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New Portfolio - New Portfolio

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

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
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
AMZA
< ETF >
InfraCap MLP ETF
$41.65
$0.51
(1.24%)
premium
premium
$392.42M
18.63%
AMZY
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
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
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
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
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$22.03
$0.198
(0.9%)
premium
premium
$1.41B
7.78%
RIET
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
SLVO
< ETF >
Credit Suisse X-Links Silver Shares Covered Call ETN
$74.60
$0.879
(1.19%)
premium
premium
$173.44M
-0.23%
SVOL
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
UTG
< FUND >
Reaves Utility Income Fund
$31.25
$0.44
(1.43%)
premium
premium
$2.47B
18.73%