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Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #81,556 out of 815,471 TipRanks' Investors
Success Rate
70%
880 out of 1255
profitable transactions
Average Return
19.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.98%
6-Month Return▲ 0.29%
12-Month Return▲ 7.58%
YTD Return▲ 6.26%
Total Return▲ 75.65%

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

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 3.57%
Jan 2025
▼ 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
▲ 27.88%
▲ 2.30%
▲ 0.40%
Jul 2025
▲ 6.60%
▲ 2.07%
▲ 1.63%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.57%
▼ 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%
▲ 27.88%▲ 2.30%▲ 0.40%
▲ 6.60%▲ 2.07%▲ 1.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
J.P. Morgan Nasdaq Equity Premium Income ETF
0.14%
▲ 60.61%
8
Buy
Aug 13, 2025
Oneok
3.49%
▲ 16.61%
4
Buy
Aug 13, 2025
Kimberly Clark
4.73%
▼ 2.69%
7
Buy
Aug 13, 2025
Nuveen Municipal Credit Income Fund of Benef Interest
0.93%
▲ 1.98%
4
Buy
Aug 13, 2025
Nvidia
6.05%
▲ 32.32%
7
Sell
Aug 13, 2025
Exxon Mobil
2.6%
▲ 2.31%
2
Buy
Aug 13, 2025
Merck & Company
0.85%
▲ 5.39%
3
Buy
Aug 13, 2025
Johnson & Johnson
1.18%
▲ 2.94%
2
Buy
Aug 13, 2025
iShares Select Dividend ETF
1.64%
▲ 2.78%
2
Buy
Aug 13, 2025
Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest
0.55%
▲ 0.31%
2
Buy
Aug 13, 2025
Nuveen Quality Municipal Income Fund of Benef.Interest
0.56%
▲ 0.32%
2
Buy
Aug 13, 2025
LyondellBasell
0.19%
▼ 10.66%
9
Buy
Aug 03, 2025
Chevron
2.62%
▲ 3.86%
3
Buy
Aug 03, 2025
Roundhill S&P 500 0DTE Covered Call Strategy ETF
0.12%
▲ 1.66%
2
Buy
Aug 03, 2025
Bristol-Myers Squibb
0.47%
▲ 3.99%
1
Open
Aug 03, 2025
Procter & Gamble
1.04%
▲ 3.46%
1
Open
Aug 03, 2025
NEOS Nasdaq 100 High Income ETF
1.51%
▲ 6.94%
4
Buy
Jul 29, 2025
Vanguard Tax-Exempt Bond ETF
2.45%
▲ 0.86%
3
Buy
Jul 29, 2025
Innovative Industrial Properties
0.09%
▲ 3.17%
1
Open
Jul 29, 2025
Utilities Select Sector SPDR Fund
1.42%
▲ 3.00%
1
Open
Jul 12, 2025