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New Portfolio
- New Portfolio
Performance
Portfolio Details
coachcahill@att.net
New Portfolio
Individual Investor
Ranked #307,642 out of 775,923 TipRanks' Investors
Success Rate
59%
24 out of 41
profitable transactions
Average Return
4.28%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
12.63%
CSWC
5.18%
AMZA
4.86%
JEPQ
4.73%
UTG
4.61%
OMF
67.99%
Others
By Assets
59.84%
Stocks
32.11%
ETFs
8.04%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
40.16%
General
33.98%
Financial
17.67%
Real Estate
4.86%
Energy
3.33%
Industrials
Portfolio Holdings
Select Columns
27
Results | Showing
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1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CSWC
Capital Southwest
$21.05
$0.2
(
0.96%
)
premium
0
Buy
5
Hold
0
Sell
Hold
premium
$1.00B
-11.44%
EPR
EPR Properties
$43.59
$0.42
(
0.97%
)
premium
2
Buy
4
Hold
1
Sell
Hold
premium
$3.30B
-9.94%
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.20
$0.4
(
0.7%
)
premium
1K
Buy
526
Hold
64
Sell
Moderate Buy
premium
$20.92B
14.04%
RITM
Rithm Capital
$10.94
$0.27
(
2.53%
)
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$5.69B
-0.81%
SCM
Stellus Capital
$13.43
$0.09
(
0.67%
)
premium
0
Buy
2
Hold
0
Sell
Hold
premium
$363.39M
5.58%
STWD
Starwood Property
$19.39
$0.33
(
1.73%
)
premium
5
Buy
2
Hold
0
Sell
Moderate Buy
premium
$6.54B
-11.34%
WHF
WhiteHorse
$9.93
$0.125
(
1.24%
)
premium
0
Buy
3
Hold
1
Sell
Hold
premium
$230.80M
-18.61%
ABR
Arbor Realty
$13.76
$0.05
(
0.36%
)
premium
1
Buy
2
Hold
2
Sell
Hold
premium
$2.60B
-12.69%
AMZA
< ETF >
InfraCap MLP ETF
$41.65
$0.51
(
1.24%
)
premium
―
premium
$392.42M
18.63%
AMZY
< ETF >
YieldMax AMZN Option Income Strategy ETF
$19.19
$0.13
(
0.68%
)
premium
―
premium
$250.31M
-10.37%
EFC
Ellington Financial
$12.13
$0.08
(
0.66%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$1.10B
-6.19%
FBY
< ETF >
YieldMax META Option Income Strategy ETF
$18.95
$0.16
(
0.84%
)
premium
―
premium
$151.52M
-12.00%
HTGC
Hercules Capital
$19.21
$0.19
(
1%
)
premium
4
Buy
1
Hold
0
Sell
Strong Buy
premium
$3.22B
17.06%
ICAP
< ETF >
InfraCap Equity Income Fund ETF
$26.42
$0.572
(
2.21%
)
premium
526
Buy
330
Hold
28
Sell
Moderate Buy
premium
$55.73M
6.33%
JFR
< FUND >
Nuveen Floating Rate Income Fund
$8.83
$0.08
(
0.91%
)
premium
―
premium
$502.59M
9.69%
KRP
Kimbell Royalty Partners
$15.41
$0.03
(
0.2%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$1.70B
1.05%
NLY
Annaly Capital
$19.02
$0.25
(
1.33%
)
premium
6
Buy
1
Hold
0
Sell
Strong Buy
premium
$10.66B
-6.12%
OBDC
Blue Owl Capital
$15.19
$0.03
(
0.2%
)
premium
4
Buy
0
Hold
2
Sell
Moderate Buy
premium
$5.93B
1.27%
OCSL
Oaktree Specialty Lending
$15.18
$0
(
0%
)
premium
0
Buy
5
Hold
1
Sell
Hold
premium
$1.25B
-25.70%
OMF
OneMain Holdings
$51.91
$0.73
(
1.43%
)
premium
7
Buy
4
Hold
0
Sell
Moderate Buy
premium
$6.20B
5.90%
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$22.03
$0.198
(
0.9%
)
premium
―
premium
$1.41B
7.78%
RIET
< ETF >
Hoya Capital High Dividend Yield ETF
$10.11
$0.12
(
1.2%
)
premium
170
Buy
180
Hold
27
Sell
Hold
premium
$84.44M
-8.26%
SFL
SFL Corporation
$9.74
$0.02
(
0.21%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$1.42B
-16.82%
SLVO
< ETF >
Credit Suisse X-Links Silver Shares Covered Call ETN
$74.60
$0.879
(
1.19%
)
premium
―
premium
$173.44M
-0.23%
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.08
$0.68
(
3.33%
)
premium
―
premium
$1.15B
-8.07%
TRMD
Torm
$18.08
$0.11
(
0.61%
)
premium
2
Buy
3
Hold
0
Sell
Moderate Buy
premium
$1.78B
-43.82%
UTG
< FUND >
Reaves Utility Income Fund
$31.25
$0.44
(
1.43%
)
premium
―
premium
$2.47B
18.73%
27
Results | Showing
1
out of
1
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