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New Portfolio - New Portfolio

coachcahill@att.net

New Portfolio
Individual Investor
Ranked #125,243 out of 781,107 TipRanks' Investors
Success Rate
78%
32 out of 41
profitable transactions
Average Return
7.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.51%
6-Month Return▲ 3.28%
12-Month Return▲ 14.27%
YTD Return▲ 3.24%
Total Return▲ 33.33%

Best Trade

Opened at
Closed at
Gain▲ 42.49%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.41%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.30%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.61%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.70%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.27%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.47%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.24%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.41%
▲ 8.13%▲ 1.21%▲ 1.30%
▼ 13.14%▲ 2.34%▲ 2.55%
▲ 2.93%▲ 2.10%▲ 1.61%
▲ 10.00%▼ 0.89%▼ 1.70%
▲ 26.04%▲ 5.96%▲ 2.27%
▲ 5.93%▼ 2.41%▼ 2.47%
▲ 6.90%▲ 1.96%▲ 3.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Omega Healthcare
▲ 42.49%
3
Close
Oct 13, 2024
Capital Southwest
13.02%
▲ 36.73%
2
Sell
Aug 17, 2024
SonicShares Global Shipping ETF
▲ 8.65%
2
Close
Aug 17, 2024
EPR Properties
0.53%
▼ 3.02%
3
Open
Aug 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
4.69%
▲ 20.06%
2
Buy
Aug 17, 2024
Nextera Energy Partners
▼ 4.96%
2
Close
Aug 17, 2024
Rithm Capital
4.51%
▲ 11.38%
2
Buy
Aug 17, 2024
Stellus Capital
3.45%
▲ 14.60%
2
Buy
Aug 17, 2024
Starwood Property
3.54%
▼ 1.37%
3
Open
Aug 17, 2024
WhiteHorse
2.45%
▼ 7.86%
2
Buy
Aug 17, 2024
Chimera Investment
▲ 8.40%
2
Close
Aug 17, 2024
Arbor Realty
2.8%
▲ 7.94%
1
Open
Aug 17, 2024
InfraCap MLP ETF
5.77%
▲ 19.30%
1
Open
Aug 17, 2024
YieldMax AMZN Option Income Strategy ETF
1.8%
▲ 16.22%
1
Open
Aug 17, 2024
Ellington Financial
3.11%
▲ 0.43%
1
Open
Aug 17, 2024
YieldMax META Option Income Strategy ETF
3.65%
▲ 18.19%
1
Open
Aug 17, 2024
Hercules Capital
4.61%
▲ 14.15%
1
Open
Aug 17, 2024
InfraCap Equity Income Fund ETF
4.5%
▲ 7.95%
1
Open
Aug 17, 2024
Nuveen Floating Rate Income Fund
3.06%
▲ 3.23%
1
Open
Aug 17, 2024
Kimbell Royalty Partners
3.35%
▲ 2.38%
1
Open
Aug 17, 2024