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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #367,260 out of 747,498 TipRanks' Investors
Success Rate
44%
123 out of 277
profitable transactions
Average Return
4.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.76%
6-Month Return▲ 15.42%
12-Month Return▲ 19.79%
YTD Return▲ 16.18%
Total Return▲ 23.53%

Best Trade

Opened at
Closed at-
Gain▲ 123.31%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.81%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.76%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.91%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.74%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.48%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.23%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.96%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.81%
▼ 1.87%▲ 1.59%▲ 0.76%
▲ 14.08%▲ 5.22%▲ 1.91%
▲ 5.05%▲ 3.27%▲ 5.74%
▼ 12.40%▼ 4.03%▲ 0.18%
▲ 11.46%▲ 5.06%▲ 2.48%
▼ 2.25%▲ 3.53%▲ 1.23%
▲ 25.65%▲ 0.88%▲ 2.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hercules Capital
0.06%
▲ 0.10%
6
Open
Jul 09, 2024
Sysco
▼ 0.55%
2
Close
Jul 09, 2024
Kimberly Clark
▲ 14.41%
3
Close
Jul 02, 2024
Altria Group
8.94%
▲ 6.07%
14
Buy
Jun 13, 2024
PIMCO Dynamic Income Opportunities
▲ 12.71%
4
Close
Jun 13, 2024
Black Hills
▼ 1.46%
2
Close
Jun 10, 2024
Trinity Capital
0.53%
▼ 0.05%
3
Open
Jun 03, 2024
Torm
0.69%
▲ 2.84%
1
Open
May 14, 2024
Pfizer
▲ 3.06%
4
Close
May 09, 2024
Federal Realty
▼ 0.57%
4
Close
May 06, 2024
Exxon Mobil
9.22%
▲ 10.17%
6
Buy
May 03, 2024
Simon Property
1.16%
▲ 40.52%
2
Sell
May 03, 2024
3M
▲ 16.00%
3
Close
May 02, 2024
FS KKR Capital
0.3%
▲ 1.96%
5
Open
May 01, 2024
Bristol-Myers Squibb
▼ 5.56%
4
Close
Apr 22, 2024
Iron Mountain
▲ 111.77%
4
Sell
Apr 18, 2024
EPR Properties
▼ 1.47%
4
Close
Apr 16, 2024
British American Tobacco
▼ 5.70%
11
Close
Apr 08, 2024
SoLVBL Solutions
0.00%
2
Close
Apr 03, 2024
Blackstone Secured Lending Fund
0.2%
▼ 0.48%
1
Open
Mar 28, 2024