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Oshea Fund - New Portfolio

Oshea Warren

Oshea Fund
Individual Investor
Ranked #101,367 out of 841,213 TipRanks' Investors
Success Rate
73%
55 out of 75
profitable transactions
Average Return
23.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.25%
6-Month Return▲ 11.93%
12-Month Return▲ 23.05%
YTD Return▲ 0.78%
Total Return▲ 81.99%

Best Trade

Opened at
Closed at-
Gain▲ 145.01%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 3.57%
▲ 0.19%
▲ 1.36%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.38%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 0.78%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.57%▲ 0.19%▲ 1.36%
▼ 0.10%▲ 0.08%▼ 1.38%
▲ 1.08%▲ 1.11%▲ 0.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Procter & Gamble
8.42%
▼ 6.52%
7
Buy
Dec 26, 2025
Home Depot
8.91%
▲ 2.03%
6
Buy
Dec 26, 2025
Chevron
2.71%
▲ 1.98%
7
Buy
Dec 24, 2025
Coca-Cola
4.46%
▲ 6.74%
6
Buy
Dec 24, 2025
Duke Energy
4.37%
▲ 6.43%
4
Buy
Dec 24, 2025
Microsoft
9.46%
▲ 31.12%
4
Buy
Dec 24, 2025
Johnson & Johnson
11.05%
▲ 24.29%
5
Buy
Dec 24, 2025
American Express
2.22%
▲ 90.50%
5
Buy
Nov 28, 2025
Bank of America
2.54%
▲ 59.55%
6
Buy
Nov 28, 2025
Broadcom
4.92%
▲ 12.13%
4
Buy
Nov 28, 2025
Union Pacific
4.49%
▲ 6.05%
4
Buy
Nov 28, 2025
General Dynamics
10.9%
▲ 36.96%
4
Buy
Nov 28, 2025
Apple
16.63%
▲ 27.39%
4
Buy
Nov 28, 2025
Walmart
6.21%
▲ 61.31%
3
Buy
Sep 03, 2025
DaVita
▲ 26.83%
4
Sell
Nov 03, 2024
Costco
▲ 0.33%
2
Sell
Nov 03, 2024
Nvidia
2.7%
▲ 19.33%
2
Sell
Nov 01, 2024