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Oshea Fund - New Portfolio

Oshea Warren

Oshea Fund
Individual Investor
Ranked #79,526 out of 861,174 TipRanks' Investors
Success Rate
77%
58 out of 75
profitable transactions
Average Return
26.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.65%
6-Month Return▲ 7.23%
12-Month Return▲ 32.13%
YTD Return▲ 5.76%
Total Return▲ 90.94%

Best Trade

Opened at
Closed at-
Gain▲ 182.41%

Bio

Performance

16.06%0-16.06%
▲ 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
▼ 1.33%
▼ 0.86%
▲ 2.68%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.91%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 4.92%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 1.26%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 2.23%
▼ 3.68%▲ 0.19%▲ 1.34%
▼ 0.10%▲ 0.08%▼ 1.38%
▲ 4.06%▲ 1.47%▲ 3.47%
▼ 1.33%▼ 0.86%▲ 2.68%
▲ 0.52%▼ 4.94%▼ 3.91%
▲ 16.06%▲ 10.51%▲ 4.92%
▲ 2.08%▼ 0.09%▼ 1.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Procter & Gamble
8.22%
▼ 5.27%
7
Buy
Dec 26, 2025
Home Depot
7.47%
▼ 11.35%
6
Buy
Dec 26, 2025
Chevron
3.16%
▲ 23.13%
7
Buy
Dec 24, 2025
Coca-Cola
4.85%
▲ 20.31%
6
Buy
Dec 24, 2025
Duke Energy
4.58%
▲ 15.62%
4
Buy
Dec 24, 2025
Microsoft
7.89%
▲ 13.43%
4
Buy
Dec 24, 2025
Johnson & Johnson
11.61%
▲ 35.43%
5
Buy
Dec 24, 2025
American Express
1.78%
▲ 58.78%
5
Buy
Nov 28, 2025
Bank of America
2.28%
▲ 48.21%
6
Buy
Nov 28, 2025
Broadcom
5.94%
▲ 34.15%
4
Buy
Nov 28, 2025
Union Pacific
4.96%
▲ 21.53%
4
Buy
Nov 28, 2025
General Dynamics
10.44%
▲ 36.04%
4
Buy
Nov 28, 2025
Apple
17.13%
▲ 36.14%
4
Buy
Nov 28, 2025
Walmart
6.9%
▲ 85.93%
3
Buy
Sep 03, 2025
DaVita
▲ 26.83%
4
Sell
Nov 03, 2024
Costco
▲ 0.33%
2
Sell
Nov 03, 2024
Nvidia
2.8%
▲ 24.37%
2
Sell
Nov 01, 2024