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CAPS Replacement - New Portfolio

Sean Kessler

CAPS Replacement
Individual Investor
Ranked #63,236 out of 783,619 TipRanks' Investors
Success Rate
71%
55 out of 77
profitable transactions
Average Return
23.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.24%
6-Month Return▲ 1.96%
12-Month Return▲ 16.21%
YTD Return▲ 1.24%
Total Return▲ 67.89%

Best Trade

Opened at
Closed at-
Gain▲ 124.75%

Bio

Medium to long term value investing

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.70%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 11.93%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.25%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.57%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.99%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 7.23%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 1.24%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.70%
▲ 8.13%▲ 1.21%▲ 11.93%
▼ 13.14%▲ 2.34%▼ 0.48%
▲ 2.93%▲ 2.10%▼ 0.25%
▲ 9.99%▼ 0.89%▼ 0.57%
▲ 26.04%▲ 5.96%▲ 9.99%
▲ 5.93%▼ 2.41%▼ 7.23%
▲ 3.19%▲ 2.68%▲ 1.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Macatawa Bank
▲ 63.43%
2
Close
Aug 02, 2024
Wintrust Financial
3.78%
▲ 32.14%
1
Open
Aug 02, 2024
Salisbury Bancorp
▲ 3.32%
2
Close
Aug 14, 2023
NBT Bancorp
2.81%
▲ 34.87%
1
Open
Aug 14, 2023
Digital Ally
0%
▼ 97.77%
2
Sell
Apr 17, 2023
Cross Timbers Royalty
1.18%
▼ 39.73%
1
Open
Apr 17, 2023
China Index Holdings
▼ 34.69%
2
Close
Apr 14, 2023
One Liberty Properties
2.48%
▲ 28.37%
1
Open
Apr 03, 2023
Safehold
▲ 0.45%
2
Close
Mar 27, 2023
Safehold
1.18%
▼ 34.69%
1
Open
Mar 27, 2023
Crescent Capital BDC
0%
▲ 57.69%
2
Sell
Mar 26, 2023
AllianceBernstein
0%
▲ 38.80%
2
Sell
Mar 26, 2023
Sabine Royalty
2.19%
▲ 11.70%
1
Open
Mar 26, 2023
Essential Properties Realty
2.97%
▲ 44.99%
1
Open
Mar 13, 2023
Affiliated Managers
2.5%
▲ 19.95%
1
Open
Mar 06, 2023
Public Storage
1.97%
▲ 5.80%
1
Open
Mar 06, 2023
Terreno Realty
2.31%
▲ 9.01%
1
Open
Mar 06, 2023
MGIC Investment
4.07%
▲ 91.38%
1
Open
Feb 13, 2023
Ohio Valley Banc
1.88%
▼ 5.59%
1
Open
Feb 13, 2023
Trustmark
0%
▲ 47.08%
2
Sell
Feb 05, 2023