲ 28.41%
▲ 2.69%
▲ 0.64%
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%
▲ 1.84%▼ 0.87%▼ 3.46%
▲ 12.20%▲ 6.28%▲ 2.10%
▲ 6.24%▲ 5.14%▲ 2.11%
▲ 28.41%▲ 2.69%▲ 0.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS Nasdaq 100 High Income ETF
1.61%
▲ 5.64%
4
Buy
Jul 29, 2025
Nuveen Municipal Credit Income Fund of Benef Interest
0.91%
▼ 0.72%
3
Buy
Jul 29, 2025
Vanguard Tax-Exempt Bond ETF
2.6%
▼ 0.21%
3
Buy
Jul 29, 2025
Chevron
2.46%
▼ 0.48%
2
Buy
Jul 29, 2025
Innovative Industrial Properties
0.09%
▼ 1.97%
1
Open
Jul 29, 2025
Roundhill S&P 500 0DTE Covered Call Strategy ETF
0.07%
0.00%
1
Open
Jul 29, 2025
Nvidia
9.58%
▲ 30.50%
5
Sell
Jul 12, 2025
Utilities Select Sector SPDR Fund
1.52%
▲ 2.94%
1
Open
Jul 12, 2025
Goldman Sachs Small Cap Growth Fund Class A
▲ 8.73%
4
Close
Jul 08, 2025
Adams Natural Resources Fund Inc
1.04%
▲ 0.05%
1
Open
Jul 08, 2025
Kimberly Clark
4.57%
▼ 5.91%
6
Buy
Jun 26, 2025
American Electric Power
2.82%
▲ 10.14%
2
Buy
Jun 26, 2025
Greystone Housing Impact Investors
0.01%
▼ 12.88%
12
Buy
Jun 21, 2025
Bain Capital Specialty Finance
0.5%
▲ 36.74%
18
Buy
Jun 21, 2025
KKR Income Opportunities Fund
0.43%
▲ 24.69%
14
Buy
Jun 21, 2025
Eagle Point Income Co
0.09%
▼ 0.50%
3
Buy
Jun 21, 2025
Adams Diversified Equity Fund Inc Shs
0.77%
▲ 12.61%
7
Buy
Jun 21, 2025
Consolidated Edison
4.75%
▼ 2.35%
6
Buy
Jun 21, 2025
Southern Co
1.92%
▲ 6.02%
2
Buy
Jun 21, 2025
Sempra Energy
0.72%
▲ 8.04%
1
Open
Jun 21, 2025