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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #477,738 out of 827,514 TipRanks' Investors
Success Rate
48%
168 out of 354
profitable transactions
Average Return
6.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.91%
6-Month Return▲ 6.05%
12-Month Return▲ 7.76%
YTD Return▲ 9.03%
Total Return▲ 40.56%

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%
▲ 0.80%
▼ 0.87%
▼ 5.96%
Apr 2025
▲ 11.64%
▲ 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
▲ 10.96%
▲ 2.38%
▼ 3.71%
Oct 2025
▼ 1.52%
▼ 0.09%
▲ 1.41%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 5.96%
▲ 11.64%▲ 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%
▲ 10.96%▲ 2.38%▼ 3.71%
▼ 1.52%▼ 0.09%▲ 1.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alexandria Equities
▼ 17.91%
6
Close
Oct 31, 2025
T Rowe Price
▲ 4.85%
12
Close
Oct 28, 2025
Alerian MLP ETF
2.03%
▲ 1.57%
4
Buy
Oct 27, 2025
Oneok
8.27%
▲ 7.28%
12
Buy
Oct 15, 2025
OneMain Holdings
3.73%
▲ 47.29%
4
Buy
Oct 15, 2025
Vail Resorts
0.3%
▼ 3.74%
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
0.71%
▲ 6.30%
1
Open
Sep 09, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
▲ 0.91%
2
Close
Sep 04, 2025
Exxon Mobil
8.83%
▲ 12.31%
8
Buy
Aug 25, 2025
NVE
▲ 20.00%
12
Close
Aug 25, 2025
Simon Property
▲ 69.73%
3
Close
Aug 25, 2025
Annaly Capital
0.48%
▲ 8.86%
5
Open
Jun 06, 2025
Trinity Capital
▲ 8.99%
5
Close
Jun 06, 2025
FS KKR Capital
▲ 8.13%
7
Close
Jun 03, 2025
Altria Group
10.44%
▲ 20.90%
17
Sell
May 22, 2025
Federal Realty
▼ 1.11%
7
Close
May 07, 2025