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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #484,736 out of 824,088 TipRanks' Investors
Success Rate
46%
163 out of 353
profitable transactions
Average Return
6.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.45%
6-Month Return▲ 12.19%
12-Month Return▲ 7.58%
YTD Return▲ 8.83%
Total Return▲ 40.30%

Best Trade

Opened at
Closed at
Gain▲ 129.20%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.15%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 5.96%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.79%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.86%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.00%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.31%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.80%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 2.53%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 0.15%
▲ 0.80%▼ 0.87%▼ 5.96%
▲ 11.63%▲ 6.28%▲ 2.79%
▲ 9.25%▲ 5.14%▲ 2.86%
▲ 7.60%▲ 2.30%▲ 3.00%
▲ 2.76%▲ 2.05%▲ 3.31%
▲ 12.88%▲ 3.56%▼ 1.80%
▲ 4.43%▼ 0.27%▼ 2.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oneok
8.07%
▲ 6.61%
12
Buy
Oct 15, 2025
OneMain Holdings
3.28%
▲ 30.67%
4
Buy
Oct 15, 2025
Vail Resorts
0.3%
▼ 1.47%
1
Open
Oct 01, 2025
United Parcel
▼ 2.86%
4
Close
Sep 30, 2025
Starwood Property
▼ 4.52%
7
Close
Sep 17, 2025
Target
▼ 7.63%
2
Close
Sep 16, 2025
PIMCO Dynamic
▲ 28.67%
16
Close
Sep 12, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
0.6%
▲ 3.13%
1
Open
Sep 09, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
▲ 0.91%
2
Close
Sep 04, 2025
Alexandria Equities
0.44%
▼ 10.89%
5
Open
Sep 02, 2025
Exxon Mobil
8.32%
▲ 8.38%
8
Buy
Aug 25, 2025
NVE
▲ 20.00%
12
Close
Aug 25, 2025
T Rowe Price
0.06%
▲ 4.28%
11
Buy
Aug 25, 2025
Simon Property
▲ 69.73%
3
Close
Aug 25, 2025
Annaly Capital
0.45%
▲ 7.17%
5
Open
Jun 06, 2025
Trinity Capital
▲ 8.99%
5
Close
Jun 06, 2025
Alerian MLP ETF
1.68%
▲ 0.06%
3
Open
Jun 04, 2025
FS KKR Capital
▲ 8.13%
7
Close
Jun 03, 2025
Altria Group
11.7%
▲ 31.31%
17
Sell
May 22, 2025
Federal Realty
▼ 1.11%
7
Close
May 07, 2025