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New Portfolio - New Portfolio

PerformancePortfolio Details

coachcahill@att.net

New Portfolio
Individual Investor
Ranked #248,578 out of 858,971 TipRanks' Investors
Success Rate
68%
28 out of 41
profitable transactions
Average Return
13.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.08%
6-Month Return▲ 6.15%
12-Month Return▲ 19.71%
YTD Return▲ 3.56%
Total Return▲ 44.29%

Best Trade

AssetCredit Suis... (SLVO)
Opened at
Closed at-
Gain▲ 89.46%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 2.88%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.31%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.48%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.39%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.64%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.87%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.60%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 4.49%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 2.88%
▲ 10.96%▲ 2.38%▼ 1.31%
▼ 3.68%▲ 0.19%▲ 2.48%
▼ 0.10%▲ 0.08%▼ 0.39%
▲ 4.06%▲ 1.47%▲ 2.64%
▼ 1.12%▼ 0.86%▼ 1.87%
▲ 0.60%▼ 4.94%▼ 1.60%
▲ 7.53%▲ 5.50%▲ 4.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
OHI
Omega Healthcare
―
▲ 42.49%
3
Close
Oct 13, 2024
CSWC
Capital Southwest
14.39%
▲ 62.88%
2
Sell
Aug 17, 2024
BOAT
SonicShares Global Shipping ETF
―
▲ 8.65%
2
Close
Aug 17, 2024
EPR
EPR Properties
0.66%
▲ 11.44%
3
Open
Aug 17, 2024
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
5.11%
▲ 39.49%
2
Buy
Aug 17, 2024
XIFR
XPLR Infrastructure
―
▼ 4.96%
2
Close
Aug 17, 2024
RITM
Rithm Capital
4.33%
▲ 11.16%
2
Buy
Aug 17, 2024
SCM
Stellus Capital
2.42%
▼ 12.81%
2
Buy
Aug 17, 2024
STWD
Starwood Property
3.55%
▲ 0.89%
3
Open
Aug 17, 2024
WHF
WhiteHorse
2.03%
▼ 13.48%
2
Buy
Aug 17, 2024
CIM
Chimera Investment
―
▲ 8.40%
2
Close
Aug 17, 2024
ABR
Arbor Realty
1.72%
▼ 29.42%
1
Open
Aug 17, 2024
AMZA
InfraCap MLP ETF
5.79%
▲ 25.20%
1
Open
Aug 17, 2024
AMZY
YieldMax AMZN Option Income Strategy ETF
1.23%
▲ 28.83%
1
Open
Aug 17, 2024
EFC
Ellington Financial
3.38%
▲ 17.66%
1
Open
Aug 17, 2024
FBY
YieldMax META Option Income Strategy ETF
2.24%
▲ 12.00%
1
Open
Aug 17, 2024
HTGC
Hercules Capital, Inc.
3.66%
▼ 4.10%
1
Open
Aug 17, 2024
ICAP
InfraCap Equity Income Fund ETF
4.94%
▲ 24.50%
1
Open
Aug 17, 2024
JFR
Nuveen Floating Rate Income Fund
2.96%
▲ 5.93%
1
Open
Aug 17, 2024
KRP
Kimbell Royalty Partners
3.3%
▲ 7.26%
1
Open
Aug 17, 2024