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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #367,260 out of 747,498 TipRanks' Investors
Success Rate
44%
123 out of 277
profitable transactions
Average Return
4.37%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.21% XOM
9.10% OKE
8.94% MO
6.81% PM
6.70% PDI
59.24% Others
By Assets
90.55% Stocks
9.45% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.34% Energy
24.75% Financial
16.88% Utilities
15.75% Consumer Defensive
9.45% General
6.83% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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afmyp35fgl
afmyp35fgl
premium
afmyp35fgl
premium
afmyp35fgl
afmyp35fgl
afmyp35fgl
amujs8mjsm
amujs8mjsm
amujs8mjsm
premium
amujs8mjsm
premium
amujs8mjsm
amujs8mjsm
amujs8mjsm
v60gw55u4c8
v60gw55u4c8
v60gw55u4c8
premium
v60gw55u4c8
premium
v60gw55u4c8
v60gw55u4c8
v60gw55u4c8
487qyasixbf
487qyasixbf
487qyasixbf
premium
487qyasixbf
premium
487qyasixbf
487qyasixbf
487qyasixbf
j95wor2df4
j95wor2df4
j95wor2df4
premium
j95wor2df4
premium
j95wor2df4
j95wor2df4
j95wor2df4
pr7n6x2
pr7n6x2
pr7n6x2
premium
pr7n6x2
premium
pr7n6x2
pr7n6x2
pr7n6x2
l9u3ai03eu
l9u3ai03eu
l9u3ai03eu
premium
l9u3ai03eu
premium
l9u3ai03eu
l9u3ai03eu
l9u3ai03eu
1inibv2mtss
1inibv2mtss
1inibv2mtss
premium
1inibv2mtss
premium
1inibv2mtss
1inibv2mtss
1inibv2mtss
i9rlbdfxrj
i9rlbdfxrj
i9rlbdfxrj
premium
i9rlbdfxrj
premium
i9rlbdfxrj
i9rlbdfxrj
i9rlbdfxrj
c5wldh9
c5wldh9
c5wldh9
premium
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premium
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MO
Altria Group
$49.38
$0.07
(0.14%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$84.94B
18.56%
XOM
Exxon Mobil
$115.75
$0.32
(0.28%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$520.68B
13.87%
CSWC
Capital Southwest
$25.89
$0.12
(0.46%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.19B
36.32%
ARCC
Ares Capital
$20.89
$0.18
(0.87%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.73B
16.09%
DUK
Duke Energy
$107.49
$0.57
(0.53%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$82.52B
17.90%
OKE
Oneok
$84.09
$0.62
(0.74%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$48.72B
31.18%
PDI
PIMCO Dynamic
$18.96
$0.02
(0.11%)
premium
premium
15.35%
ABBV
AbbVie
$174.13
$1.81
(1.05%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$304.29B
25.00%
CVX
Chevron
$157.94
$1.21
(0.76%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$293.31B
4.48%
PM
Philip Morris
$107.02
$0.1
(0.09%)
premium
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
$166.52B
15.87%
PRU
Prudential Financial
$124.71
$0.95
(0.77%)
premium
2 Buy
7 Hold
2 Sell
Hold
premium
$44.43B
34.73%
UVV
Universal
$50.82
$0.04
(0.08%)
premium
premium
$1.25B
11.83%
SO
Southern Co
$82.01
$0.61
(0.75%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$89.00B
16.14%
FSK
FS KKR Capital
$20.41
$0.235
(1.17%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$5.65B
17.47%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$57.13
$0.36
(0.63%)
premium
1K Buy
503 Hold
53 Sell
Moderate Buy
premium
$34.09B
1.52%
OMF
OneMain Holdings
$51.23
$0.075
(0.15%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.13B
15.72%
MLPA
MLPA
< ETF >
Global X MLP ETF
$49.74
$0.33
(0.67%)
premium
45 Buy
28 Hold
9 Sell
Moderate Buy
premium
$1.61B
11.23%
HTGC
Hercules Capital
$21.45
$0.27
(1.27%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.43B
42.91%
SPG
Simon Property
$157.00
$3.55
(2.31%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$57.51B
30.58%
FDUS
Fidus Investment
$19.45
$0.24
(1.25%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$606.15M
9.15%
PSX
Phillips 66
$140.00
$1.53
(1.1%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$58.70B
34.02%
AEP
American Electric Power
$94.56
$1.42
(1.52%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$49.10B
10.99%
MAIN
Main Street Capital
$50.92
$0.77
(1.54%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.30B
31.21%
TRIN
Trinity Capital
$14.21
$0.29
(2.08%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$688.74M
7.99%
C
Citigroup
$64.56
$0.58
(0.89%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$124.25B
42.63%
ETR
Entergy
$111.36
$0.88
(0.8%)
premium
6 Buy
3 Hold
1 Sell
Moderate Buy
premium
$23.59B
10.63%
BXSL
Blackstone Secured Lending Fund
$30.47
$0.22
(0.73%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.01B
20.57%
TRMD
Torm
$39.44
$1.68
(4.45%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.53B
94.74%