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:

Allocation

Top Stocks
13.39% CSWC
4.99% OHI
4.45% AMZA
4.36% UTG
4.15% JEPQ
68.66% Others
By Assets
63.50% Stocks
29.24% ETFs
7.26% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
36.49% General
32.52% Financial
21.82% Real Estate
5.61% Energy
3.54% 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
$25.08
$0.27
(1.09%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.16B
10.91%
OHI
Omega Healthcare
$40.46
$0.62
(1.51%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$10.59B
23.33%
EPR
EPR Properties
$48.63
$0.55
(1.12%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$3.72B
19.02%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.89
$0.16
(0.29%)
premium
3K Buy
1K Hold
114 Sell
Strong Buy
premium
$16.53B
17.77%
RITM
Rithm Capital
$11.26
$0.04
(0.36%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.49B
19.49%
SCM
Stellus Capital
$13.69
$0.01
(0.07%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$355.44M
0.07%
STWD
Starwood Property
$20.71
$0.22
(1.07%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.85B
5.51%
WHF
WhiteHorse
$11.45
$0.03
(0.26%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$266.83M
-5.36%
ABR
Arbor Realty
$15.51
$0.28
(1.84%)
premium
1 Buy
1 Hold
2 Sell
Hold
premium
$2.87B
3.39%
AMZA
AMZA
< ETF >
InfraCap MLP ETF
$40.22
$0.86
(2.09%)
premium
premium
$395.08M
18.90%
AMZY
AMZY
< ETF >
YieldMax AMZN Option Income Strategy ETF
$19.80
$0.07
(0.35%)
premium
premium
$178.17M
1.09%
EFC
Ellington Financial
$12.98
$0.02
(0.15%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.13B
3.85%
FBY
FBY
< ETF >
YieldMax META Option Income Strategy ETF
$19.73
$0.01
(0.05%)
premium
premium
$101.32M
1.88%
HTGC
Hercules Capital
$19.57
$0.03
(0.15%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.17B
20.99%
ICAP
ICAP
< ETF >
InfraCap Equity Income Fund ETF
$27.07
$0.006
(0.02%)
premium
1K Buy
684 Hold
42 Sell
Strong Buy
premium
$58.23M
21.55%
JFR
JFR
< FUND >
Nuveen Floating Rate Income Fund
$8.66
$0.09
(1.03%)
premium
premium
$498.04M
7.23%
KRP
Kimbell Royalty Partners
$15.58
$0.38
(2.38%)
premium
1 Buy
0 Hold
1 Sell
Hold
premium
$1.76B
3.91%
NLY
Annaly Capital
$20.40
$0.1
(0.49%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$10.93B
5.13%
OBDC
Blue Owl Capital
$14.90
$0.08
(0.54%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$5.78B
6.69%
OCSL
Oaktree Specialty Lending
$16.11
$0.21
(1.32%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$1.31B
-19.94%
OMF
OneMain Holdings
$46.49
$1.5
(3.33%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$5.39B
14.59%
PFFA
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$22.89
$0
(0%)
premium
premium
$1.31B
20.09%
RIET
RIET
< ETF >
Hoya Capital High Dividend Yield ETF
$11.14
$0.07
(0.62%)
premium
171 Buy
195 Hold
24 Sell
Hold
premium
$91.51M
15.80%
SFL
SFL Corporation
$11.64
$0.26
(2.28%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.66B
2.80%
SLVO
SLVO
< ETF >
Credit Suisse X-Links Silver Shares Covered Call ETN
$80.17
$0.02
(0.02%)
premium
premium
$140.28M
11.79%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$22.09
$0.02
(0.09%)
premium
premium
$1.26B
-0.88%
TRMD
Torm
$35.36
$0.86
(2.49%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$3.27B
24.77%
UTG
UTG
< FUND >
Reaves Utility Income Fund
$32.40
$0.06
(0.19%)
premium
premium
$2.56B
28.95%