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CS INCOME - New Portfolio

Performance Portfolio Details

David Jones

CS INCOME

Individual Investor

Ranked #421,604 out of 781,348 TipRanks' Investors

Success Rate

142 out of 312
profitable transactions

Average Return

5.82%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

11.54% OKE

9.14% MO

8.39% XOM

7.47% PM

6.49% JEPI

56.97% Others

By Assets

88.79% Stocks

11.21% ETFs

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

26.25% Energy

21.58% Financial

17.51% Utilities

16.61% Consumer Defensive

11.21% General

6.84% Other

Portfolio Holdings

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premium

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premium

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To view investors' portfolios

Altria Group

$51.47

$0.39

(0.75%)

Pre

0.14%

premium

4 Buy

2 Hold

2 Sell

Hold

premium

$87.23B

28.59%

XOM

Exxon Mobil

$111.47

$0.85

(0.76%)

Pre

0.24%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$489.92B

15.85%

CSWC

Capital Southwest

$22.67

$0.18

(0.8%)

Pre

0.05%

premium

0 Buy

5 Hold

0 Sell

Hold

premium

$1.08B

-9.82%

ARCC

Ares Capital

$23.37

$0.19

(0.82%)

Pre

0.04%

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$15.10B

14.62%

DUK

Duke Energy

$110.77

$1.51

(1.38%)

Pre

0.11%

premium

8 Buy

4 Hold

0 Sell

Moderate Buy

premium

$85.57B

16.53%

OKE

Oneok

$109.85

$0.89

(0.82%)

Pre

0.13%

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$64.18B

55.57%

PDI

PIMCO Dynamic

$19.12

$0.12

(0.63%)

Pre

0.16%

premium

―

premium

―

1.77%

ABBV

AbbVie

$172.61

$1.05

(0.61%)

Pre

0.51%

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$305.03B

4.37%

CVX

Chevron

$158.24

$3.23

(2%)

Pre

0.28%

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$284.37B

11.05%

Philip Morris

$123.81

$2.22

(1.83%)

Pre

0.04%

premium

4 Buy

0 Hold

1 Sell

Moderate Buy

premium

$192.50B

33.95%

PRU

Prudential Financial

$120.27

$1.26

(1.06%)

Pre

premium

2 Buy

8 Hold

0 Sell

Hold

premium

$42.82B

15.18%

UVV

Universal

$51.70

$0.67

(1.31%)

Pre

1.55%

premium

―

premium

$1.28B

-13.08%

Southern Co

$84.73

$0.83

(0.99%)

Pre

0.08%

premium

3 Buy

7 Hold

1 Sell

Hold

premium

$92.84B

23.12%

FSK

FS KKR Capital

$22.47

$0.21

(0.94%)

Pre

0.18%

premium

0 Buy

7 Hold

0 Sell

Hold

premium

$6.29B

8.65%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$58.95

$0.45

(0.77%)

Pre

0.44%

premium

3K Buy

1K Hold

102 Sell

Strong Buy

premium

$38.06B

5.91%

OMF

OneMain Holdings

$55.67

$0.92

(1.68%)

Pre

0.59%

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$6.64B

20.37%

DOW

Dow Inc

$41.58

$0.54

(1.32%)

Pre

0.07%

premium

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

$29.11B

-22.29%

MLPA < ETF >

Global X MLP ETF

$53.47

$0.52

(0.98%)

Pre

premium

44 Buy

32 Hold

11 Sell

Hold

premium

$1.79B

17.67%

HTGC

Hercules Capital

$20.85

$0.1

(0.48%)

Pre

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.49B

22.20%

SPG

Simon Property

$175.96

$1.82

(1.05%)

Pre

0.31%

premium

3 Buy

10 Hold

0 Sell

Hold

premium

$66.07B

23.90%

FDUS

Fidus Investment

$22.00

$0.3

(1.38%)

Pre

0.05%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$746.12M

10.66%

AEP

American Electric Power

$97.81

$0.56

(0.58%)

Pre

0.41%

premium

4 Buy

6 Hold

1 Sell

Moderate Buy

premium

$52.09B

26.60%

MAIN

Main Street Capital

$60.84

$0.8

(1.33%)

Pre

0.2%

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$5.36B

35.99%

TRIN

Trinity Capital

$14.75

$0.14

(0.96%)

Pre

0.54%

premium

2 Buy

1 Hold

1 Sell

Hold

premium

$868.86M

3.18%

ETR

Entergy

$83.62

$1.63

(1.99%)

Pre

premium

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

$35.86B

66.75%

NREF

NexPoint Real Estate ate Finance

$14.95

$0.72

(4.59%)

Pre

1.67%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$261.04M

-0.89%

OBDC

Blue Owl Capital

$14.92

$0.08

(0.54%)

Pre

0.2%

premium

4 Buy

0 Hold

2 Sell

Moderate Buy

premium

$7.62B

-1.46%

AMLP < ETF >

Alerian MLP ETF

$52.47

$0.76

(1.47%)

Pre

0.04%

premium

90 Buy

64 Hold

22 Sell

Strong Buy

premium

$10.36B

19.26%