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CAPS Replacement - New Portfolio

Sean Kessler

CAPS Replacement
Individual Investor
Ranked #65,942 out of 831,442 TipRanks' Investors
Success Rate
76%
60 out of 79
profitable transactions
Average Return
27.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.35%
6-Month Return▲ 10.06%
12-Month Return▼ 4.61%
YTD Return▲ 1.79%
Total Return▲ 76.00%

Best Trade

Opened at
Closed at-
Gain▲ 136.38%

Bio

Medium to long term value investing

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▼ 1.21%
May 2025
▲ 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
▼ 3.44%
▲ 0.19%
▲ 4.61%
Nov 2025
▲ 0.81%
▲ 0.15%
▲ 1.31%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▼ 1.21%
▲ 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%
▼ 3.44%▲ 0.19%▲ 4.61%
▲ 0.81%▲ 0.15%▲ 1.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Essa Bancorp
▲ 57.79%
2
Close
Jul 23, 2025
Cnb Financial
3.19%
▲ 11.00%
1
Open
Jul 23, 2025
Heartland Financial USA
▲ 42.69%
2
Close
Jan 31, 2025
UMB Financial
2.56%
▼ 1.44%
1
Open
Jan 31, 2025
Macatawa Bank
▲ 63.43%
2
Close
Aug 02, 2024
Wintrust Financial
3.82%
▲ 40.02%
1
Open
Aug 02, 2024
Salisbury Bancorp
▲ 3.32%
2
Close
Aug 14, 2023
NBT Bancorp
2.4%
▲ 22.71%
1
Open
Aug 14, 2023
Digital Ally
0%
▼ 99.99%
2
Sell
Apr 17, 2023
Cross Timbers Royalty
0.92%
▼ 48.30%
1
Open
Apr 17, 2023
China Index Holdings
▼ 34.69%
2
Close
Apr 14, 2023
One Liberty Properties
1.92%
▲ 7.82%
1
Open
Apr 03, 2023
Safehold
▲ 0.45%
2
Close
Mar 27, 2023
Safehold
0.95%
▼ 44.15%
1
Open
Mar 27, 2023
Crescent Capital BDC
0%
▲ 31.85%
2
Sell
Mar 26, 2023
AllianceBernstein
0%
▲ 62.96%
2
Sell
Mar 26, 2023
Sabine Royalty
2.3%
▲ 28.40%
1
Open
Mar 26, 2023
Essential Properties Realty
2.75%
▲ 42.02%
1
Open
Mar 13, 2023
Affiliated Managers
3.5%
▲ 72.78%
1
Open
Mar 06, 2023
Public Storage
1.74%
▼ 0.45%
1
Open
Mar 06, 2023