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Oshea Fund - New Portfolio

Oshea Warren

Oshea Fund
Individual Investor
Ranked #82,676 out of 858,971 TipRanks' Investors
Success Rate
75%
56 out of 75
profitable transactions
Average Return
25.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.99%
6-Month Return▲ 7.37%
12-Month Return▲ 35.21%
YTD Return▲ 5.04%
Total Return▲ 89.64%

Best Trade

Opened at
Closed at-
Gain▲ 169.92%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.79%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.23%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.34%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.38%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.47%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.79%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.78%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 2.64%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 2.79%
▲ 10.96%▲ 2.38%▲ 2.23%
▼ 3.68%▲ 0.19%▲ 1.34%
▼ 0.10%▲ 0.08%▼ 1.38%
▲ 4.06%▲ 1.47%▲ 3.47%
▼ 1.12%▼ 0.86%▲ 2.79%
▲ 0.60%▼ 4.94%▼ 3.78%
▲ 7.53%▲ 5.50%▲ 2.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Procter & Gamble
8.37%
▼ 5.16%
7
Buy
Dec 26, 2025
Home Depot
8.29%
▼ 3.19%
6
Buy
Dec 26, 2025
Chevron
3.2%
▲ 22.81%
7
Buy
Dec 24, 2025
Coca-Cola
4.82%
▲ 17.57%
6
Buy
Dec 24, 2025
Duke Energy
4.76%
▲ 18.30%
4
Buy
Dec 24, 2025
Microsoft
7.46%
▲ 5.41%
4
Buy
Dec 24, 2025
Johnson & Johnson
12.52%
▲ 43.74%
5
Buy
Dec 24, 2025
American Express
1.84%
▲ 61.07%
5
Buy
Nov 28, 2025
Bank of America
2.37%
▲ 51.51%
6
Buy
Nov 28, 2025
Broadcom
5.51%
▲ 24.52%
4
Buy
Nov 28, 2025
Union Pacific
4.81%
▲ 15.96%
4
Buy
Nov 28, 2025
General Dynamics
10.35%
▲ 32.80%
4
Buy
Nov 28, 2025
Apple
16.3%
▲ 27.47%
4
Buy
Nov 28, 2025
Walmart
6.7%
▲ 77.72%
3
Buy
Sep 03, 2025
DaVita
▲ 26.83%
4
Sell
Nov 03, 2024
Costco
▲ 0.33%
2
Sell
Nov 03, 2024
Nvidia
2.71%
▲ 20.93%
2
Sell
Nov 01, 2024