Income Portfolio - New Portfolio

johnflynn5082

Income Portfolio
Individual Investor
Ranked #46,010 out of 757,311 TipRanks' Investors
Success Rate
69%
716 out of 1032
profitable transactions
Average Return
17.37%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.29% OBDC
6.56% SUN
4.84% DUK
4.10% MMM
3.97% ARCC
73.24% Others
By Assets
70.98% Stocks
22.67% Funds
6.34% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
30.46% Financial
29.01% General
13.55% Energy
9.65% Real Estate
9.10% Utilities
8.22% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AIO
AIO
< FUND >
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
$21.49
$0.15
(0.7%)
premium
premium
$732.84M
20.91%
ARCC
Ares Capital
$20.75
$0.41
(2.02%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$12.82B
5.12%
GHI
Greystone Housing Impact Investors
$13.79
$0.12
(0.88%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$318.38M
-17.02%
AWP
AWP
< FUND >
Aberdeen Global Premier Properties Fund of Benef Interest
$4.50
$0.03
(0.66%)
premium
premium
$386.90M
17.36%
BCSF
Bain Capital Specialty Finance
$17.09
$0.14
(0.83%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.09B
1.44%
BUI
BUI
< FUND >
BlackRock Utilities. Infrastructure & Power Opportunities Trust of Benef Interest
$23.65
$0.164
(0.69%)
premium
premium
$533.84M
15.58%
BXMT
Blackstone Mortgage
$20.23
$0.62
(3.16%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$3.40B
-16.16%
CSWC
Capital Southwest
$25.42
$0.14
(0.55%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.18B
11.41%
DSL
DSL
< FUND >
DoubleLine Income Solutions Fund
$12.90
$0.08
(0.62%)
premium
premium
$1.32B
9.75%
DUK
Duke Energy
$115.14
$0.74
(0.64%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$89.48B
23.49%
EFC
Ellington Financial
$13.25
$0.1
(0.76%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.14B
-1.72%
ECC
Eagle Point Credit Company
$9.77
$0.03
(0.31%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
-3.83%
ENB
Enbridge
$40.39
$0.13
(0.32%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$88.15B
15.94%
EPD
Enterprise Products Partners
$29.39
$0.1
(0.34%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$64.00B
9.26%
EPR
EPR Properties
$48.73
$0.06
(0.12%)
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$3.69B
14.27%
ETO
ETO
< FUND >
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund
$26.12
$0.17
(0.66%)
premium
premium
$425.27M
16.42%
FSK
FS KKR Capital
$19.77
$0.13
(0.66%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$5.50B
-2.00%
GTY
Getty Realty
$32.26
$0.1
(0.31%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.75B
8.85%
HEQ
HEQ
< FUND >
John Hancock Hedged Equity & Income Fund
$10.76
$0.09
(0.84%)
premium
premium
$129.65M
10.57%
HESM
Hess Midstream Partners
$35.67
$1.2
(3.25%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$8.14B
21.72%
HIO
HIO
< FUND >
Western Asset High Income Opportunity Fund Inc
$4.03
$0
(0%)
premium
premium
$383.25M
6.05%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.21
$0.36
(0.61%)
premium
1K Buy
563 Hold
54 Sell
Moderate Buy
premium
$35.41B
6.67%
JHI
JHI
< FUND >
John Hancock Investors Trust
$13.76
$0.02
(0.15%)
premium
premium
$120.15M
9.45%
KIO
KIO
< FUND >
KKR Income Opportunities Fund
$14.72
$0.14
(0.96%)
premium
premium
$395.42M
20.10%
KREF
Kkr Real Estate Finance
$12.86
$0.26
(2.06%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$874.88M
-0.79%
LADR
Ladder Capital
$12.22
$0.14
(1.16%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.54B
11.96%
MPLX
MPLX
$44.13
$0.08
(0.18%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$44.96B
26.04%
MVRL
MVRL
< ETF >
ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN
$19.02
$0.201
(1.07%)
premium
premium
$18.63M
-6.34%
NEP
Nextera Energy Partners
$26.80
$0.96
(3.72%)
premium
3 Buy
5 Hold
1 Sell
Hold
premium
$4.83B
-47.97%
NMFC
New Mountain Finance
$12.05
$0.01
(0.08%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.30B
-6.59%
O
Realty Income
$60.70
$1.49
(2.4%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$54.16B
15.17%
OHI
Omega Healthcare
$40.48
$0.81
(1.96%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$10.65B
24.93%
OBDC
Blue Owl Capital
$14.94
$0.15
