New Portfolio - New Portfolio

coachcahill@att.net

New Portfolio
Individual Investor
Ranked #135,477 out of 758,358 TipRanks' Investors
Success Rate
73%
30 out of 41
profitable transactions
Average Return
6.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.79%
6-Month Return▲ 9.28%
12-Month Return▲ 16.50%
YTD Return▲ 12.95%
Total Return▲ 30.70%

Best Trade

Opened at
Closed at-
Gain▲ 46.62%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 0.15%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.01%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.82%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.97%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.41%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.30%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 3.21%
▲ 1.44%
▲ 0.82%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 0.15%
▲ 5.05%▲ 3.27%▲ 4.01%
▼ 12.40%▼ 4.03%▼ 1.82%
▲ 11.46%▲ 5.06%▲ 4.97%
▼ 2.25%▲ 3.53%▲ 0.41%
▲ 25.76%▲ 1.21%▲ 1.30%
▼ 4.21%▲ 2.34%▲ 2.55%
▲ 3.21%▲ 1.44%▲ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Capital Southwest
13.39%
▲ 46.62%
2
Sell
Aug 17, 2024
Omega Healthcare
4.99%
▲ 46.53%
2
Sell
Aug 17, 2024
SonicShares Global Shipping ETF
▲ 8.65%
2
Close
Aug 17, 2024
EPR Properties
0.5%
▼ 1.74%
3
Open
Aug 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
4.15%
▲ 10.67%
2
Buy
Aug 17, 2024
Nextera Energy Partners
▼ 4.96%
2
Close
Aug 17, 2024
Rithm Capital
4.15%
▲ 5.20%
2
Buy
Aug 17, 2024
Stellus Capital
3.04%
▲ 5.47%
2
Buy
Aug 17, 2024
Starwood Property
3.54%
▼ 0.98%
3
Open
Aug 17, 2024
WhiteHorse
2.6%
▼ 0.10%
2
Buy
Aug 17, 2024
Chimera Investment
▲ 8.40%
2
Close
Aug 17, 2024
Arbor Realty
2.97%
▲ 15.73%
1
Open
Aug 17, 2024
InfraCap MLP ETF
4.45%
▲ 1.23%
1
Open
Aug 17, 2024
YieldMax AMZN Option Income Strategy ETF
1.73%
▲ 5.72%
1
Open
Aug 17, 2024
Ellington Financial
2.98%
▼ 0.54%
1
Open
Aug 17, 2024
YieldMax META Option Income Strategy ETF
3.5%
▲ 7.06%
1
Open
Aug 17, 2024
Hercules Capital
4.02%
▲ 4.88%
1
Open
Aug 17, 2024
InfraCap Equity Income Fund ETF
4.14%
▲ 5.69%
1
Open
Aug 17, 2024
Nuveen Floating Rate Income Fund
2.9%
▲ 0.74%
1
Open
Aug 17, 2024
Kimbell Royalty Partners
3.04%
▼ 0.19%
1
Open
Aug 17, 2024