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Oshea Fund - New Portfolio

Oshea Warren

Oshea Fund
Individual Investor
Ranked #125,511 out of 831,442 TipRanks' Investors
Success Rate
70%
46 out of 66
profitable transactions
Average Return
26.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.31%
6-Month Return▲ 17.98%
12-Month Return▲ 21.21%
YTD Return▲ 23.30%
Total Return▲ 82.00%

Best Trade

Opened at
Closed at-
Gain▲ 149.43%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.62%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.79%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.22%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.27%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.79%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.23%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.54%
Nov 2025
▲ 0.81%
▲ 0.15%
▼ 0.79%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.62%
▲ 9.25%▲ 5.14%▲ 4.79%
▲ 7.60%▲ 2.30%▲ 2.22%
▲ 2.76%▲ 2.05%▲ 5.27%
▲ 12.88%▲ 3.56%▲ 2.79%
▲ 10.96%▲ 2.38%▲ 2.23%
▼ 3.44%▲ 0.19%▲ 1.54%
▲ 0.81%▲ 0.15%▼ 0.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
2.14%
▲ 84.22%
5
Buy
Nov 28, 2025
Bank of America
2.44%
▲ 53.21%
6
Buy
Nov 28, 2025
Broadcom
5.76%
▲ 27.27%
4
Buy
Nov 28, 2025
Coca-Cola
4.46%
▲ 9.45%
5
Buy
Nov 28, 2025
Union Pacific
4.58%
▲ 8.57%
4
Buy
Nov 28, 2025
General Dynamics
10.43%
▲ 31.46%
4
Buy
Nov 28, 2025
Procter & Gamble
8.18%
▼ 7.14%
5
Buy
Nov 28, 2025
Home Depot
8.19%
▲ 0.80%
4
Buy
Nov 28, 2025
Apple
17.85%
▲ 37.10%
4
Buy
Nov 28, 2025
Duke Energy
4.22%
▲ 7.65%
3
Buy
Sep 17, 2025
Microsoft
9.52%
▲ 43.11%
3
Buy
Sep 12, 2025
Chevron
2.52%
▼ 4.43%
6
Buy
Sep 11, 2025
Johnson & Johnson
10.75%
▲ 27.43%
4
Buy
Sep 10, 2025
Walmart
6.31%
▲ 64.22%
3
Buy
Sep 03, 2025
DaVita
▲ 26.83%
4
Sell
Nov 03, 2024
Costco
▲ 0.33%
2
Sell
Nov 03, 2024
Nvidia
2.66%
▲ 18.35%
2
Sell
Nov 01, 2024