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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #403,380 out of 788,370 TipRanks' Investors
Success Rate
46%
150 out of 323
profitable transactions
Average Return
6.48%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.98% OKE
9.47% MO
9.03% PM
8.08% XOM
6.31% JEPI
57.13% Others
By Assets
88.53% Stocks
11.47% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
24.14% Energy
20.51% Financial
18.50% Consumer Defensive
17.60% Utilities
11.47% General
7.78% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
1rbd1pe47hw
1rbd1pe47hw
1rbd1pe47hw
premium
1rbd1pe47hw
premium
1rbd1pe47hw
1rbd1pe47hw
1rbd1pe47hw
0vah02m5
0vah02m5
0vah02m5
premium
0vah02m5
premium
0vah02m5
0vah02m5
0vah02m5
mmkslowy8
mmkslowy8
mmkslowy8
premium
mmkslowy8
premium
mmkslowy8
mmkslowy8
mmkslowy8
knpo46y6
knpo46y6
knpo46y6
premium
knpo46y6
premium
knpo46y6
knpo46y6
knpo46y6
157ozcncl0f
157ozcncl0f
157ozcncl0f
premium
157ozcncl0f
premium
157ozcncl0f
157ozcncl0f
157ozcncl0f
bwmwr3
bwmwr3
bwmwr3
premium
bwmwr3
premium
bwmwr3
bwmwr3
bwmwr3
cp733wcr3b
cp733wcr3b
cp733wcr3b
premium
cp733wcr3b
premium
cp733wcr3b
cp733wcr3b
cp733wcr3b
l8ly6w
l8ly6w
l8ly6w
premium
l8ly6w
premium
l8ly6w
l8ly6w
l8ly6w
y28m45b0xb
y28m45b0xb
y28m45b0xb
premium
y28m45b0xb
premium
y28m45b0xb
y28m45b0xb
y28m45b0xb
geizr071
geizr071
geizr071
premium
geizr071
premium
geizr071
geizr071
geizr071
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MO
Altria Group
$55.05
$0.72
(1.33%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$92.08B
34.60%
XOM
Exxon Mobil
$110.69
$1.31
(1.17%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$485.98B
5.66%
CSWC
Capital Southwest
$23.26
$0.35
(1.48%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.19B
-1.31%
ARCC
Ares Capital
$23.28
$0.12
(0.51%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.71B
15.76%
DUK
Duke Energy
$115.55
$2.39
(2.11%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$87.81B
25.42%
OKE
Oneok
$98.10
$0.53
(0.54%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$61.54B
33.07%
PDI
PIMCO Dynamic
$19.56
$0.04
(0.2%)
premium
premium
1.40%
ABBV
AbbVie
$202.08
$1.2
(0.6%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$354.62B
14.33%
CVX
Chevron
$156.92
$1.87
(1.18%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$285.36B
0.96%
PM
Philip Morris
$154.40
$2.83
(1.87%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$235.67B
69.32%
PRU
Prudential Financial
$109.50
$1.63
(1.47%)
premium
1 Buy
9 Hold
1 Sell
Hold
premium
$39.34B
1.09%
UVV
Universal
$53.26
$0.16
(0.3%)
premium
premium
$1.31B
8.12%
SO
Southern Co
$88.40
$0.58
(0.66%)
premium
2 Buy
7 Hold
1 Sell
Hold
premium
$96.22B
31.39%
FSK
FS KKR Capital
$23.71
$0.04
(0.17%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$6.65B
17.55%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.13
$0.58
(0.97%)
premium
1K Buy
568 Hold
50 Sell
Moderate Buy
premium
$39.72B
4.17%
OMF
OneMain Holdings
$54.17
$1.83
(3.27%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$6.68B
16.49%
SAR
Saratoga Investment
$25.96
$0.32
(1.25%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$367.84M
8.60%
MLPA
MLPA
< ETF >
Global X MLP ETF
$53.18
$0.65
(1.21%)
premium
51 Buy
28 Hold
12 Sell
Hold
premium
$1.86B
15.07%
SPG
Simon Property
$183.80
$2.91
(1.56%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$70.10B
21.31%
FDUS
Fidus Investment
$23.06
$0.18
(0.77%)
premium
premium
$788.18M
16.23%
AEP
American Electric Power
$105.33
$0.98
(0.94%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$55.64B
28.45%
MAIN
Main Street Capital
$62.27
$0.47
(0.75%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$5.53B
36.14%
TRIN
Trinity Capital
$15.83
$0.19
(1.19%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$943.67M
10.01%
ETR
Entergy
$85.09
$0.77
(0.9%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$36.96B
67.63%
AMLP
AMLP
< ETF >
Alerian MLP ETF
$51.71
$0.53
(1.01%)
premium
42 Buy
22 Hold
12 Sell
Moderate Buy
premium
$10.71B
13.54%
LYB
LyondellBasell
$76.96
$0.65
(0.84%)
premium
5 Buy
11 Hold
1 Sell
Hold
premium
$25.20B
-21.70%
SAFT
Safety Insurance Group
$77.75
$0.14
(0.18%)
premium
premium
$1.15B
-10.58%
TTE
TotalEnergies
$60.68
$0.94
(1.53%)
premium
1 Buy
4 Hold
0 Sell
Hold
premium
$132.52B
-5.39%