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New Portfolio - New Portfolio

coachcahill@att.net

New Portfolio
Individual Investor
Ranked #307,642 out of 775,923 TipRanks' Investors
Success Rate
59%
24 out of 41
profitable transactions
Average Return
4.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.89%
6-Month Return▲ 2.44%
12-Month Return▲ 9.64%
YTD Return▲ 10.09%
Total Return▲ 27.41%

Best Trade

Opened at
Closed at
Gain▲ 42.49%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.97%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.41%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.30%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.61%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.71%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 2.30%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.81%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.97%
▼ 2.25%▲ 3.53%▲ 0.41%
▲ 25.71%▲ 1.21%▲ 1.30%
▼ 4.22%▲ 2.34%▲ 2.55%
▲ 7.82%▲ 2.10%▲ 1.61%
▲ 5.38%▼ 0.89%▼ 1.71%
▲ 43.22%▲ 5.96%▲ 2.30%
▲ 3.34%▼ 1.56%▼ 3.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Omega Healthcare
▲ 42.49%
3
Close
Oct 13, 2024
Capital Southwest
12.63%
▲ 27.98%
2
Sell
Aug 17, 2024
SonicShares Global Shipping ETF
▲ 8.65%
2
Close
Aug 17, 2024
EPR Properties
0.51%
▼ 7.63%
3
Open
Aug 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
4.86%
▲ 18.96%
2
Buy
Aug 17, 2024
Nextera Energy Partners
▼ 4.96%
2
Close
Aug 17, 2024
Rithm Capital
4.53%
▲ 4.88%
2
Buy
Aug 17, 2024
Stellus Capital
3.35%
▲ 4.56%
2
Buy
Aug 17, 2024
Starwood Property
3.73%
▼ 2.59%
3
Open
Aug 17, 2024
WhiteHorse
2.53%
▼ 8.42%
2
Buy
Aug 17, 2024
Chimera Investment
▲ 8.40%
2
Close
Aug 17, 2024
Arbor Realty
2.96%
▲ 7.63%
1
Open
Aug 17, 2024
InfraCap MLP ETF
5.18%
▲ 4.56%
1
Open
Aug 17, 2024
YieldMax AMZN Option Income Strategy ETF
1.88%
▲ 18.07%
1
Open
Aug 17, 2024
Ellington Financial
3.13%
▼ 3.97%
1
Open
Aug 17, 2024
YieldMax META Option Income Strategy ETF
3.77%
▲ 14.70%
1
Open
Aug 17, 2024
Hercules Capital
4.43%
▲ 5.68%
1
Open
Aug 17, 2024
InfraCap Equity Income Fund ETF
4.54%
▲ 4.58%
1
Open
Aug 17, 2024
Nuveen Floating Rate Income Fund
3.32%
▲ 4.60%
1
Open
Aug 17, 2024
Kimbell Royalty Partners
3.38%
▼ 1.08%
1
Open
Aug 17, 2024