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CS INCOME - New Portfolio

David Jones

CS INCOME
Individual Investor
Ranked #318,686 out of 730,199 TipRanks' Investors
Success Rate
43%
116 out of 268
profitable transactions
Average Return
2.67%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.93% XOM
9.34% OKE
8.12% MO
7.32% PDI
6.73% JEPI
58.56% Others
By Assets
90.45% Stocks
9.55% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
25.87% Energy
23.60% Financial
16.67% Utilities
14.73% Consumer Defensive
9.55% General
9.58% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
4k80c99b0zb
4k80c99b0zb
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4k80c99b0zb
4k80c99b0zb
premium
4k80c99b0zb
4k80c99b0zb
4k80c99b0zb
pbyj1fu2y9o
pbyj1fu2y9o
pbyj1fu2y9o
pbyj1fu2y9o
pbyj1fu2y9o
premium
pbyj1fu2y9o
pbyj1fu2y9o
pbyj1fu2y9o
lsiuqulivkl
lsiuqulivkl
lsiuqulivkl
lsiuqulivkl
lsiuqulivkl
premium
lsiuqulivkl
lsiuqulivkl
lsiuqulivkl
watm2sqra4
watm2sqra4
watm2sqra4
watm2sqra4
watm2sqra4
premium
watm2sqra4
watm2sqra4
watm2sqra4
75kk3lh7x36
75kk3lh7x36
75kk3lh7x36
75kk3lh7x36
75kk3lh7x36
premium
75kk3lh7x36
75kk3lh7x36
75kk3lh7x36
n27h5mjl4gd
n27h5mjl4gd
n27h5mjl4gd
n27h5mjl4gd
n27h5mjl4gd
premium
n27h5mjl4gd
n27h5mjl4gd
n27h5mjl4gd
x1dmvur5t19
x1dmvur5t19
x1dmvur5t19
x1dmvur5t19
x1dmvur5t19
premium
x1dmvur5t19
x1dmvur5t19
x1dmvur5t19
j7wl3p4qy19
j7wl3p4qy19
j7wl3p4qy19
j7wl3p4qy19
j7wl3p4qy19
premium
j7wl3p4qy19
j7wl3p4qy19
j7wl3p4qy19
ewstgv2zxnw
ewstgv2zxnw
ewstgv2zxnw
ewstgv2zxnw
ewstgv2zxnw
premium
ewstgv2zxnw
ewstgv2zxnw
ewstgv2zxnw
okjgsem4lg
okjgsem4lg
okjgsem4lg
okjgsem4lg
okjgsem4lg
premium
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okjgsem4lg
okjgsem4lg
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MO
Altria Group
$43.44
$0.52
(1.21%)
$43.44
(0.00% Upside)
3 Buy
4 Hold
2 Sell
Hold
premium
$73.63B
-0.23%
XOM
Exxon Mobil
$121.58
$0.53
(0.44%)
$133.13
(9.50% Upside)
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$480.23B
7.59%
CSWC
Capital Southwest
$25.80
$0.005
(0.02%)
$24.33
(-5.72% Downside)
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.10B
62.70%
ARCC
Ares Capital
$20.66
$0.125
(0.6%)
$21.40
(3.56% Upside)
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.58B
26.46%
DUK
Duke Energy
$99.11
$0.15
(0.15%)
$99.80
(0.70% Upside)
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$75.76B
3.71%
IRM
Iron Mountain
$77.43
$0.76
(0.97%)
$87.67
(13.22% Upside)
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$22.45B
49.85%
OKE
Oneok
$81.74
$0.79
(0.98%)
$82.80
(1.30% Upside)
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$46.86B
30.86%
PDI
PIMCO Dynamic
$18.88
$0.015
(0.08%)
premium
20.86%
ABBV
AbbVie
$166.83
$0.97
(0.58%)
$179.77
(7.76% Upside)
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$300.20B
5.89%
CVX
Chevron
$165.48
$1.91
(1.17%)
$185.20
(11.92% Upside)
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$302.46B
0.80%