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CAPS Replacement - New Portfolio
Sean Kessler
CAPS ReplacementIndividual Investor
Ranked #68,011 out of 808,802 TipRanks' Investors
Success Rate
57 out of 78
profitable transactions
profitable transactions
Average Return
23.56%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.90%
6-Month Return▼ 4.09%
12-Month Return▲ 0.16%
YTD Return▼ 3.23%
Total Return▲ 67.32%
Best Trade
Bio
Medium to long term value investing
Performance
14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 7.33%
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
▲ 1.84%
▼ 0.87%
▼ 1.34%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 1.24%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.00%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 2.35%
Jul 2025
▲ 5.10%▼ 2.41%▼ 7.33%
▲ 6.03%▲ 2.69%▲ 0.10%
▼ 12.86%▼ 1.27%▼ 0.27%
▼ 1.80%▼ 5.57%▼ 5.64%
▲ 1.84%▼ 0.87%▼ 1.34%
▲ 12.20%▲ 6.28%▼ 1.24%
▲ 6.24%▲ 5.14%▲ 3.00%
▲ 14.83%▲ 1.65%▲ 2.35%
Recent Activity
Heartland Financial USA
―
▲ 42.69%
2
Close
Jan 31, 2025
UMB Financial
2.53%
▼ 6.48%
1
Open
Jan 31, 2025
Macatawa Bank
―
▲ 63.43%
2
Close
Aug 02, 2024
Wintrust Financial
3.84%
▲ 34.66%
1
Open
Aug 02, 2024
Salisbury Bancorp
―
▲ 3.32%
2
Close
Aug 14, 2023
NBT Bancorp
2.6%
▲ 25.67%
1
Open
Aug 14, 2023
Digital Ally
0%
▼ 99.99%
2
Sell
Apr 17, 2023
Cross Timbers Royalty
1.08%
▼ 42.77%
1
Open
Apr 17, 2023
China Index Holdings
―
▼ 34.69%
2
Close
Apr 14, 2023
One Liberty Properties
2.26%
▲ 20.10%
1
Open
Apr 03, 2023
Safehold
―
▲ 0.45%
2
Close
Mar 27, 2023
Safehold
1.1%
▼ 38.22%
1
Open
Mar 27, 2023
Crescent Capital BDC
0%
▲ 25.57%
2
Sell
Mar 26, 2023
AllianceBernstein
0%
▲ 49.69%
2
Sell
Mar 26, 2023
Sabine Royalty
2.19%
▲ 14.74%
1
Open
Mar 26, 2023
Essential Properties Realty
2.85%
▲ 40.59%
1
Open
Mar 13, 2023
Affiliated Managers
2.8%
▲ 33.26%
1
Open
Mar 06, 2023
Public Storage
1.88%
▲ 2.68%
1
Open
Mar 06, 2023
Terreno Realty
1.99%
▼ 5.20%
1
Open
Mar 06, 2023
MGIC Investment
4.04%
▲ 90.34%
1
Open
Feb 13, 2023