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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #444,620 out of 809,067 TipRanks' Investors
Success Rate
47%
159 out of 342
profitable transactions
Average Return
6.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.91%
6-Month Return▲ 6.71%
12-Month Return▲ 14.67%
YTD Return▲ 9.89%
Total Return▲ 41.67%

Best Trade

Opened at
Closed at
Gain▲ 129.20%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

18.34%0-18.34%
▲ 5.10%
▼ 2.41%
▼ 5.28%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.29%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.19%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.15%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 6.00%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.78%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.86%
Jun 2025
▲ 18.34%
▲ 1.57%
▲ 2.90%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.28%
▲ 6.03%▲ 2.69%▲ 3.29%
▼ 12.86%▼ 1.27%▲ 4.19%
▼ 1.80%▼ 5.57%▼ 0.15%
▲ 1.84%▼ 0.87%▼ 6.00%
▲ 12.20%▲ 6.28%▲ 2.78%
▲ 6.24%▲ 5.14%▲ 2.86%
▲ 18.34%▲ 1.57%▲ 2.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Annaly Capital
0.24%
▲ 4.18%
5
Open
Jun 06, 2025
Trinity Capital
▲ 8.99%
5
Close
Jun 06, 2025
Alerian MLP ETF
0.18%
▲ 2.72%
3
Open
Jun 04, 2025
FS KKR Capital
▲ 8.13%
7
Close
Jun 03, 2025
T Rowe Price
0.07%
▲ 5.68%
10
Open
Jun 02, 2025
Alexandria Equities
▼ 13.41%
4
Close
Jun 02, 2025
Altria Group
10.33%
▲ 20.27%
17
Sell
May 22, 2025
NVE
1.38%
▲ 22.47%
11
Open
May 14, 2025
Federal Realty
▼ 1.11%
7
Close
May 07, 2025
Chord Energy
2.19%
▲ 19.68%
1
Open
May 07, 2025
Dow Inc
▲ 0.80%
8
Close
Apr 23, 2025
Phillips 66
0.63%
▲ 5.60%
6
Open
Apr 23, 2025
Capital Southwest
2.93%
▲ 56.11%
12
Buy
Apr 17, 2025
LyondellBasell
▼ 25.28%
3
Close
Apr 15, 2025
Tpg Re Finance
▼ 11.90%
2
Close
Apr 09, 2025
Morgan Stanley Direct Lending Fund
▲ 2.48%
2
Close
Mar 26, 2025
Crescent Capital BDC
▲ 5.95%
2
Close
Mar 26, 2025
TotalEnergies
▲ 0.52%
2
Close
Mar 13, 2025
Coca-Cola
▼ 0.08%
3
Close
Feb 28, 2025
Safety Insurance Group
▼ 1.89%
2
Close
Feb 28, 2025