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CS INCOME
- New Portfolio
Performance
Portfolio Details
David Jones
CS INCOME
Individual Investor
Ranked #370,193 out of 757,311 TipRanks' Investors
Success Rate
44%
123 out of 280
profitable transactions
Average Return
5.28%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 2.72%
6-Month Return
▲ 13.22%
12-Month Return
▲ 24.07%
YTD Return
▲ 20.29%
Total Return
▲ 27.90%
Best Trade
Asset
Iron Mountain (IRM)
Opened at
Jul 22, 2022
Closed at
Jul 22, 2024
Gain
▲ 129.20%
Bio
Davey Jones Locker investing in dividend paying stocks only
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.76%
0
-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.91%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.74%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.48%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.27%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.46%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.10%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.09%
Sep 2024
TipRanks Average
S&P 500
Investor Portfolio
▲ 14.08%
▲ 5.22%
▲ 1.91%
▲ 5.05%
▲ 3.27%
▲ 5.74%
▼ 12.40%
▼ 4.03%
▲ 0.18%
▲ 11.46%
▲ 5.06%
▲ 2.48%
▼ 2.25%
▲ 3.53%
▲ 1.27%
▲ 25.76%
▲ 1.21%
▲ 4.46%
▼ 4.21%
▲ 2.34%
▲ 2.10%
▲ 2.65%
▼ 0.40%
▼ 0.09%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
XOM
Exxon Mobil
8.92%
▲ 8.47%
7
Buy
Jul 22, 2024
IRM
Iron Mountain
―
▲ 117.36%
5
Close
Jul 22, 2024
CVX
Chevron
5.93%
▼ 9.22%
2
Buy
Jul 22, 2024
PSX
Phillips 66
0.65%
▼ 3.32%
3
Open
Jul 22, 2024
HTGC
Hercules Capital
0.06%
▼ 1.86%
6
Open
Jul 09, 2024
SYY
Sysco
―
▼ 0.55%
2
Close
Jul 09, 2024
KMB
Kimberly Clark
―
▲ 14.40%
3
Close
Jul 02, 2024
MO
Altria Group
8.78%
▲ 8.65%
14
Buy
Jun 13, 2024
PDO
PIMCO Dynamic Income Opportunities
―
▲ 12.71%
4
Close
Jun 13, 2024
BKH
Black Hills
―
▼ 1.46%
2
Close
Jun 10, 2024
TRIN
Trinity Capital
0.51%
▲ 0.33%
3
Open
Jun 03, 2024
TRMD
Torm
0.68%
▲ 3.18%
1
Open
May 14, 2024
PFE
Pfizer
―
▲ 3.06%
4
Close
May 09, 2024
FRT
Federal Realty
―
▼ 0.57%
4
Close
May 06, 2024
SPG
Simon Property
1.19%
▲ 52.41%
2
Sell
May 03, 2024
MMM
3M
―
▲ 16.00%
3
Close
May 02, 2024
FSK
FS KKR Capital
0.28%
▲ 2.30%
5
Open
May 01, 2024
BMY
Bristol-Myers Squibb
―
▼ 5.56%
4
Close
Apr 22, 2024
EPR
EPR Properties
―
▼ 1.47%
4
Close
Apr 16, 2024
BTI
British American Tobacco
―
▼ 5.70%
11
Close
Apr 08, 2024
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