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CS INCOME - New Portfolio
David Jones
CS INCOMEIndividual Investor
Ranked #346,991 out of 796,312 TipRanks' Investors
Success Rate
145 out of 332
profitable transactions
profitable transactions
Average Return
4.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.01%
6-Month Return▼ 2.43%
12-Month Return▲ 12.37%
YTD Return▼ 1.10%
Total Return▲ 27.50%
Best Trade
Bio
Davey Jones Locker investing in dividend paying stocks only
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 0.81%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.61%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.85%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 5.28%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.29%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.19%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.15%
Mar 2025
▼ 9.01%
▼ 5.90%
▼ 7.97%
Apr 2025
▲ 2.92%▲ 2.10%▲ 0.81%
▲ 10.00%▼ 0.89%▲ 0.61%
▲ 25.98%▲ 5.96%▲ 4.85%
▲ 5.36%▼ 2.41%▼ 5.28%
▲ 6.01%▲ 2.69%▲ 3.29%
▼ 12.86%▼ 1.27%▲ 4.19%
▼ 1.80%▼ 5.57%▼ 0.15%
▼ 9.01%▼ 5.90%▼ 7.97%
Recent Activity
Capital Southwest
2.65%
▲ 29.55%
12
Buy
Apr 17, 2025
Dow Inc
0.12%
▲ 0.03%
7
Open
Apr 15, 2025
LyondellBasell
―
▼ 25.28%
3
Close
Apr 15, 2025
Tpg Re Finance
―
▼ 11.90%
2
Close
Apr 09, 2025
Morgan Stanley Direct Lending Fund
―
▲ 2.48%
2
Close
Mar 26, 2025
Crescent Capital BDC
―
▲ 5.95%
2
Close
Mar 26, 2025
T Rowe Price
―
▼ 0.73%
8
Close
Mar 20, 2025
Alexandria Equities
0.2%
▼ 18.61%
1
Open
Mar 20, 2025
Federal Realty
0.45%
▼ 1.88%
6
Buy
Mar 17, 2025
TotalEnergies
―
▲ 0.52%
2
Close
Mar 13, 2025
Coca-Cola
―
▲ 1.80%
3
Close
Feb 28, 2025
Safety Insurance Group
―
▼ 1.89%
2
Close
Feb 28, 2025
NXG NextGen Infrastructure Income Fund of Benef Interest
―
▼ 1.81%
2
Close
Feb 20, 2025
Conocophillips
―
▲ 2.05%
2
Close
Feb 19, 2025
Hercules Capital
―
▼ 0.54%
10
Close
Feb 18, 2025
Saratoga Investment
0.25%
▼ 5.77%
4
Buy
Feb 14, 2025
NexPoint Real Estate ate Finance
―
▲ 4.50%
3
Close
Jan 27, 2025
Blue Owl Capital
―
▼ 0.57%
3
Close
Jan 25, 2025
EPR Properties
―
▲ 0.45%
6
Close
Jan 15, 2025
Goldman Sachs BDC
―
▲ 3.19%
2
Close
Jan 15, 2025