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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:

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

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
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
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%