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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #403,380 out of 788,370 TipRanks' Investors
Success Rate
46%
150 out of 323
profitable transactions
Average Return
6.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.17%
6-Month Return▲ 9.97%
12-Month Return▲ 27.26%
YTD Return▲ 6.68%
Total Return▲ 37.39%

Best Trade

Opened at
Closed at
Gain▲ 129.20%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.10%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.81%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.58%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.84%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.34%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.29%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 3.29%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.44%
▼ 13.14%▲ 2.34%▲ 2.10%
▲ 2.93%▲ 2.10%▲ 0.81%
▲ 9.99%▼ 0.89%▲ 0.58%
▲ 26.03%▲ 5.96%▲ 4.84%
▲ 5.97%▼ 2.41%▼ 5.34%
▲ 5.25%▲ 2.69%▲ 3.29%
▼ 9.08%▲ 1.42%▲ 3.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
T Rowe Price
▼ 0.53%
6
Close
Feb 20, 2025
NXG NextGen Infrastructure Income Fund of Benef Interest
▼ 1.81%
2
Close
Feb 20, 2025
Safety Insurance Group
0%
▲ 0.18%
1
Open
Feb 20, 2025
TotalEnergies
0%
▼ 1.53%
1
Open
Feb 20, 2025
Conocophillips
▲ 2.05%
2
Close
Feb 19, 2025
Hercules Capital
▼ 0.54%
10
Close
Feb 18, 2025
Saratoga Investment
0.15%
▼ 1.12%
4
Buy
Feb 14, 2025
Dow Inc
▲ 0.05%
6
Close
Feb 11, 2025
NexPoint Real Estate ate Finance
▲ 4.50%
3
Close
Jan 27, 2025
Blue Owl Capital
▼ 0.56%
3
Close
Jan 25, 2025
LyondellBasell
0.52%
▼ 0.52%
2
Buy
Jan 23, 2025
EPR Properties
▲ 0.45%
6
Close
Jan 15, 2025
Goldman Sachs BDC
▲ 3.19%
2
Close
Jan 15, 2025
OGE Energy
▼ 1.86%
2
Close
Jan 08, 2025
NexgenRx
▼ 3.64%
2
Close
Dec 31, 2024
VanEck BDC Income ETF
▲ 1.82%
2
Close
Dec 30, 2024
VICI Properties
▼ 6.23%
2
Close
Dec 27, 2024
Annaly Capital
▲ 2.19%
4
Close
Dec 23, 2024
Prologis
▼ 6.38%
2
Close
Dec 17, 2024
Imperial Brands
▼ 0.37%
2
Close
Dec 12, 2024