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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #436,884 out of 816,760 TipRanks' Investors
Success Rate
48%
168 out of 349
profitable transactions
Average Return
7.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.12%
6-Month Return▲ 8.22%
12-Month Return▲ 14.81%
YTD Return▲ 13.17%
Total Return▲ 45.89%

Best Trade

Opened at
Closed at
Gain▲ 129.20%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▲ 4.19%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.15%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.96%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.79%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.86%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 3.00%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.31%
Aug 2025
▲ 0.42%
▼ 0.20%
▼ 0.47%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 4.19%
▼ 1.80%▼ 5.57%▼ 0.15%
▲ 1.84%▼ 0.87%▼ 5.96%
▲ 12.20%▲ 6.28%▲ 2.79%
▲ 6.24%▲ 5.14%▲ 2.86%
▲ 27.87%▲ 2.30%▲ 3.00%
▲ 4.87%▲ 2.05%▲ 3.31%
▲ 0.42%▼ 0.20%▼ 0.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs S&P 500 Core Premium Income ETF
▲ 0.91%
2
Close
Sep 04, 2025
PIMCO Dynamic
0.24%
▲ 28.22%
12
Sell
Sep 02, 2025
Alexandria Equities
0.29%
▼ 8.13%
5
Open
Sep 02, 2025
Exxon Mobil
8.14%
▲ 8.48%
8
Buy
Aug 25, 2025
NVE
▲ 20.00%
12
Close
Aug 25, 2025
Starwood Property
0.05%
▼ 4.28%
6
Open
Aug 25, 2025
T Rowe Price
0.06%
▲ 7.25%
11
Buy
Aug 25, 2025
Simon Property
▲ 69.73%
3
Close
Aug 25, 2025
United Parcel
0.52%
▼ 2.32%
3
Open
Aug 25, 2025
Target
0.2%
▼ 4.55%
1
Open
Aug 25, 2025
Annaly Capital
0.39%
▲ 7.68%
5
Open
Jun 06, 2025
Trinity Capital
▲ 8.99%
5
Close
Jun 06, 2025
Alerian MLP ETF
1.08%
▲ 2.72%
3
Open
Jun 04, 2025
FS KKR Capital
▲ 8.13%
7
Close
Jun 03, 2025
Altria Group
11.72%
▲ 31.97%
17
Sell
May 22, 2025
Federal Realty
▼ 1.11%
7
Close
May 07, 2025
Chord Energy
2.35%
▲ 22.45%
1
Open
May 07, 2025
Dow Inc
▲ 0.80%
8
Close
Apr 23, 2025
Phillips 66
0.65%
▲ 7.31%
6
Open
Apr 23, 2025
Capital Southwest
2.89%
▲ 55.68%
12
Buy
Apr 17, 2025