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Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #77,157 out of 803,748 TipRanks' Investors
Success Rate
67%
813 out of 1209
profitable transactions
Average Return
16.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.11%
6-Month Return▲ 1.58%
12-Month Return▲ 9.45%
YTD Return▲ 2.94%
Total Return▲ 70.14%

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

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.44%
Nov 2024
▲ 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%
▼ 3.33%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.11%
May 2025
▲ 3.57%
▲ 1.29%
▲ 0.89%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.44%
▲ 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%▼ 3.33%
▲ 12.21%▲ 6.28%▲ 2.11%
▲ 3.57%▲ 1.29%▲ 0.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Capital Southwest
0.81%
▲ 29.02%
14
Buy
Jun 14, 2025
Global X S&P 500 Covered Call ETF
▲ 25.62%
3
Close
Jun 14, 2025
Invesco KBW Premium Yield Equity REIT ETF
▼ 12.72%
2
Close
Jun 14, 2025
MFS Blended Research Growth Equity Fund - Class A
▲ 45.38%
2
Close
Jun 14, 2025
Edison International
▼ 29.28%
2
Close
Jun 14, 2025
Kimberly Clark
2.76%
▼ 4.76%
4
Buy
Jun 14, 2025
Exxon Mobil
2.65%
0.00%
1
Open
Jun 14, 2025
Mastercard
5.53%
▲ 67.62%
18
Open
Jun 05, 2025
LyondellBasell
0.14%
▼ 10.52%
8
Buy
Jun 05, 2025
Eagle Point Income Co
0.1%
▲ 0.09%
2
Buy
Jun 05, 2025
Nuveen Churchill Direct Lending Corp.
0.26%
▲ 0.99%
4
Buy
Jun 05, 2025
Nvidia
16.21%
▲ 3.35%
2
Sell
Jun 05, 2025
Vanguard Tax-Exempt Bond ETF
1.92%
▲ 0.18%
1
Open
Jun 05, 2025
Southern Co
1.46%
▲ 2.23%
1
Open
Jun 05, 2025
Vanguard International High Dividend Yield ETF
1.57%
▲ 0.25%
1
Open
Jun 05, 2025
Visa
4.17%
▼ 3.80%
1
Open
Jun 05, 2025
Oneok
3.3%
▲ 30.60%
3
Open
May 31, 2025
Alphabet Class A
2.06%
▲ 3.46%
1
Open
May 31, 2025
Energy Transfer
0.75%
▲ 4.81%
1
Open
May 31, 2025
Ares Capital
1.51%
▲ 54.49%
16
Buy
May 27, 2025