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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #418,575 out of 775,923 TipRanks' Investors
Success Rate
44%
135 out of 307
profitable transactions
Average Return
4.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.41%
6-Month Return▲ 7.87%
12-Month Return▲ 19.82%
YTD Return▲ 19.65%
Total Return▲ 27.22%

Best Trade

Opened at
Closed at
Gain▲ 129.20%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.47%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.27%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.09%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.81%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.49%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.89%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 6.42%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.47%
▼ 2.25%▲ 3.53%▲ 1.27%
▲ 25.71%▲ 1.21%▲ 4.44%
▼ 4.22%▲ 2.34%▲ 2.09%
▲ 7.82%▲ 2.10%▲ 0.81%
▲ 5.38%▼ 0.89%▲ 0.49%
▲ 43.22%▲ 5.96%▲ 4.89%
▲ 3.34%▼ 1.56%▼ 6.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Annaly Capital
0%
▲ 2.40%
3
Open
Dec 18, 2024
Prologis
▼ 6.38%
2
Close
Dec 17, 2024
Imperial Brands
▼ 0.14%
2
Close
Dec 12, 2024
OGE Energy
0%
▼ 2.47%
1
Open
Dec 11, 2024
United Parcel
▼ 0.93%
2
Close
Dec 09, 2024
Blue Owl Capital
0.08%
▼ 0.65%
2
Buy
Dec 02, 2024
Hercules Capital
▼ 2.48%
8
Close
Nov 29, 2024
Phillips 66
▼ 0.43%
5
Close
Nov 22, 2024
Alerian MLP ETF
0.81%
▼ 4.19%
1
Open
Nov 22, 2024
PIMCO Dynamic
3.64%
▲ 13.71%
11
Sell
Nov 21, 2024
Realty Income
▼ 6.83%
8
Close
Nov 18, 2024
EPR Properties
0.17%
▼ 1.50%
5
Open
Nov 15, 2024
VICI Properties
0.16%
▼ 6.71%
1
Open
Nov 14, 2024
NexPoint Real Estate ate Finance
0.34%
▲ 8.24%
2
Buy
Nov 08, 2024
Torm
▼ 23.06%
3
Close
Nov 06, 2024
OneMain Holdings
2.48%
▲ 25.62%
3
Buy
Nov 04, 2024
Fidus Investment
1.73%
▲ 15.07%
3
Buy
Nov 04, 2024
Global X MLP ETF
3.04%
▲ 14.06%
2
Buy
Nov 01, 2024
Altria Group
9.87%
▲ 12.34%
15
Buy
Oct 20, 2024
Oneok
10.81%
▲ 27.17%
11
Buy
Oct 20, 2024