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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #464,511 out of 831,094 TipRanks' Investors
Success Rate
48%
172 out of 357
profitable transactions
Average Return
7.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.71%
6-Month Return▲ 8.65%
12-Month Return▲ 8.15%
YTD Return▲ 12.12%
Total Return▲ 44.54%

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%
▲ 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
▲ 10.96%
▲ 2.38%
▼ 3.71%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 3.98%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 0.29%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 10.96%▲ 2.38%▼ 3.71%
▼ 3.44%▲ 0.19%▲ 3.98%
▲ 0.26%▲ 0.07%▲ 0.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vail Resorts
▼ 8.61%
2
Close
Dec 01, 2025
Blackstone Secured Lending Fund
▲ 4.19%
4
Close
Nov 28, 2025
ClearBridge Energy Midstream Opportunity Fund Inc
0.16%
▲ 4.42%
1
Open
Nov 17, 2025
Tortoise Energy Infrastructure Corp
0.54%
▼ 1.46%
1
Open
Nov 14, 2025
Alexandria Equities
▼ 17.91%
6
Close
Oct 31, 2025
T Rowe Price
▲ 4.85%
12
Close
Oct 28, 2025
Alerian MLP ETF
2.04%
▲ 3.38%
4
Buy
Oct 27, 2025
Oneok
8.95%
▲ 12.69%
12
Buy
Oct 15, 2025
OneMain Holdings
3.95%
▲ 59.18%
4
Buy
Oct 15, 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
0.7%
▲ 6.97%
1
Open
Sep 09, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
▲ 0.91%
2
Close
Sep 04, 2025
Exxon Mobil
8.64%
▲ 12.72%
8
Buy
Aug 25, 2025
NVE
▲ 20.00%
12
Close
Aug 25, 2025
Simon Property
▲ 69.73%
3
Close
Aug 25, 2025
Annaly Capital
0.49%
▲ 10.96%
5
Open
Jun 06, 2025
Trinity Capital
▲ 8.99%
5
Close
Jun 06, 2025