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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #424,614 out of 805,660 TipRanks' Investors
Success Rate
47%
161 out of 342
profitable transactions
Average Return
5.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.53%
6-Month Return▲ 6.63%
12-Month Return▲ 14.23%
YTD Return▲ 6.35%
Total Return▲ 37.11%

Best Trade

Opened at
Closed at
Gain▲ 129.20%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.84%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.28%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.29%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.19%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.15%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 6.04%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.78%
May 2025
▲ 3.20%
▲ 4.12%
▲ 2.49%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.84%
▲ 5.10%▼ 2.41%▼ 5.28%
▲ 6.03%▲ 2.69%▲ 3.29%
▼ 12.86%▼ 1.27%▲ 4.19%
▼ 1.80%▼ 5.57%▼ 0.15%
▲ 1.83%▼ 0.87%▼ 6.04%
▲ 12.21%▲ 6.28%▲ 2.78%
▲ 3.20%▲ 4.12%▲ 2.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Annaly Capital
0.24%
▲ 2.07%
5
Open
Jun 06, 2025
Trinity Capital
▲ 8.99%
5
Close
Jun 06, 2025
Alerian MLP ETF
0.19%
▲ 2.54%
3
Open
Jun 04, 2025
FS KKR Capital
▲ 8.13%
7
Close
Jun 03, 2025
T Rowe Price
0.06%
▲ 2.07%
10
Open
Jun 02, 2025
Alexandria Equities
▼ 13.41%
4
Close
Jun 02, 2025
Altria Group
10.59%
▲ 21.26%
17
Sell
May 22, 2025
NVE
1.3%
▲ 21.45%
11
Open
May 14, 2025
Federal Realty
▼ 1.11%
7
Close
May 07, 2025
Chord Energy
2.05%
▲ 11.02%
1
Open
May 07, 2025
Dow Inc
▲ 0.80%
8
Close
Apr 23, 2025
Phillips 66
0.6%
▲ 3.97%
6
Open
Apr 23, 2025
Capital Southwest
2.79%
▲ 45.55%
12
Buy
Apr 17, 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
TotalEnergies
▲ 0.52%
2
Close
Mar 13, 2025
Coca-Cola
▲ 0.26%
3
Close
Feb 28, 2025
Safety Insurance Group
▼ 1.89%
2
Close
Feb 28, 2025