CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #370,193 out of 757,311 TipRanks' Investors
Success Rate
44%
123 out of 280
profitable transactions
Average Return
5.28%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.84% OKE
8.92% XOM
8.78% MO
7.35% PM
6.63% JEPI
58.48% Others
By Assets
90.58% Stocks
9.42% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.02% Energy
23.66% Financial
17.49% Utilities
16.13% Consumer Defensive
9.42% General
7.28% 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
$50.23
$0.4
(0.79%)
premium
3 Buy
2 Hold
3 Sell
Hold
premium
$86.39B
17.58%
XOM
Exxon Mobil
$116.00
$1.42
(1.24%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$509.06B
-2.34%
CSWC
Capital Southwest
$25.42
$0.14
(0.55%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.18B
11.41%
ARCC
Ares Capital
$20.75
$0.41
(2.02%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$12.82B
5.12%
DUK
Duke Energy
$115.14
$0.74
(0.64%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$89.48B
23.49%
OKE
Oneok
$93.77
$0.13
(0.14%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$54.84B
38.54%
PDI
PIMCO Dynamic
$19.62
$0.12
(0.62%)
premium
premium
10.79%
ABBV
AbbVie
$193.62
$0.68
(0.35%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$340.80B
25.70%
CVX
Chevron
$144.99
$1.03
(0.72%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$263.29B
-13.90%
PM
Philip Morris
$119.74
$1.22
(1.01%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$188.07B
24.29%
PRU
Prudential Financial
$121.80
$2.36
(1.98%)
premium
2 Buy
9 Hold
0 Sell
Hold
premium
$42.64B
20.74%
UVV
Universal
$52.90
$0.81
(1.56%)
premium
premium
$1.29B
8.48%
SO
Southern Co
$88.86
$0.15
(0.17%)
premium
2 Buy
7 Hold
1 Sell
Hold
premium
$97.43B
25.52%
FSK
FS KKR Capital
$19.77
$0.13
(0.66%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$5.50B
-2.00%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.21
$0.36
(0.61%)
premium
1K Buy
563 Hold
54 Sell
Moderate Buy
premium
$35.41B
6.67%
OMF
OneMain Holdings
$50.15
$1.89
(3.92%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$5.78B
18.87%
MLPA
MLPA
< ETF >
Global X MLP ETF
$47.99
$0.17
(0.35%)
premium
37 Buy
31 Hold
7 Sell
Hold
premium
$1.58B
7.52%
HTGC
Hercules Capital
$19.57
$0.11
(0.57%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.16B
17.65%
SPG
Simon Property
$167.06
$2.71
(1.65%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$61.61B
43.84%
FDUS
Fidus Investment
$19.60
$0.17
(0.86%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$674.50M
7.51%
PSX
Phillips 66
$132.55
$2.24
(1.72%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$54.54B
8.39%
AEP
American Electric Power
$101.74
$1.48
(1.43%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$54.93B
28.93%
MAIN
Main Street Capital
$50.40
$0.23
(0.46%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.37B
23.06%
TRIN
Trinity Capital
$14.12
$0.09
(0.64%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$748.79M
-5.84%
C
Citigroup
$63.02
$3.12
(5.21%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$114.28B
40.35%
ETR
Entergy
$127.68
$0.93
(0.72%)
premium
7 Buy
2 Hold
1 Sell
Moderate Buy
premium
$27.50B
30.62%
BXSL
Blackstone Secured Lending Fund
$30.52
$0.37
(1.23%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.06B
6.61%
TRMD
Torm
$36.44
$0.39
(1.08%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.46B
38.97%