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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #468,857 out of 836,051 TipRanks' Investors
Success Rate
48%
173 out of 359
profitable transactions
Average Return
7.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.35%
6-Month Return▲ 4.10%
12-Month Return▲ 15.32%
YTD Return▲ 1.54%
Total Return▲ 47.32%

Best Trade

Opened at
Closed at-
Gain▲ 143.60%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

12.88%0-12.88%
▲ 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
▼ 3.57%
▲ 0.19%
▲ 3.98%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.67%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 1.54%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.57%▲ 0.19%▲ 3.98%
▼ 0.10%▲ 0.08%▲ 0.67%
▲ 1.08%▲ 1.11%▲ 1.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
▲ 51.56%
5
Close
Jan 06, 2026
Annaly Capital
▲ 11.73%
6
Close
Jan 06, 2026
Fidus Investment
▲ 21.43%
5
Close
Dec 26, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
0.34%
▼ 0.27%
1
Open
Dec 26, 2025
ClearBridge Energy Midstream Opportunity Fund Inc
▲ 1.65%
2
Close
Dec 15, 2025
Trinity Capital
1.13%
▲ 7.66%
6
Open
Dec 10, 2025
Saratoga Investment
▼ 0.94%
5
Close
Dec 05, 2025
Vail Resorts
▼ 8.61%
2
Close
Dec 01, 2025
Blackstone Secured Lending Fund
▲ 4.19%
4
Close
Nov 28, 2025
Tortoise Energy Infrastructure Corp
1.55%
▼ 4.94%
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
2.23%
▲ 3.33%
4
Buy
Oct 27, 2025
Oneok
8.59%
▲ 10.71%
12
Buy
Oct 15, 2025
OneMain Holdings
4.31%
▲ 74.54%
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
0.81%
▲ 7.22%
1
Open
Sep 09, 2025