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CS INCOME - New Portfolio

PerformancePortfolio Details

David Jones

CS INCOME
Individual Investor
Ranked #412,224 out of 780,819 TipRanks' Investors
Success Rate
46%
142 out of 312
profitable transactions
Average Return
5.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.99%
6-Month Return▲ 6.91%
12-Month Return▲ 24.30%
YTD Return▲ 2.59%
Total Return▲ 32.36%

Best Trade

AssetIron Mountain (IRM)
Opened at
Closed at
Gain▲ 129.20%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.27%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.09%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.80%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.58%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.88%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.18%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.59%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.27%
▲ 8.13%▲ 1.21%▲ 4.44%
▼ 13.14%▲ 2.34%▲ 2.09%
▲ 2.93%▲ 2.10%▲ 0.80%
▲ 10.00%▼ 0.89%▲ 0.58%
▲ 26.04%▲ 5.96%▲ 4.88%
▲ 5.93%▼ 2.41%▼ 5.18%
▲ 9.79%▲ 0.95%▲ 2.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EPR
EPR Properties
―
▲ 0.45%
6
Close
Jan 15, 2025
HTGC
Hercules Capital
0.03%
▼ 1.56%
9
Open
Jan 15, 2025
GSBD
Goldman Sachs BDC
―
▲ 3.19%
2
Close
Jan 15, 2025
OGE
OGE Energy
―
▼ 1.86%
2
Close
Jan 08, 2025
NXG
NexgenRx
―
▼ 3.64%
2
Close
Dec 31, 2024
BIZD
VanEck BDC Income ETF
―
▲ 1.82%
2
Close
Dec 30, 2024
VICI
VICI Properties
―
▼ 6.23%
2
Close
Dec 27, 2024
DOW
Dow Inc
0%
▼ 0.75%
3
Open
Dec 23, 2024
NLY
Annaly Capital
―
▲ 2.19%
4
Close
Dec 23, 2024
PLD
Prologis
―
▼ 6.38%
2
Close
Dec 17, 2024
IMBBY
Imperial Brands
―
▼ 0.14%
2
Close
Dec 12, 2024
UPS
United Parcel
―
▼ 0.93%
2
Close
Dec 09, 2024
OBDC
Blue Owl Capital
0.08%
▼ 0.16%
2
Buy
Dec 02, 2024
PSX
Phillips 66
―
▼ 0.43%
5
Close
Nov 22, 2024
AMLP
Alerian MLP ETF
1.42%
▲ 3.73%
1
Open
Nov 22, 2024
PDI
PIMCO Dynamic
3.03%
▲ 17.09%
11
Sell
Nov 21, 2024
O
Realty Income
―
▼ 6.10%
8
Close
Nov 18, 2024
NREF
NexPoint Real Estate ate Finance
0.32%
▲ 5.11%
2
Buy
Nov 08, 2024
TRMD
Torm
―
▼ 23.06%
3
Close
Nov 06, 2024
OMF
OneMain Holdings
2.7%
▲ 32.47%
3
Buy
Nov 04, 2024