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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #414,523 out of 781,066 TipRanks' Investors
Success Rate
46%
143 out of 312
profitable transactions
Average Return
5.65%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.51% OKE
9.26% MO
8.51% XOM
7.38% PM
6.49% CVX
56.85% Others
By Assets
88.83% Stocks
11.17% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.50% Energy
21.47% Financial
17.38% Utilities
16.64% Consumer Defensive
11.17% General
6.84% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MO
Altria Group
$51.86
$0.7
(1.37%)
premium
4 Buy
2 Hold
2 Sell
Hold
premium
$86.71B
25.58%
XOM
Exxon Mobil
$112.32
$1
(0.9%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$489.26B
14.79%
CSWC
Capital Southwest
$22.49
$0.03
(0.13%)
premium
0 Buy
5 Hold
0 Sell
Hold
premium
$1.07B
-11.16%
ARCC
Ares Capital
$23.18
$0.18
(0.78%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$14.86B
13.41%
DUK
Duke Energy
$109.26
$0.2
(0.18%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$84.25B
13.98%
OKE
Oneok
$108.96
$0.3
(0.28%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$63.48B
52.93%
PDI
PIMCO Dynamic
$19.00
$0.03
(0.16%)
premium
premium
1.88%
ABBV
AbbVie
$171.56
$2.14
(1.23%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$306.95B
5.06%
CVX
Chevron
$161.47
$2.09
(1.31%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$286.42B
13.86%
PM
Philip Morris
$121.59
$1.79
(1.49%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$186.27B
28.55%
PRU
Prudential Financial
$119.01
$0.61
(0.52%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$42.15B
16.26%
UVV
Universal
$51.03
$0.43
(0.85%)
premium
premium
$1.25B
-12.60%
SO
Southern Co
$83.90
$0.01
(0.01%)
premium
3 Buy
7 Hold
1 Sell
Hold
premium
$91.92B
22.00%
FSK
FS KKR Capital
$22.26
$0.1
(0.45%)
premium
0 Buy
7 Hold
0 Sell
Hold
premium
$6.21B
8.11%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.50
$0.25
(0.43%)
premium
3K Buy
1K Hold
102 Sell
Strong Buy
premium
$37.92B
5.96%
OMF
OneMain Holdings
$54.75
$0.01
(0.02%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.53B
23.53%
DOW
Dow Inc
$41.04
$0.17
(0.42%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$28.61B
-21.98%
MLPA
MLPA
< ETF >
Global X MLP ETF
$52.95
$0.21
(0.4%)
premium
44 Buy
32 Hold
12 Sell
Moderate Buy
premium
$1.79B
17.23%
HTGC
Hercules Capital
$20.75
$0.08
(0.39%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.46B
22.09%
SPG
Simon Property
$174.14
$1.43
(0.83%)
premium
3 Buy
10 Hold
0 Sell
Hold
premium
$64.85B
21.77%
FDUS
Fidus Investment
$21.70
$0.08
(0.37%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$733.23M
9.93%
AEP
American Electric Power
$97.25
$0.43
(0.44%)
premium
4 Buy
7 Hold
1 Sell
Hold
premium
$51.56B
23.81%
MAIN
Main Street Capital
$60.04
$0.44
(0.73%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$5.33B
37.92%
TRIN
Trinity Capital
$14.61
$0.09
(0.61%)
premium
2 Buy
1 Hold
1 Sell
Hold
premium
$865.92M
2.81%
ETR
Entergy
$81.99
$0.68
(0.84%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$34.87B
65.87%
NREF
NexPoint Real Estate ate Finance
$15.67
$0.23
(1.49%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$269.60M
1.31%
OBDC
Blue Owl Capital
$14.84
$0.06
(0.4%)
premium
4 Buy
0 Hold
2 Sell
Moderate Buy
premium
$7.61B
-0.20%
AMLP
AMLP
< ETF >
Alerian MLP ETF
$51.71
$0.23
(0.45%)
premium
44 Buy
30 Hold
12 Sell
Moderate Buy
premium
$10.36B
18.89%