CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #349,956 out of 748,626 TipRanks' Investors
Success Rate
45%
126 out of 280
profitable transactions
Average Return
4.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.98%
6-Month Return▲ 15.44%
12-Month Return▲ 20.33%
YTD Return▲ 16.86%
Total Return▲ 24.26%

Best Trade

Opened at
Closed at
Gain▲ 127.51%

Bio

Davey Jones Locker investing in dividend paying stocks only

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 4.81%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.76%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.91%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.74%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.48%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.23%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 3.57%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.81%
▼ 1.87%▲ 1.59%▲ 0.76%
▲ 14.08%▲ 5.22%▲ 1.91%
▲ 5.05%▲ 3.27%▲ 5.74%
▼ 12.40%▼ 4.03%▲ 0.18%
▲ 11.46%▲ 5.06%▲ 2.48%
▼ 2.25%▲ 3.53%▲ 1.23%
▲ 24.77%▼ 1.07%▲ 3.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
9.21%
▲ 9.63%
7
Buy
Jul 22, 2024
Iron Mountain
▲ 115.76%
5
Close
Jul 22, 2024
Chevron
6.59%
▼ 1.75%
2
Buy
Jul 22, 2024
Phillips 66
0.64%
▲ 0.65%
3
Open
Jul 22, 2024
Hercules Capital
0.06%
▲ 0.02%
6
Open
Jul 09, 2024
Sysco
▼ 0.55%
2
Close
Jul 09, 2024
Kimberly Clark
▲ 14.41%
3
Close
Jul 02, 2024
Altria Group
9%
▲ 6.49%
14
Buy
Jun 13, 2024
PIMCO Dynamic Income Opportunities
▲ 12.71%
4
Close
Jun 13, 2024
Black Hills
▼ 1.46%
2
Close
Jun 10, 2024
Trinity Capital
0.54%
▲ 1.68%
3
Open
Jun 03, 2024
Torm
0.66%
▲ 2.26%
1
Open
May 14, 2024
Pfizer
▲ 3.06%
4
Close
May 09, 2024
Federal Realty
▼ 0.57%
4
Close
May 06, 2024
Simon Property
1.11%
▲ 36.73%
2
Sell
May 03, 2024
3M
▲ 16.00%
3
Close
May 02, 2024
FS KKR Capital
0.29%
▲ 1.91%
5
Open
May 01, 2024
Bristol-Myers Squibb
▼ 5.56%
4
Close
Apr 22, 2024
EPR Properties
▼ 1.47%
4
Close
Apr 16, 2024
British American Tobacco
▼ 5.70%
11
Close
Apr 08, 2024