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CAPS Replacement - New Portfolio

Sean Kessler

CAPS Replacement
Individual Investor
Ranked #47,364 out of 849,606 TipRanks' Investors
Success Rate
81%
64 out of 79
profitable transactions
Average Return
29.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.24%
6-Month Return▲ 7.60%
12-Month Return▲ 3.19%
YTD Return▲ 3.99%
Total Return▲ 80.58%

Best Trade

Opened at
Closed at-
Gain▲ 140.13%

Bio

Medium to long term value investing

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 3.00%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.68%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 8.28%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.47%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.13%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 4.64%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.40%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 3.99%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 3.00%
▲ 7.60%▲ 2.30%▼ 1.68%
▲ 2.76%▲ 2.05%▲ 8.28%
▲ 12.88%▲ 3.56%▼ 1.47%
▲ 10.96%▲ 2.38%▼ 3.13%
▼ 3.58%▲ 0.19%▲ 4.64%
▼ 0.10%▲ 0.08%▼ 0.40%
▲ 3.22%▲ 1.43%▲ 3.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Essa Bancorp
▲ 57.79%
2
Close
Jul 23, 2025
Cnb Financial
3.18%
▲ 13.39%
1
Open
Jul 23, 2025
Heartland Financial USA
▲ 42.69%
2
Close
Jan 31, 2025
UMB Financial
2.65%
▲ 5.07%
1
Open
Jan 31, 2025
Macatawa Bank
▲ 63.43%
2
Close
Aug 02, 2024
Wintrust Financial
3.95%
▲ 48.59%
1
Open
Aug 02, 2024
Salisbury Bancorp
▲ 3.32%
2
Close
Aug 14, 2023
NBT Bancorp
2.43%
▲ 27.33%
1
Open
Aug 14, 2023
Kustom Entertainment
0%
▼ 100.00%
2
Sell
Apr 17, 2023
Cross Timbers Royalty
0.86%
▼ 50.35%
1
Open
Apr 17, 2023
China Index Holdings
▼ 34.69%
2
Close
Apr 14, 2023
One Liberty Properties
1.97%
▲ 16.47%
1
Open
Apr 03, 2023
Safehold
▲ 0.45%
2
Close
Mar 27, 2023
Safehold
1.03%
▼ 36.99%
1
Open
Mar 27, 2023
Crescent Capital BDC
0%
▲ 28.57%
2
Sell
Mar 26, 2023
AllianceBernstein
0%
▲ 52.95%
2
Sell
Mar 26, 2023
Sabine Royalty
2.1%
▲ 21.93%
1
Open
Mar 26, 2023
Essential Properties Realty
2.69%
▲ 42.86%
1
Open
Mar 13, 2023
Affiliated Managers
4.07%
▲ 106.25%
1
Open
Mar 06, 2023
Public Storage
1.83%
▲ 8.72%
1
Open
Mar 06, 2023