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CS INCOME
- New Portfolio
Performance
Portfolio Details
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:
Allocation
Top Stocks
11.86%
OKE
9.64%
MO
8.91%
XOM
7.66%
PM
6.39%
UVV
55.54%
Others
By Assets
90.69%
Stocks
9.31%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
27.80%
Energy
21.14%
Financial
17.49%
Utilities
17.30%
Consumer Defensive
9.31%
General
6.96%
Other
Portfolio Holdings
Select Columns
29
Results | Showing
1
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1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MO
Altria Group
$56.03
$0.05
(
0.09%
)
After
0.05%
premium
3
Buy
2
Hold
2
Sell
Hold
premium
$94.67B
37.34%
XOM
Exxon Mobil
$121.93
$1.61
(
1.34%
)
After
0.02%
premium
12
Buy
7
Hold
1
Sell
Moderate Buy
premium
$521.39B
15.18%
CSWC
Capital Southwest
$22.97
$0.02
(
0.09%
)
After
0.96%
premium
0
Buy
4
Hold
0
Sell
Hold
premium
$1.10B
3.09%
ARCC
Ares Capital
$21.78
$0.01
(
0.05%
)
After
0%
premium
7
Buy
3
Hold
0
Sell
Moderate Buy
premium
$14.10B
10.38%
DUK
Duke Energy
$114.86
$1.12
(
0.98%
)
After
0.16%
premium
9
Buy
5
Hold
0
Sell
Moderate Buy
premium
$87.74B
26.55%
OKE
Oneok
$116.75
$3.59
(
3.17%
)
After
0%
premium
9
Buy
5
Hold
0
Sell
Moderate Buy
premium
$66.08B
69.12%
PDI
PIMCO Dynamic
$19.19
$0.01
(
0.05%
)
After
0%
premium
―
premium
―
9.10%
ABBV
AbbVie
$171.73
$3.97
(
2.37%
)
After
0.13%
premium
13
Buy
7
Hold
0
Sell
Moderate Buy
premium
$294.35B
20.93%
CVX
Chevron
$161.63
$0.3
(
0.19%
)
After
0.08%
premium
10
Buy
4
Hold
0
Sell
Moderate Buy
premium
$286.82B
12.00%
PM
Philip Morris
$131.21
$0.82
(
0.63%
)
After
0.03%
premium
7
Buy
0
Hold
1
Sell
Strong Buy
premium
$201.41B
40.51%
PRU
Prudential Financial
$126.26
$2.15
(
1.73%
)
After
0.41%
premium
2
Buy
7
Hold
0
Sell
Hold
premium
$44.36B
31.72%
UVV
Universal
$55.68
$0.79
(
1.44%
)
After
0.5%
premium
―
premium
$1.36B
1.23%
SO
Southern Co
$88.14
$0.17
(
0.19%
)
After
1.06%
premium
5
Buy
8
Hold
1
Sell
Moderate Buy
premium
$96.74B
26.30%
FSK
FS KKR Capital
$21.54
$0.05
(
0.23%
)
After
0.65%
premium
2
Buy
5
Hold
0
Sell
Moderate Buy
premium
$6.04B
8.64%
EPR
EPR Properties
$44.80
$0.52
(
1.17%
)
After
0.33%
premium
3
Buy
4
Hold
1
Sell
Hold
premium
$3.38B
-1.31%
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.91
$0.43
(
0.72%
)
After
0.05%
premium
1K
Buy
604
Hold
49
Sell
Moderate Buy
premium
$36.72B
9.28%
OMF
OneMain Holdings
$55.57
$0.61
(
1.11%
)
After
0.77%
premium
7
Buy
5
Hold
0
Sell
Moderate Buy
premium
$6.51B
45.05%
MLPA
< ETF >
Global X MLP ETF
$50.31
$0.695
(
1.4%
)
After
0.37%
premium
35
Buy
27
Hold
10
Sell
Hold
premium
$1.64B
10.22%
HTGC
Hercules Capital
$18.53
$0.29
(
1.54%
)
After
0.11%
premium
3
Buy
3
Hold
0
Sell
Moderate Buy
premium
$3.10B
22.13%
SPG
Simon Property
$181.80
$0.89
(
0.49%
)
After
0.02%
premium
4
Buy
9
Hold
0
Sell
Moderate Buy
premium
$68.04B
48.59%
FDUS
Fidus Investment
$20.77
$0.07
(
0.34%
)
After
1.25%
premium
―
premium
$705.42M
5.83%
PSX
Phillips 66
$131.41
$0.04
(
0.03%
)
After
0.3%
premium
8
Buy
4
Hold
0
Sell
Moderate Buy
premium
$54.08B
11.96%
AEP
American Electric Power
$98.08
$1.28
(
1.32%
)
After
0.14%
premium
5
Buy
5
Hold
2
Sell
Hold
premium
$51.50B
24.04%
MAIN
Main Street Capital
$53.18
$0.1
(
0.19%
)
After
0.13%
premium
0
Buy
4
Hold
0
Sell
Hold
premium
$4.69B
29.59%
TRIN
Trinity Capital
$14.26
$0.01
(
0.07%
)
After
0.98%
premium
3
Buy
2
Hold
0
Sell
Moderate Buy
premium
$842.35M
-3.52%
ETR
Entergy
$151.55
$0.84
(
0.56%
)
After
0.49%
premium
10
Buy
5
Hold
0
Sell
Moderate Buy
premium
$32.14B
49.81%
UPS
United Parcel
$131.37
$0.72
(
0.55%
)
After
0.18%
premium
11
Buy
5
Hold
2
Sell
Moderate Buy
premium
$113.67B
-11.80%
NREF
NexPoint Real Estate ate Finance
$17.03
$0.3
(
1.79%
)
After
0%
premium
0
Buy
2
Hold
0
Sell
Hold
premium
$294.39M
8.43%
VICI
VICI Properties
$32.37
$0.25
(
0.78%
)
After
0.31%
premium
8
Buy
2
Hold
0
Sell
Strong Buy
premium
$33.97B
13.90%
29
Results | Showing
1
out of
1
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