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New Portfolio - New Portfolio

coachcahill@att.net

New Portfolio
Individual Investor
Ranked #183,259 out of 769,002 TipRanks' Investors
Success Rate
71%
29 out of 41
profitable transactions
Average Return
5.67%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.23% CSWC
5.35% AMZA
4.99% UTG
4.74% OMF
4.61% JEPQ
67.08% Others
By Assets
60.14% Stocks
31.64% ETFs
8.22% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
39.86% General
34.14% Financial
17.34% Real Estate
5.08% Energy
3.58% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CSWC
Capital Southwest
$22.97
$0.02
(0.09%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$1.10B
3.09%
EPR
EPR Properties
$44.80
$0.52
(1.17%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
$3.38B
-1.31%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.47
$0.26
(0.46%)
premium
1K Buy
534 Hold
62 Sell
Moderate Buy
premium
$18.60B
14.48%
RITM
Rithm Capital
$10.79
$0.15
(1.41%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.54B
5.24%
SCM
Stellus Capital
$13.80
$0.06
(0.43%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$373.13M
8.28%
STWD
Starwood Property
$19.91
$0.16
(0.81%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$6.66B
-0.90%
WHF
WhiteHorse
$10.49
$0.01
(0.1%)
premium
0 Buy
3 Hold
1 Sell
Hold
premium
$244.75M
-14.87%
ABR
Arbor Realty
$14.50
$0.11
(0.75%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.78B
19.85%
AMZA
AMZA
< ETF >
InfraCap MLP ETF
$44.85
$0.99
(2.26%)
premium
premium
$405.39M
22.42%
AMZY
AMZY
< ETF >
YieldMax AMZN Option Income Strategy ETF
$18.50
$0.407
(2.15%)
premium
premium
$197.06M
-4.06%
EFC
Ellington Financial
$12.40
$0.11
(0.9%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.12B
-5.10%
FBY
FBY
< ETF >
YieldMax META Option Income Strategy ETF
$18.71
$0.02
(0.11%)
premium
premium
$125.23M
-11.29%
HTGC
Hercules Capital
$18.53
$0.29
(1.54%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.10B
22.13%
ICAP
ICAP
< ETF >
InfraCap Equity Income Fund ETF
$27.74
$0.378
(1.38%)
premium
583 Buy
368 Hold
30 Sell
Moderate Buy
premium
$58.78M
21.36%
JFR
JFR
< FUND >
Nuveen Floating Rate Income Fund
$8.95
$0.01
(0.11%)
premium
premium
$509.99M
11.86%
KRP
Kimbell Royalty Partners
$16.04
$0.04
(0.25%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.75B
3.29%
NLY
Annaly Capital
$19.78
$0.31
(1.59%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$11.07B
9.81%
OBDC
Blue Owl Capital
$15.07
$0.01
(0.07%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
$5.86B
2.94%
OCSL
Oaktree Specialty Lending
$15.56
$0.12
(0.77%)
premium
0 Buy
5 Hold
0 Sell
Hold
premium
$1.28B
-20.73%
OMF
OneMain Holdings
$55.57
$0.61
(1.11%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.51B
45.05%
PFFA
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$22.40
$0.11
(0.49%)
premium
premium
$1.41B
18.12%
RIET
RIET
< ETF >
Hoya Capital High Dividend Yield ETF
$10.62
$0.08
(0.76%)
premium
155 Buy
185 Hold
29 Sell
Hold
premium
$88.96M
8.32%
SFL
SFL Corporation
$10.89
$0.25
(2.35%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.55B
-4.23%
SLVO
SLVO
< ETF >
Credit Suisse X-Links Silver Shares Covered Call ETN
$77.84
$0.5
(0.64%)
premium
premium
$140.28M
6.51%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.76
$0.05
(0.23%)
premium
premium
$1.22B
-5.40%
TRMD
Torm
$21.71
$2.1
(8.82%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$2.29B
-25.24%
UTG
UTG
< FUND >
Reaves Utility Income Fund
$34.39
$0.5
(1.48%)
premium
premium
$2.68B
29.50%