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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #459,581 out of 820,360 TipRanks' Investors
Success Rate
48%
168 out of 350
profitable transactions
Average Return
7.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.45%
6-Month Return▲ 4.97%
12-Month Return▲ 12.60%
YTD Return▲ 12.45%
Total Return▲ 44.97%

Best Trade

Opened at
Closed at
Gain▲ 129.20%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▲ 4.19%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.15%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.96%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.79%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.86%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 3.00%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.31%
Aug 2025
▲ 6.13%
▲ 2.88%
▼ 1.10%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 4.19%
▼ 1.80%▼ 5.57%▼ 0.15%
▲ 1.84%▼ 0.87%▼ 5.96%
▲ 12.20%▲ 6.28%▲ 2.79%
▲ 6.24%▲ 5.14%▲ 2.86%
▲ 27.92%▲ 2.30%▲ 3.00%
▲ 4.87%▲ 2.05%▲ 3.31%
▲ 6.13%▲ 2.88%▼ 1.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Starwood Property
▼ 4.51%
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
0.33%
▲ 1.92%
1
Open
Sep 09, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
▲ 0.91%
2
Close
Sep 04, 2025
Alexandria Equities
0.48%
▼ 7.73%
5
Open
Sep 02, 2025
Exxon Mobil
8.45%
▲ 11.66%
8
Buy
Aug 25, 2025
NVE
▲ 20.00%
12
Close
Aug 25, 2025
T Rowe Price
0.06%
▲ 4.17%
11
Buy
Aug 25, 2025
Simon Property
▲ 69.73%
3
Close
Aug 25, 2025
United Parcel
0.54%
▼ 2.75%
3
Open
Aug 25, 2025
Annaly Capital
0.6%
▲ 6.30%
5
Open
Jun 06, 2025
Trinity Capital
▲ 8.99%
5
Close
Jun 06, 2025
Alerian MLP ETF
1.27%
▲ 2.12%
3
Open
Jun 04, 2025
FS KKR Capital
▲ 8.13%
7
Close
Jun 03, 2025
Altria Group
11.51%
▲ 32.22%
17
Sell
May 22, 2025
Federal Realty
▼ 1.11%
7
Close
May 07, 2025
Chord Energy
2.28%
▲ 19.09%
1
Open
May 07, 2025
Dow Inc
▲ 0.80%
8
Close
Apr 23, 2025
Phillips 66
0.68%
▲ 9.27%
6
Open
Apr 23, 2025