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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:

Allocation

Top Stocks
11.81% OKE
9.69% MO
8.84% XOM
7.54% PM
6.50% UVV
55.62% Others
By Assets
89.94% Stocks
10.06% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.92% Energy
21.24% Financial
17.49% Utilities
17.23% Consumer Defensive
10.06% General
7.06% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
2jtx51y2umy
premium
2jtx51y2umy
2jtx51y2umy
2jtx51y2umy
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premium
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dciv28c37qw
premium
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dciv28c37qw
dciv28c37qw
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premium
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premium
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dtqdbdgix3s
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premium
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premium
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premium
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premium
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291drkvgqcx
291drkvgqcx
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i23dncd7i5c
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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MO
Altria Group
$56.73
$0.7
(1.25%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$94.96B
36.03%
XOM
Exxon Mobil
$121.79
$0.14
(0.11%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$535.89B
17.23%
CSWC
Capital Southwest
$23.29
$0.32
(1.39%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$1.10B
2.45%
ARCC
Ares Capital
$22.02
$0.24
(1.1%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.07B
9.78%
DUK
Duke Energy
$114.70
$0.16
(0.14%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$88.73B
27.11%
OKE
Oneok
$117.05
$0.3
(0.26%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$68.20B
75.14%
PDI
PIMCO Dynamic
$19.27
$0.08
(0.42%)
premium
premium
9.03%
ABBV
AbbVie
$176.95
$5.22
(3.04%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$303.47B
24.02%
CVX
Chevron
$162.36
$0.73
(0.45%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$290.46B
11.99%
PM
Philip Morris
$129.99
$1.22
(0.93%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$204.01B
39.85%
PRU
Prudential Financial
$127.89
$1.63
(1.29%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$44.95B
32.74%
UVV
Universal
$57.09
$1.41
(2.53%)
premium
premium
$1.37B
0.87%
SO
Southern Co
$87.60
$0.54
(0.61%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$96.57B
26.66%
FSK
FS KKR Capital
$21.77
$0.23
(1.07%)
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.03B
8.62%
EPR
EPR Properties
$45.02
$0.22
(0.49%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
$3.39B
-0.73%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$60.16
$0.25
(0.42%)
premium
1K Buy
608 Hold
49 Sell
Moderate Buy
premium
$36.93B
9.77%
OMF
OneMain Holdings
$56.60
$1.03
(1.85%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.63B
44.15%
MLPA
MLPA
< ETF >
Global X MLP ETF
$50.89
$0.575
(1.14%)
premium
35 Buy
27 Hold
10 Sell
Hold
premium
$1.65B
9.78%
HTGC
Hercules Capital
$18.76
$0.23
(1.24%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.01B
19.16%
SPG
Simon Property
$181.14
$0.66
(0.36%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$68.26B
50.12%
FDUS
Fidus Investment
$20.97
$0.2
(0.96%)
premium
premium
$704.41M
5.81%
AEP
American Electric Power
$97.59
$0.49
(0.5%)
premium
5 Buy
5 Hold
2 Sell
Hold
premium
$52.23B
25.34%
MAIN
Main Street Capital
$53.97
$0.79
(1.49%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.69B
29.17%
TRIN
Trinity Capital
$14.34
$0.08
(0.56%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$840.00M
-3.71%
ETR
Entergy
$151.06
$0.49
(0.32%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$32.49B
49.77%
UPS
United Parcel
$134.82
$3.45
(2.63%)
premium
11 Buy
5 Hold
2 Sell
Moderate Buy
premium
$112.11B
-12.86%
NREF
NexPoint Real Estate ate Finance
$17.11
$0.08
(0.47%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$297.36M
9.87%
VICI
VICI Properties
$32.23
$0.14
(0.43%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.12B
13.14%
AMLP
AMLP
< ETF >
Alerian MLP ETF
$49.63
$0.5
(1.02%)
premium
35 Buy
25 Hold
10 Sell
Hold
premium
$9.58B
12.69%