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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:

Allocation

Top Stocks
13.02% CSWC
5.77% AMZA
4.93% UTG
4.74% OMF
4.69% JEPQ
66.85% Others
By Assets
60.03% Stocks
31.98% ETFs
7.99% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
39.97% General
34.45% Financial
17.26% Real Estate
4.87% Energy
3.46% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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CSWC
Capital Southwest
$22.67
$0.18
(0.8%)
premium
0 Buy
5 Hold
0 Sell
Hold
premium
$1.07B
-9.82%
EPR
EPR Properties
$47.60
$0.75
(1.6%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$3.55B
6.34%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.56
$0.29
(0.51%)
premium
3K Buy
1K Hold
138 Sell
Strong Buy
premium
$21.51B
11.22%
RITM
Rithm Capital
$11.37
$0.02
(0.18%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.90B
4.31%
SCM
Stellus Capital
$14.44
$0.14
(0.98%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$386.93M
9.41%
STWD
Starwood Property
$19.26
$0.11
(0.57%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$6.53B
-6.87%
WHF
WhiteHorse
$10.04
$0.05
(0.5%)
premium
0 Buy
3 Hold
1 Sell
Hold
premium
$232.20M
-20.82%
ABR
Arbor Realty
$13.60
$0.2
(1.45%)
premium
0 Buy
2 Hold
2 Sell
Moderate Sell
premium
$2.60B
-5.74%
AMZA
AMZA
< ETF >
InfraCap MLP ETF
$48.52
$1.29
(2.73%)
premium
premium
$446.34M
32.85%
AMZY
AMZY
< ETF >
YieldMax AMZN Option Income Strategy ETF
$19.14
$0.25
(1.32%)
premium
premium
$282.97M
-9.70%
EFC
Ellington Financial
$12.61
$0.06
(0.48%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.14B
-1.94%
FBY
FBY
< ETF >
YieldMax META Option Income Strategy ETF
$19.13
$0.05
(0.26%)
premium
premium
$168.27M
-11.08%
HTGC
Hercules Capital
$20.85
$0.1
(0.48%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.48B
22.20%
ICAP
ICAP
< ETF >
InfraCap Equity Income Fund ETF
$27.31
$0.233
(0.86%)
premium
998 Buy
588 Hold
48 Sell
Strong Buy
premium
$58.77M
11.27%
JFR
JFR
< FUND >
Nuveen Floating Rate Income Fund
$8.50
$0.06
(0.7%)
premium
premium
$483.81M
2.04%
KRP
Kimbell Royalty Partners
$15.94
$0.01
(0.06%)
premium
4 Buy
0 Hold
1 Sell
Moderate Buy
premium
$3.13B
8.72%
NLY
Annaly Capital
$19.49
$0.17
(0.88%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$10.83B
0.41%
OBDC
Blue Owl Capital
$14.92
$0.08
(0.54%)
premium
4 Buy
0 Hold
2 Sell
Moderate Buy
premium
$7.58B
-1.46%
OCSL
Oaktree Specialty Lending
$15.72
$0.04
(0.26%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$1.29B
-26.63%
OMF
OneMain Holdings
$55.67
$0.92
(1.68%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.53B
21.48%
PFFA
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$22.23
$0.14
(0.63%)
premium
premium
$1.41B
7.69%
RIET
RIET
< ETF >
Hoya Capital High Dividend Yield ETF
$10.29
$0.08
(0.78%)
premium
330 Buy
372 Hold
52 Sell
Strong Buy
premium
$72.30M
-3.02%
SFL
SFL Corporation
$10.55
$0.29
(2.68%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.58B
-10.19%
SLVO
SLVO
< ETF >
Credit Suisse X-Links Silver Shares Covered Call ETN
$77.49
$0.96
(1.25%)
premium
premium
$177.51M
12.81%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.49
$0.25
(1.18%)
premium
premium
$1.16B
-7.57%
TRMD
Torm
$19.41
$0.98
(4.81%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.93B
-45.23%
UTG
UTG
< FUND >
Reaves Utility Income Fund
$34.02
$0.43
(1.28%)
premium
premium
$2.69B
29.45%