CS INCOME - New Portfolio

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

Opened at
Closed at
Gain▲ 129.20%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

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 AverageS&P 500Investor 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
Exxon Mobil
8.92%
▲ 8.47%
7
Buy
Jul 22, 2024
Iron Mountain
▲ 117.36%
5
Close
Jul 22, 2024
Chevron
5.93%
▼ 9.22%
2
Buy
Jul 22, 2024
Phillips 66
0.65%
▼ 3.32%
3
Open
Jul 22, 2024
Hercules Capital
0.06%
▼ 1.86%
6
Open
Jul 09, 2024
Sysco
▼ 0.55%
2
Close
Jul 09, 2024
Kimberly Clark
▲ 14.40%
3
Close
Jul 02, 2024
Altria Group
8.78%
▲ 8.65%
14
Buy
Jun 13, 2024
PIMCO Dynamic Income Opportunities
▲ 12.71%
4
Close
Jun 13, 2024
Black Hills
▼ 1.46%
2
Close
Jun 10, 2024
Trinity Capital
0.51%
▲ 0.33%
3
Open
Jun 03, 2024
Torm
0.68%
▲ 3.18%
1
Open
May 14, 2024
Pfizer
▲ 3.06%
4
Close
May 09, 2024
Federal Realty
▼ 0.57%
4
Close
May 06, 2024
Simon Property
1.19%
▲ 52.41%
2
Sell
May 03, 2024
3M
▲ 16.00%
3
Close
May 02, 2024
FS KKR Capital
0.28%
▲ 2.30%
5
Open
May 01, 2024
Bristol-Myers Squibb
▼ 5.56%
4
Close
Apr 22, 2024
EPR Properties
▼ 1.47%
4
Close
Apr 16, 2024
British American Tobacco
▼ 5.70%
11
Close
Apr 08, 2024