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CS INCOME - New Portfolio
David Jones
CS INCOMEIndividual Investor
Ranked #349,316 out of 793,835 TipRanks' Investors
Success Rate
155 out of 330
profitable transactions
profitable transactions
Average Return
6.34%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.95%
6-Month Return▲ 6.80%
12-Month Return▲ 19.11%
YTD Return▲ 6.66%
Total Return▲ 37.51%
Best Trade
Bio
Davey Jones Locker investing in dividend paying stocks only
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.10%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.81%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.61%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.85%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.28%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.35%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.19%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 0.95%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.10%
▲ 2.93%▲ 2.10%▲ 0.81%
▲ 10.00%▼ 0.89%▲ 0.61%
▲ 26.01%▲ 5.96%▲ 4.85%
▲ 5.33%▼ 2.41%▼ 5.28%
▲ 5.89%▲ 2.69%▲ 3.35%
▼ 12.86%▼ 1.27%▲ 4.19%
▲ 3.73%▼ 4.27%▼ 0.95%
Recent Activity
Morgan Stanley Direct Lending Fund
―
▲ 2.48%
2
Close
Mar 26, 2025
Crescent Capital BDC
―
▲ 5.95%
2
Close
Mar 26, 2025
T Rowe Price
―
▼ 0.73%
8
Close
Mar 20, 2025
Alexandria Equities
0.08%
▼ 1.42%
1
Open
Mar 20, 2025
Federal Realty
0.2%
▼ 0.78%
6
Buy
Mar 17, 2025
TotalEnergies
―
▲ 0.52%
2
Close
Mar 13, 2025
Coca-Cola
―
▼ 0.06%
3
Close
Feb 28, 2025
Safety Insurance Group
―
▼ 1.89%
2
Close
Feb 28, 2025
NXG NextGen Infrastructure Income Fund of Benef Interest
―
▼ 1.81%
2
Close
Feb 20, 2025
Conocophillips
―
▲ 2.05%
2
Close
Feb 19, 2025
Hercules Capital
―
▼ 0.54%
10
Close
Feb 18, 2025
Saratoga Investment
0.21%
▼ 1.10%
4
Buy
Feb 14, 2025
Dow Inc
―
▼ 0.50%
6
Close
Feb 11, 2025
NexPoint Real Estate ate Finance
―
▲ 4.50%
3
Close
Jan 27, 2025
Blue Owl Capital
―
▼ 0.56%
3
Close
Jan 25, 2025
LyondellBasell
1.31%
▼ 7.99%
2
Buy
Jan 23, 2025
EPR Properties
―
▲ 0.45%
6
Close
Jan 15, 2025
Goldman Sachs BDC
―
▲ 3.19%
2
Close
Jan 15, 2025
OGE Energy
―
▼ 1.86%
2
Close
Jan 08, 2025
NexgenRx
―
▼ 3.64%
2
Close
Dec 31, 2024