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CAPS Replacement - New Portfolio

Sean Kessler

CAPS Replacement
Individual Investor
Ranked #58,908 out of 817,942 TipRanks' Investors
Success Rate
76%
60 out of 79
profitable transactions
Average Return
26.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.85%
6-Month Return▲ 7.18%
12-Month Return▲ 5.83%
YTD Return▲ 1.20%
Total Return▲ 74.98%

Best Trade

Opened at
Closed at-
Gain▲ 143.24%

Bio

Medium to long term value investing

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 0.27%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.64%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.38%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 1.21%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.00%
Jun 2025
▲ 27.87%
▲ 2.30%
▼ 1.68%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 8.28%
Aug 2025
▲ 7.90%
▲ 1.95%
▲ 0.55%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 0.27%
▼ 1.80%▼ 5.57%▼ 5.64%
▲ 1.84%▼ 0.87%▼ 1.38%
▲ 12.20%▲ 6.28%▼ 1.21%
▲ 6.24%▲ 5.14%▲ 3.00%
▲ 27.87%▲ 2.30%▼ 1.68%
▲ 4.87%▲ 2.05%▲ 8.28%
▲ 7.90%▲ 1.95%▲ 0.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Essa Bancorp
▲ 57.79%
2
Close
Jul 23, 2025
Cnb Financial
3.12%
▲ 8.25%
1
Open
Jul 23, 2025
Heartland Financial USA
▲ 42.69%
2
Close
Jan 31, 2025
UMB Financial
2.7%
▲ 4.34%
1
Open
Jan 31, 2025
Macatawa Bank
▲ 63.43%
2
Close
Aug 02, 2024
Wintrust Financial
3.75%
▲ 38.03%
1
Open
Aug 02, 2024
Salisbury Bancorp
▲ 3.32%
2
Close
Aug 14, 2023
NBT Bancorp
2.48%
▲ 26.34%
1
Open
Aug 14, 2023
Digital Ally
0%
▼ 99.99%
2
Sell
Apr 17, 2023
Cross Timbers Royalty
0.85%
▼ 52.61%
1
Open
Apr 17, 2023
China Index Holdings
▼ 34.69%
2
Close
Apr 14, 2023
One Liberty Properties
2.17%
▲ 20.25%
1
Open
Apr 03, 2023
Safehold
▲ 0.45%
2
Close
Mar 27, 2023
Safehold
1.17%
▼ 31.28%
1
Open
Mar 27, 2023
Crescent Capital BDC
0%
▲ 36.03%
2
Sell
Mar 26, 2023
AllianceBernstein
0%
▲ 42.93%
2
Sell
Mar 26, 2023
Sabine Royalty
2.43%
▲ 34.87%
1
Open
Mar 26, 2023
Essential Properties Realty
2.67%
▲ 37.52%
1
Open
Mar 13, 2023
Affiliated Managers
3%
▲ 49.23%
1
Open
Mar 06, 2023
Public Storage
1.88%
▲ 6.80%
1
Open
Mar 06, 2023