tiprankstipranks
Trending News
More News >

CAPS Replacement - New Portfolio

Sean Kessler

CAPS Replacement
Individual Investor
Ranked #80,006 out of 804,567 TipRanks' Investors
Success Rate
69%
54 out of 78
profitable transactions
Average Return
18.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.43%
6-Month Return▼ 9.08%
12-Month Return▲ 7.36%
YTD Return▼ 8.78%
Total Return▲ 57.74%

Best Trade

Opened at
Closed at
Gain▲ 123.52%

Bio

Medium to long term value investing

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 10.00%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 7.31%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 0.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.27%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.64%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.35%
Apr 2025
▲ 12.21%
▲ 6.28%
▼ 1.24%
May 2025
▲ 4.35%
▲ 1.13%
▼ 0.61%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 10.00%
▲ 5.10%▼ 2.41%▼ 7.31%
▲ 6.03%▲ 2.69%▲ 0.10%
▼ 12.86%▼ 1.27%▼ 0.27%
▼ 1.80%▼ 5.57%▼ 5.64%
▲ 1.83%▼ 0.87%▼ 1.35%
▲ 12.21%▲ 6.28%▼ 1.24%
▲ 4.35%▲ 1.13%▼ 0.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Heartland Financial USA
▲ 42.69%
2
Close
Jan 31, 2025
UMB Financial
2.47%
▼ 13.96%
1
Open
Jan 31, 2025
Macatawa Bank
▲ 63.43%
2
Close
Aug 02, 2024
Wintrust Financial
3.68%
▲ 21.61%
1
Open
Aug 02, 2024
Salisbury Bancorp
▲ 3.32%
2
Close
Aug 14, 2023
NBT Bancorp
2.5%
▲ 14.01%
1
Open
Aug 14, 2023
Digital Ally
0%
▼ 99.99%
2
Sell
Apr 17, 2023
Cross Timbers Royalty
1.15%
▼ 42.72%
1
Open
Apr 17, 2023
China Index Holdings
▼ 34.69%
2
Close
Apr 14, 2023
One Liberty Properties
2.58%
▲ 26.87%
1
Open
Apr 03, 2023
Safehold
▲ 0.45%
2
Close
Mar 27, 2023
Safehold
1.19%
▼ 37.74%
1
Open
Mar 27, 2023
Crescent Capital BDC
0%
▲ 19.93%
2
Sell
Mar 26, 2023
AllianceBernstein
0%
▲ 47.20%
2
Sell
Mar 26, 2023
Sabine Royalty
2.33%
▲ 14.74%
1
Open
Mar 26, 2023
Essential Properties Realty
3.19%
▲ 46.99%
1
Open
Mar 13, 2023
Affiliated Managers
2.6%
▲ 16.67%
1
Open
Mar 06, 2023
Public Storage
2.04%
▲ 5.05%
1
Open
Mar 06, 2023
Terreno Realty
2.17%
▼ 3.31%
1
Open
Mar 06, 2023
MGIC Investment
4.57%
▲ 103.20%
1
Open
Feb 13, 2023