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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #440,248 out of 852,026 TipRanks' Investors
Success Rate
50%
183 out of 366
profitable transactions
Average Return
8.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.98%
6-Month Return▲ 10.25%
12-Month Return▲ 16.60%
YTD Return▲ 6.98%
Total Return▲ 55.26%

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%
▲ 9.25%
▲ 5.14%
▲ 2.87%
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
▼ 3.58%
▲ 0.19%
▲ 3.96%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.73%
Dec 2025
▲ 5.68%
▲ 1.47%
▲ 6.98%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 2.87%
▲ 7.60%▲ 2.30%▲ 3.00%
▲ 2.76%▲ 2.05%▲ 3.31%
▲ 12.88%▲ 3.56%▼ 1.80%
▲ 10.96%▲ 2.38%▼ 3.71%
▼ 3.58%▲ 0.19%▲ 3.96%
▼ 0.10%▲ 0.08%▲ 0.73%
▲ 5.68%▲ 1.47%▲ 6.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
▲ 4.34%
6
Close
Jan 30, 2026
Kimberly Clark
0.3%
▲ 7.43%
4
Open
Jan 28, 2026
Chord Energy
▲ 13.43%
2
Close
Jan 28, 2026
W. P. Carey Inc.
0.57%
▼ 7.09%
5
Open
Jan 26, 2026
Tortoise Energy Infrastructure Corp
1.76%
▲ 3.84%
2
Buy
Jan 24, 2026
Verizon
▲ 2.60%
6
Close
Jan 20, 2026
Procter & Gamble
0.69%
▲ 3.98%
1
Open
Jan 20, 2026
Realty Income
0.17%
▼ 2.00%
9
Open
Jan 16, 2026
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
0.66%
▲ 0.43%
1
Open
Dec 26, 2025
ClearBridge Energy Midstream Opportunity Fund Inc
▲ 1.64%
2
Close
Dec 15, 2025
Trinity Capital
1.18%
▲ 10.61%
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
Alexandria Equities
▼ 17.91%
6
Close
Oct 31, 2025
T Rowe Price
▲ 4.85%
12
Close
Oct 28, 2025
Alerian MLP ETF
2.83%
▲ 6.91%
4
Buy
Oct 27, 2025