tiprankstipranks

CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #382,694 out of 769,291 TipRanks' Investors
Success Rate
48%
143 out of 300
profitable transactions
Average Return
6.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.55%
6-Month Return▲ 14.32%
12-Month Return▲ 32.99%
YTD Return▲ 25.37%
Total Return▲ 33.30%

Best Trade

Opened at
Closed at-
Gain▲ 131.01%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▲ 0.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.48%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.27%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.10%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.81%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.48%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.83%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 0.18%
▲ 11.46%▲ 5.06%▲ 2.48%
▼ 2.25%▲ 3.53%▲ 1.27%
▲ 25.72%▲ 1.21%▲ 4.44%
▼ 4.22%▲ 2.34%▲ 2.10%
▲ 7.82%▲ 2.10%▲ 0.81%
▲ 5.70%▼ 0.89%▲ 0.48%
▲ 37.60%▲ 4.40%▲ 2.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PIMCO Dynamic
3.82%
▲ 15.30%
11
Sell
Nov 21, 2024
Realty Income
▼ 5.29%
8
Close
Nov 18, 2024
EPR Properties
0.16%
▼ 0.59%
5
Open
Nov 15, 2024
VICI Properties
0.02%
▲ 3.42%
1
Open
Nov 14, 2024
NexPoint Real Estate ate Finance
0.34%
▲ 12.61%
2
Buy
Nov 08, 2024
Torm
▼ 23.06%
3
Close
Nov 06, 2024
OneMain Holdings
2.53%
▲ 34.48%
3
Buy
Nov 04, 2024
Fidus Investment
1.59%
▲ 13.31%
3
Buy
Nov 04, 2024
Global X MLP ETF
2.95%
▲ 17.50%
2
Buy
Nov 01, 2024
Altria Group
9.69%
▲ 15.12%
15
Buy
Oct 20, 2024
Oneok
11.81%
▲ 38.34%
11
Buy
Oct 20, 2024
Universal
6.5%
▲ 5.63%
4
Buy
Oct 20, 2024
FS KKR Capital
0.55%
▲ 5.26%
6
Buy
Oct 20, 2024
Hercules Capital
0.46%
▼ 3.50%
7
Buy
Oct 20, 2024
Phillips 66
▼ 1.35%
4
Buy
Oct 20, 2024
American Electric Power
1.58%
▲ 17.94%
2
Buy
Oct 20, 2024
Trinity Capital
0.56%
▲ 2.77%
4
Buy
Oct 20, 2024
Citigroup
▲ 22.55%
2
Close
Oct 20, 2024
Blackstone Secured Lending Fund
▲ 5.70%
2
Close
Oct 20, 2024
United Parcel
0.07%
▲ 1.26%
1
Open
Oct 20, 2024