(1.01%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$5.77B
6.33%
OXLC
Oxford Lane Capital
$5.20
$0.01
(0.19%)
premium
premium
5.25%
OXSQ
Oxford Square Capital
$2.80
$0.04
(1.41%)
premium
premium
$181.07M
-4.70%
PAA
Plains All American
$17.87
$0.18
(1.02%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$12.40B
14.57%
PAGP
Plains GP Holdings
$18.94
$0.13
(0.69%)
premium
3 Buy
2 Hold
1 Sell
Moderate Buy
premium
$14.49B
16.04%
PNNT
Pennantpark Investment
$6.97
$0.04
(0.57%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$457.73M
8.01%
PRT
Permrock Royalty
$4.03
$0.02
(0.5%)
premium
premium
$48.78M
-40.50%
RA
RA
< FUND >
Brookfield Real Assets Income Fund Inc of Benef. Interest
$13.63
$0.08
(0.59%)
premium
premium
$751.42M
12.73%
RQI
RQI
< FUND >
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
$13.89
$0.15
(1.07%)
premium
premium
$1.89B
26.83%
RYLD
RYLD
< ETF >
Global X Russell 2000 Covered Call ETF
$16.32
$0.02
(0.12%)
premium
premium
$1.42B
-5.67%
SCM
Stellus Capital
$13.70
$0.05
(0.36%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$357.25M
-3.37%
SMHB
SMHB
< FUND >
ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B
$6.37
$0.02
(0.31%)
premium
premium
$36.42M
-5.89%
SUN
Sunoco
$53.51
$0.45
(0.83%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.22B
13.81%
UTF
Cohen & Steers Infrastructure Fund
$25.59
$0.38
(1.46%)
premium
premium
25.16%
VZ
Verizon
$43.94
$0.06
(0.14%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$184.71B
31.38%
XFLT
XFLT
< FUND >
XAI Octagon Floating Rate & Alternative Income Term Trust
$6.80
$0.005
(0.07%)
premium
premium
$241.54M
-2.85%
SPH
Suburban Propane
$17.76
$0.06
(0.34%)
premium
0 Buy
0 Hold
2 Sell
Moderate Sell
premium
$1.13B
20.24%
NEE
NextEra Energy
$82.29
$1.99
(2.36%)
premium
7 Buy
3 Hold
1 Sell
Moderate Buy
premium
$173.23B
24.69%
PLTR
Palantir Technologies
$36.83
$0.45
(1.24%)
premium
4 Buy
5 Hold
6 Sell
Hold
premium
$81.47B
140.13%
JPS
JPS
< FUND >
Nuveen Preferred & Income Securities Fund of Benef.Interest
$6.21
$0
(0%)
premium
premium
$1.45B
-0.48%
EPRT
Essential Properties Realty
$33.88
$0.23
(0.68%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.92B
43.74%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.42
$0.85
(1.59%)
premium
1K Buy
521 Hold
59 Sell
Moderate Buy
premium
$16.11B
11.05%
PTY
PTY
< FUND >
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
$14.30
$0
(0%)
premium
premium
$2.19B
2.07%
ADC
Agree Realty
$74.13
$1.51
(2%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.61B
28.77%
PFLT
Pennantpark $
$11.56
$0.03
(0.26%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$846.54M
7.16%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$41.58
$0.07
(0.17%)
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$2.84B
4.30%
$133.84
$0.48
(0.36%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$73.26B
33.05%
FRT
Federal Realty
$114.22
$1.3
(1.13%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$9.74B
19.87%
ABR
Arbor Realty
$15.16
$0.13
(0.86%)
premium
2 Buy
1 Hold
2 Sell
Hold
premium
$2.83B
-4.69%
SAR
Saratoga Investment
$23.37
$0.03
(0.13%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$320.83M
-9.71%
BWXT
BWX Technologies
$98.02
$0.93
(0.96%)
premium
6 Buy
1 Hold
1 Sell
Moderate Buy
premium
$8.88B
29.13%
DMB
DMB
< FUND >
BNY Mellon Municipal Bond Infrastructure Fund, Inc.
$11.17
$0.03
(0.27%)
premium
premium
$205.59M
9.72%
LYB
LyondellBasell
$96.09
$2.15
(2.29%)
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$30.54B
-4.05%
PDI
PIMCO Dynamic
$19.62
$0.12
(0.62%)
premium
premium
10.79%
UGI
UGI
$24.49
$0.34
(1.41%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$5.18B
-0.49%
WES
Western Midstream Partners
$39.00
$0.63
(1.59%)
premium
1 Buy
5 Hold
0 Sell
Hold
premium
$15.08B
48.98%
FTHY
FTHY
< FUND >
FT Corp High Yield Opportunitties 2027 Term Fund
$14.91
$0
(0%)
premium
premium
$548.29M
10.04%
PINE
Alpine Income Property Trust Inc
$18.34
$0.11
(0.6%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$251.51M
8.40%
ARI
Apollo Real Estate
$9.81
$0.12
(1.24%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.34B
-10.77%
ESS
Essex Property
$312.42
$0.18
(0.06%)
premium
5 Buy
14 Hold
0 Sell
Moderate Buy
premium
$20.76B
40.60%
SLRC
SLR Investment Corp.
