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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #418,575 out of 775,923 TipRanks' Investors
Success Rate
44%
135 out of 307
profitable transactions
Average Return
4.44%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.81% OKE
9.87% MO
8.23% XOM
7.76% PM
6.66% UVV
56.67% Others
By Assets
89.56% Stocks
10.44% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
24.95% Energy
21.57% Financial
17.92% Utilities
17.63% Consumer Defensive
10.44% General
7.49% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
nv27k0
nv27k0
nv27k0
premium
nv27k0
premium
nv27k0
nv27k0
nv27k0
nilsinxjr5
nilsinxjr5
nilsinxjr5
premium
nilsinxjr5
premium
nilsinxjr5
nilsinxjr5
nilsinxjr5
3geo24lmb3p
3geo24lmb3p
3geo24lmb3p
premium
3geo24lmb3p
premium
3geo24lmb3p
3geo24lmb3p
3geo24lmb3p
gnge75s
gnge75s
gnge75s
premium
gnge75s
premium
gnge75s
gnge75s
gnge75s
u0i7xzkvi3
u0i7xzkvi3
u0i7xzkvi3
premium
u0i7xzkvi3
premium
u0i7xzkvi3
u0i7xzkvi3
u0i7xzkvi3
7173g1owh1l
7173g1owh1l
7173g1owh1l
premium
7173g1owh1l
premium
7173g1owh1l
7173g1owh1l
7173g1owh1l
52rtzw4d
52rtzw4d
52rtzw4d
premium
52rtzw4d
premium
52rtzw4d
52rtzw4d
52rtzw4d
d82qr2px97a
d82qr2px97a
d82qr2px97a
premium
d82qr2px97a
premium
d82qr2px97a
d82qr2px97a
d82qr2px97a
bxzioxyjl
bxzioxyjl
bxzioxyjl
premium
bxzioxyjl
premium
bxzioxyjl
bxzioxyjl
bxzioxyjl
hz211acq3aa
hz211acq3aa
hz211acq3aa
premium
hz211acq3aa
premium
hz211acq3aa
hz211acq3aa
hz211acq3aa
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MO
Altria Group
$53.84
$0.85
(1.6%)
premium
4 Buy
1 Hold
2 Sell
Moderate Buy
premium
$91.25B
33.40%
XOM
Exxon Mobil
$105.87
$0.36
(0.34%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$465.31B
3.89%
CSWC
Capital Southwest
$21.05
$0.2
(0.96%)
premium
0 Buy
5 Hold
0 Sell
Hold
premium
$1.00B
-11.44%
ARCC
Ares Capital
$21.38
$0.25
(1.18%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.81B
8.20%
DUK
Duke Energy
$108.28
$1.2
(1.12%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$83.64B
11.79%
OKE
Oneok
$100.08
$2.42
(2.48%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$58.47B
42.64%
PDI
PIMCO Dynamic
$18.37
$0.04
(0.22%)
premium
premium
2.63%
ABBV
AbbVie
$175.58
$4.06
(2.37%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.27B
13.32%
CVX
Chevron
$142.85
$1.7
(1.2%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$256.71B
-5.43%
PM
Philip Morris
$124.22
$2.05
(1.68%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$193.14B
33.66%
PRU
Prudential Financial
$117.83
$2.36
(2.04%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$41.95B
13.80%
UVV
Universal
$54.63
$0.18
(0.33%)
premium
premium
$1.35B
-16.11%
SO
Southern Co
$82.86
$1.08
(1.32%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$90.79B
19.33%
FSK
FS KKR Capital
$21.29
$0.07
(0.33%)
premium
0 Buy
7 Hold
0 Sell
Hold
premium
$5.96B
7.04%
EPR
EPR Properties
$43.59
$0.42
(0.97%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$3.30B
-9.94%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.20
$0.56
(0.97%)
premium
1K Buy
607 Hold
59 Sell
Moderate Buy
premium
$36.75B
5.59%
OMF
OneMain Holdings
$51.91
$0.73
(1.43%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.20B
5.90%
NLY
Annaly Capital
$19.02
$0.25
(1.33%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$10.66B
-6.12%
MLPA
MLPA
< ETF >
Global X MLP ETF
$48.84
$0.69
(1.43%)
premium
41 Buy
31 Hold
11 Sell
Hold
premium
$1.62B
10.25%
SPG
Simon Property
$171.61
$2.35
(1.39%)
premium
2 Buy
10 Hold
0 Sell
Hold
premium
$64.43B
20.60%
FDUS
Fidus Investment
$20.48
$0.2
(0.99%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$694.57M
5.08%
AEP
American Electric Power
$92.75
$1.51
(1.65%)
premium
3 Buy
7 Hold
2 Sell
Hold
premium
$49.40B
15.39%
MAIN
Main Street Capital
$56.40
$0.79
(1.42%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.97B
31.38%
TRIN
Trinity Capital
$14.50
$0.14
(0.97%)
premium
2 Buy
1 Hold
1 Sell
Hold
premium
$854.13M
-4.48%
ETR
Entergy
$75.13
$0.64
(0.86%)
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$32.22B
49.93%
NREF
NexPoint Real Estate ate Finance
$15.90
$0.05
(0.31%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$277.63M
1.60%
VICI
VICI Properties
$28.79
$0.52
(1.84%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$30.35B
-8.14%
OBDC
Blue Owl Capital
$15.19
$0.03
(0.2%)
premium
4 Buy
0 Hold
2 Sell
Moderate Buy
premium
$5.93B
1.27%
AMLP
AMLP
< ETF >
Alerian MLP ETF
$47.55
$0.4
(0.85%)
premium
41 Buy
29 Hold
11 Sell
Hold
premium
$9.42B
12.12%
OGE
OGE Energy
$41.01
$0.05
(0.12%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$8.24B
17.04%