New Portfolio - New Portfolio

coachcahill@att.net

New Portfolio
Individual Investor
Ranked #180,611 out of 764,637 TipRanks' Investors
Success Rate
68%
28 out of 41
profitable transactions
Average Return
4.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.96%
6-Month Return▲ 5.89%
12-Month Return▲ 18.35%
YTD Return▲ 11.24%
Total Return▲ 28.74%

Best Trade

Opened at
Closed at
Gain▲ 42.50%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.82%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.97%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.41%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.31%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.61%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.75%
Oct 2024
▼ 2.13%
▲ 0.42%
▼ 0.52%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.82%
▲ 11.46%▲ 5.06%▲ 4.97%
▼ 2.25%▲ 3.53%▲ 0.41%
▲ 25.72%▲ 1.21%▲ 1.31%
▼ 4.21%▲ 2.34%▲ 2.55%
▲ 7.82%▲ 2.10%▲ 1.61%
▲ 6.02%▼ 0.89%▼ 1.75%
▼ 2.13%▲ 0.42%▼ 0.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Omega Healthcare
▲ 42.50%
3
Close
Oct 13, 2024
Capital Southwest
13.12%
▲ 41.72%
2
Sell
Aug 17, 2024
SonicShares Global Shipping ETF
▲ 8.65%
2
Close
Aug 17, 2024
EPR Properties
0.52%
▼ 6.24%
3
Open
Aug 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
4.52%
▲ 12.21%
2
Buy
Aug 17, 2024
Nextera Energy Partners
▼ 4.96%
2
Close
Aug 17, 2024
Rithm Capital
4.22%
▲ 0.47%
2
Buy
Aug 17, 2024
Stellus Capital
3.31%
▲ 7.60%
2
Buy
Aug 17, 2024
Starwood Property
3.7%
▼ 1.72%
3
Open
Aug 17, 2024
WhiteHorse
2.89%
▲ 3.22%
2
Buy
Aug 17, 2024
Chimera Investment
▲ 8.40%
2
Close
Aug 17, 2024
Arbor Realty
3.1%
▲ 12.77%
1
Open
Aug 17, 2024
InfraCap MLP ETF
4.82%
▼ 2.34%
1
Open
Aug 17, 2024
YieldMax AMZN Option Income Strategy ETF
1.88%
▲ 9.41%
1
Open
Aug 17, 2024
Ellington Financial
3.01%
▼ 7.36%
1
Open
Aug 17, 2024
YieldMax META Option Income Strategy ETF
3.75%
▲ 10.12%
1
Open
Aug 17, 2024
Hercules Capital
4.32%
▲ 3.22%
1
Open
Aug 17, 2024
InfraCap Equity Income Fund ETF
4.45%
▲ 3.52%
1
Open
Aug 17, 2024
Nuveen Floating Rate Income Fund
3.24%
▲ 2.74%
1
Open
Aug 17, 2024
Kimbell Royalty Partners
3.44%
0.00%
1
Open
Aug 17, 2024