$15.20
$0.05
(0.33%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$826.50M
-2.38%
TPVG
TriplePoint Venture Growth
$7.25
$0.02
(0.28%)
premium
0 Buy
6 Hold
1 Sell
Hold
premium
$288.86M
-32.49%
PDO
PIMCO Dynamic Income Opportunities
$13.86
$0.03
(0.22%)
premium
premium
12.47%
UTG
UTG
< FUND >
Reaves Utility Income Fund
$31.10
$0.09
(0.29%)
premium
premium
$2.47B
17.79%
RDVIX
RDVIX
< FUND >
Royce Dividend Value Fund Investment Class
$6.87
$0.02
(0.29%)
premium
29 Buy
14 Hold
4 Sell
Moderate Buy
premium
12.99%
ISD
ISD
< FUND >
PGIM High Yield Bond Fund, Inc.
$13.94
$0.07
(0.5%)
premium
premium
$461.27M
15.01%
ARDC
ARDC
< FUND >
Ares Dynamic Credit Allocation Fund, Inc.
$15.17
$0.037
(0.25%)
premium
premium
$349.45M
18.77%
SKX
Skechers USA
$61.56
$6.55
(9.62%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$10.38B
42.37%
BTO
BTO
< FUND >
John Hancock Financial Opportunities Fund
$33.17
$0.54
(1.65%)
premium
premium
$642.37M
26.91%
FTGC
FTGC
< ETF >
First Trust Global Tactical Commodity Strategy Fund
$23.43
$0.33
(1.43%)
premium
premium
$2.16B
-7.00%
JBBB
JBBB
< ETF >
Janus Henderson B-BBB CLO ETF
$48.62
$0.01
(0.02%)
premium
premium
$1.03B
2.08%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$84.87
$0.73
(0.87%)
premium
403 Buy
456 Hold
67 Sell
Moderate Buy
premium
$60.72B
14.59%
RDVI
RDVI
< ETF >
FT Cboe Vest Rising Dividend Achievers Target Income ETF
$24.73
$0.47
(1.94%)
premium
417 Buy
287 Hold
19 Sell
Moderate Buy
premium
$1.30B
11.85%
FSD
FSD
< FUND >
First Trust High Income Long/Short Fund
$12.22
$0.23
(1.85%)
premium
premium
$406.82M
12.73%
KBWY
KBWY
< ETF >
Invesco KBW Premium Yield Equity REIT ETF
$21.54
$0.12
(0.56%)
premium
60 Buy
99 Hold
13 Sell
Hold
premium
$247.35M
14.79%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$34.96
$0.63
(1.84%)
premium
premium
$760.68M
8.36%
VVR
VVR
< FUND >
Invesco Senior Income Trust
$4.16
$0.05
(1.19%)
premium
premium
$644.26M
7.67%
HTD
HTD
< FUND >
John Hancock Tax-Advantaged Dividend Income Fund
$22.51
$0.13
(0.57%)
premium
premium
$802.18M
18.91%
CLOZ
CLOZ
< ETF >
Panagram BBB-B CLO ETF
$26.89
$0
(0%)
premium
premium
$465.62M
2.85%
MPV
MPV
< FUND >
Barings Participation Investors of Benef Interest
$16.87
$0.11
(0.66%)
premium
premium
$177.68M
23.46%
RC
Ready Capital
$8.35
$0.3
(3.73%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$1.35B
-27.02%
PHK
PHK
< FUND >
Pimco High Income Fund
$4.93
$0.01
(0.2%)
premium
premium
$718.95M
6.26%
PCF
PCF
< FUND >
High Income Securities Fund of Benef Interest
$6.68
$0.02
(0.3%)
premium
premium
$116.75M
1.68%
HYT
HYT
< FUND >
BlackRock Corporate High Yield Fund Inc
$9.92
$0.03
(0.3%)
premium
premium
$1.42B
12.56%
BXSL
Blackstone Secured Lending Fund
$30.52
$0.37
(1.23%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.06B
6.61%
NIE
NIE
< FUND >
Virtus AllianzGI Equity & Convertible Income Fund of Beneficial Interest
$23.07
$0.45
(1.99%)
premium
premium
$626.78M
11.70%
BRWAX
BRWAX
< FUND >
MFS Blended Research Growth Equity Fund - Class A
$23.64
$0.04
(0.17%)
premium
74 Buy
4 Hold
0 Sell
Strong Buy
premium
34.01%
AIF
AIF
< FUND >
Apollo Tactical Income Fund, Inc.
$14.82
$0.04
(0.27%)
premium
premium
$211.26M
10.02%