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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #385,300 out of 769,002 TipRanks' Investors
Success Rate
47%
142 out of 300
profitable transactions
Average Return
5.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.53%
6-Month Return▲ 10.50%
12-Month Return▲ 32.64%
YTD Return▲ 24.53%
Total Return▲ 32.41%

Best Trade

Opened at
Closed at
Gain▲ 129.20%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 0.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.48%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.27%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.10%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.81%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.47%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.14%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 0.18%
▲ 11.46%▲ 5.06%▲ 2.48%
▼ 2.25%▲ 3.53%▲ 1.27%
▲ 25.72%▲ 1.21%▲ 4.44%
▼ 4.22%▲ 2.34%▲ 2.10%
▲ 7.82%▲ 2.10%▲ 0.81%
▲ 5.70%▼ 0.89%▲ 0.47%
▲ 21.94%▲ 3.81%▲ 2.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
▼ 5.47%
8
Close
Nov 18, 2024
EPR Properties
0.16%
▼ 0.99%
5
Open
Nov 15, 2024
VICI Properties
0.02%
▲ 2.62%
1
Open
Nov 14, 2024
NexPoint Real Estate ate Finance
0.34%
▲ 10.63%
2
Buy
Nov 08, 2024
Torm
▼ 23.05%
3
Close
Nov 06, 2024
OneMain Holdings
2.51%
▲ 33.01%
3
Buy
Nov 04, 2024
Fidus Investment
1.58%
▲ 12.93%
3
Buy
Nov 04, 2024
Global X MLP ETF
2.93%
▲ 15.88%
2
Buy
Nov 01, 2024
Altria Group
9.67%
▲ 15.06%
15
Buy
Oct 20, 2024
Oneok
11.81%
▲ 35.93%
11
Buy
Oct 20, 2024
PIMCO Dynamic
3.82%
▲ 15.26%
10
Sell
Oct 20, 2024
Universal
6.42%
▲ 4.55%
4
Buy
Oct 20, 2024
FS KKR Capital
0.55%
▲ 5.13%
6
Buy
Oct 20, 2024
Hercules Capital
0.46%
▼ 2.76%
7
Buy
Oct 20, 2024
Phillips 66
0.74%
▼ 1.33%
4
Buy
Oct 20, 2024
American Electric Power
1.58%
▲ 16.40%
2
Buy
Oct 20, 2024
Trinity Capital
0.56%
▲ 2.72%
4
Buy
Oct 20, 2024
Citigroup
▲ 22.55%
2
Close
Oct 20, 2024
Blackstone Secured Lending Fund
▲ 5.70%
2
Close
Oct 20, 2024
United Parcel
0.07%
▲ 1.82%
1
Open
Oct 20, 2024