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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #403,380 out of 788,370 TipRanks' Investors
Success Rate
46%
150 out of 323
profitable transactions
Average Return
6.48%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.98% OKE
9.47% MO
9.03% PM
8.08% XOM
6.31% JEPI
57.13% Others
By Assets
88.53% Stocks
11.47% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
24.14% Energy
20.51% Financial
18.50% Consumer Defensive
17.60% Utilities
11.47% General
7.78% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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3ess98c8hr1
3ess98c8hr1
premium
3ess98c8hr1
premium
3ess98c8hr1
3ess98c8hr1
3ess98c8hr1
w4bn1go18qb
w4bn1go18qb
w4bn1go18qb
premium
w4bn1go18qb
premium
w4bn1go18qb
w4bn1go18qb
w4bn1go18qb
ut9flng4jh
ut9flng4jh
ut9flng4jh
premium
ut9flng4jh
premium
ut9flng4jh
ut9flng4jh
ut9flng4jh
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r32ysg
premium
r32ysg
premium
r32ysg
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premium
h82wjkzg
premium
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tu6ev7dswkc
tu6ev7dswkc
premium
tu6ev7dswkc
premium
tu6ev7dswkc
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tu6ev7dswkc
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ql53ojraxq
ql53ojraxq
premium
ql53ojraxq
premium
ql53ojraxq
ql53ojraxq
ql53ojraxq
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xg2nj5qf09
xg2nj5qf09
premium
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premium
xg2nj5qf09
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xg2nj5qf09
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premium
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premium
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premium
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MO
Altria Group
$55.05
$0.72
(1.33%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$92.08B
34.60%
XOM
Exxon Mobil
$110.69
$1.31
(1.17%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$485.98B
5.66%
CSWC
Capital Southwest
$23.26
$0.35
(1.48%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.19B
-1.31%
ARCC
Ares Capital
$23.28
$0.12
(0.51%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.71B
15.76%
DUK
Duke Energy
$115.55
$2.39
(2.11%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$87.81B
25.42%
OKE
Oneok
$98.10
$0.53
(0.54%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$61.54B
33.07%
PDI
PIMCO Dynamic
$19.56
$0.04
(0.2%)
premium
premium
1.40%
ABBV
AbbVie
$202.08
$1.2
(0.6%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$354.62B
14.33%
CVX
Chevron
$156.92
$1.87
(1.18%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$285.36B
0.96%
PM
Philip Morris
$154.40
$2.83
(1.87%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$235.67B
69.32%
PRU
Prudential Financial
$109.50
$1.63
(1.47%)
premium
1 Buy
9 Hold
1 Sell
Hold
premium
$39.34B
1.09%
UVV
Universal
$53.26
$0.16
(0.3%)
premium
premium
$1.31B
8.12%
SO
Southern Co
$88.40
$0.58
(0.66%)
premium
2 Buy
7 Hold
1 Sell
Hold
premium
$96.22B
31.39%
FSK
FS KKR Capital
$23.71
$0.04
(0.17%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$6.65B
17.55%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.13
$0.58
(0.97%)
premium
1K Buy
568 Hold
50 Sell
Moderate Buy
premium
$39.72B
4.17%
OMF
OneMain Holdings
$54.17
$1.83
(3.27%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$6.68B
16.49%
SAR
Saratoga Investment
$25.96
$0.32
(1.25%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$367.84M
8.60%
MLPA
MLPA
< ETF >
Global X MLP ETF
$53.18
$0.65
(1.21%)
premium
51 Buy
28 Hold
12 Sell
Hold
premium
$1.86B
15.07%
SPG
Simon Property
$183.80
$2.91
(1.56%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$70.10B
23.23%
FDUS
Fidus Investment
$23.06
$0.18
(0.77%)
premium
premium
$788.18M
16.23%
AEP
American Electric Power
$105.33
$0.98
(0.94%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$55.64B
28.45%
MAIN
Main Street Capital
$62.27
$0.47
(0.75%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$5.53B
36.14%
TRIN
Trinity Capital
$15.83
$0.19
(1.19%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$943.67M
11.64%
ETR
Entergy
$85.09
$0.77
(0.9%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$36.96B
67.63%
AMLP
AMLP
< ETF >
Alerian MLP ETF
$51.71
$0.53
(1.01%)
premium
42 Buy
22 Hold
12 Sell
Moderate Buy
premium
$10.71B
13.54%
LYB
LyondellBasell
$76.96
$0.65
(0.84%)
premium
5 Buy
11 Hold
1 Sell
Hold
premium
$25.20B
-21.70%
SAFT
Safety Insurance Group
$77.75
$0.14
(0.18%)
premium
premium
$1.15B
-10.58%
TTE
TotalEnergies
$60.68
$0.94
(1.53%)
premium
1 Buy
4 Hold
0 Sell
Hold
premium
$132.52B
-5.39%