New Portfolio - New Portfolio

coachcahill@att.net

New Portfolio
Individual Investor
Ranked #149,039 out of 766,394 TipRanks' Investors
Success Rate
76%
31 out of 41
profitable transactions
Average Return
6.11%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.20% CSWC
5.00% AMZA
4.87% UTG
4.63% JEPQ
4.62% OMF
67.68% Others
By Assets
60.20% Stocks
31.69% ETFs
8.11% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
39.80% General
34.28% Financial
17.35% Real Estate
5.25% Energy
3.31% 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
$22.90
$0.18
(0.79%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.08B
4.51%
EPR
EPR Properties
$45.40
$0.21
(0.46%)
premium
2 Buy
3 Hold
1 Sell
Hold
premium
$3.45B
1.15%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.64
$0.08
(0.14%)
premium
1K Buy
532 Hold
62 Sell
Moderate Buy
premium
$18.51B
16.57%
RITM
Rithm Capital
$10.73
$0.08
(0.74%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.62B
10.53%
SCM
Stellus Capital
$13.73
$0.03
(0.22%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$372.31M
9.90%
STWD
Starwood Property
$19.30
$0.25
(1.28%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.59B
1.98%
WHF
WhiteHorse
$10.59
$0.075
(0.7%)
premium
0 Buy
3 Hold
1 Sell
Hold
premium
$247.89M
-11.86%
ABR
Arbor Realty
$15.50
$0.14
(0.9%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.95B
19.75%
AMZA
AMZA
< ETF >
InfraCap MLP ETF
$41.88
$0.22
(0.52%)
premium
premium
$398.57M
19.21%
AMZY
AMZY
< ETF >
YieldMax AMZN Option Income Strategy ETF
$20.55
$0.23
(1.13%)
premium
premium
$193.71M
-1.41%
EFC
Ellington Financial
$12.27
$0.12
(0.97%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.08B
-2.44%
FBY
FBY
< ETF >
YieldMax META Option Income Strategy ETF
$19.25
$0.04
(0.21%)
premium
premium
$131.00M
-6.57%
HTGC
Hercules Capital
$19.80
$0.17
(0.85%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.24B
24.58%
ICAP
ICAP
< ETF >
InfraCap Equity Income Fund ETF
$27.49
$0.374
(1.34%)
premium
578 Buy
353 Hold
28 Sell
Moderate Buy
premium
$57.59M
29.61%
JFR
JFR
< FUND >
Nuveen Floating Rate Income Fund
$8.98
$0.02
(0.22%)
premium
premium
$512.27M
11.03%
KRP
Kimbell Royalty Partners
$16.37
$0.23
(1.39%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.83B
5.93%
NLY
Annaly Capital
$19.48
$0.35
(1.77%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$11.12B
16.58%
OBDC
Blue Owl Capital
$14.73
$0.13
(0.87%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$5.80B
3.63%
OCSL
Oaktree Specialty Lending
$15.97
$0.04
(0.25%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.32B
-18.85%
OMF
OneMain Holdings
$54.12
$0.65
(1.19%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.66B
49.46%
PFFA
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$22.73
$0.14
(0.61%)
premium
premium
$1.42B
21.33%
RIET
RIET
< ETF >
Hoya Capital High Dividend Yield ETF
$10.66
$0.175
(1.61%)
premium
156 Buy
175 Hold
23 Sell
Hold
premium
$92.58M
16.84%
SFL
SFL Corporation
$10.07
$0.1
(0.98%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.48B
-6.53%
SLVO
SLVO
< ETF >
Credit Suisse X-Links Silver Shares Covered Call ETN
$78.87
$0.12
(0.15%)
premium
premium
$140.28M
12.37%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.90
$0.01
(0.05%)
premium
premium
$1.24B
-3.52%
TRMD
Torm
$22.95
$0.85
(3.57%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$2.30B
-23.64%
UTG
UTG
< FUND >
Reaves Utility Income Fund
$33.50
$0.05
(0.15%)
premium
premium
$2.64B
32.64%