New Portfolio - New Portfolio

coachcahill@att.net

New Portfolio
Individual Investor
Ranked #162,637 out of 766,001 TipRanks' Investors
Success Rate
73%
30 out of 41
profitable transactions
Average Return
6.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.15%
6-Month Return▲ 5.06%
12-Month Return▲ 20.59%
YTD Return▲ 13.07%
Total Return▲ 30.85%

Best Trade

Opened at
Closed at
Gain▲ 42.49%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.82%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.97%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.41%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.30%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.61%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.75%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 1.11%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.82%
▲ 11.46%▲ 5.06%▲ 4.97%
▼ 2.25%▲ 3.53%▲ 0.41%
▲ 25.72%▲ 1.21%▲ 1.30%
▼ 4.22%▲ 2.34%▲ 2.55%
▲ 7.82%▲ 2.10%▲ 1.61%
▲ 6.02%▼ 0.89%▼ 1.75%
▲ 5.59%▲ 5.20%▲ 1.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Omega Healthcare
▲ 42.49%
3
Close
Oct 13, 2024
Capital Southwest
13.1%
▲ 35.39%
2
Sell
Aug 17, 2024
SonicShares Global Shipping ETF
▲ 8.65%
2
Close
Aug 17, 2024
EPR Properties
0.5%
▼ 5.74%
3
Open
Aug 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
4.58%
▲ 16.54%
2
Buy
Aug 17, 2024
Nextera Energy Partners
▼ 4.96%
2
Close
Aug 17, 2024
Rithm Capital
4.25%
▲ 3.35%
2
Buy
Aug 17, 2024
Stellus Capital
3.26%
▲ 6.90%
2
Buy
Aug 17, 2024
Starwood Property
3.57%
▼ 2.31%
3
Open
Aug 17, 2024
WhiteHorse
2.69%
▼ 1.67%
2
Buy
Aug 17, 2024
Chimera Investment
▲ 8.40%
2
Close
Aug 17, 2024
Arbor Realty
3.18%
▲ 18.01%
1
Open
Aug 17, 2024
InfraCap MLP ETF
4.96%
▲ 3.89%
1
Open
Aug 17, 2024
YieldMax AMZN Option Income Strategy ETF
1.91%
▲ 13.34%
1
Open
Aug 17, 2024
Ellington Financial
3.05%
▼ 3.72%
1
Open
Aug 17, 2024
YieldMax META Option Income Strategy ETF
3.67%
▲ 14.91%
1
Open
Aug 17, 2024
Hercules Capital
4.33%
▲ 5.58%
1
Open
Aug 17, 2024
InfraCap Equity Income Fund ETF
4.55%
▲ 8.48%
1
Open
Aug 17, 2024
Nuveen Floating Rate Income Fund
3.21%
▲ 4.14%
1
Open
Aug 17, 2024
Kimbell Royalty Partners
3.51%
▲ 4.82%
1
Open
Aug 17, 2024