tiprankstipranks

CAPS Replacement - New Portfolio

Sean Kessler

CAPS Replacement
Individual Investor
Ranked #123,543 out of 731,625 TipRanks' Investors
Success Rate
58%
44 out of 76
profitable transactions
Average Return
10.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.62%
6-Month Return▲ 14.02%
12-Month Return▲ 15.07%
YTD Return▼ 4.99%
Total Return▲ 43.28%

Best Trade

Opened at
Closed at
Gain▲ 123.53%

Bio

Medium to long term value investing

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 5.24%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.09%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.69%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 13.49%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.20%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 2.34%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.26%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.29%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.24%
▼ 6.45%▼ 2.17%▼ 2.09%
▲ 9.22%▲ 9.13%▲ 8.69%
▲ 5.14%▲ 4.57%▲ 13.49%
▼ 1.87%▲ 1.59%▼ 4.20%
▲ 14.08%▲ 5.22%▼ 2.34%
▲ 5.05%▲ 3.27%▲ 5.26%
▼ 12.40%▼ 4.03%▼ 5.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Salisbury Bancorp
▲ 3.32%
2
Close
Aug 14, 2023
NBT Bancorp
2.51%
▲ 0.11%
1
Open
Aug 14, 2023
Digital Ally
0%
▼ 78.19%
2
Sell
Apr 17, 2023
Cross Timbers Royalty
1.71%
▼ 29.32%
1
Open
Apr 17, 2023
China Index Holdings
▼ 34.69%
2
Close
Apr 14, 2023
One Liberty Properties
2.64%
▲ 9.68%
1
Open
Apr 03, 2023
Safehold
▲ 0.45%
2
Close
Mar 27, 2023
Safehold
1.59%
▼ 27.80%
1
Open
Mar 27, 2023
Crescent Capital BDC
0%
▲ 29.25%
2
Sell
Mar 26, 2023
AllianceBernstein
0%
▲ 8.23%
2
Sell
Mar 26, 2023
Sabine Royalty
2.41%
▼ 3.89%
1
Open
Mar 26, 2023
Essential Properties Realty
2.88%
▲ 15.30%
1
Open
Mar 13, 2023
Affiliated Managers
2.46%
▲ 0.29%
1
Open
Mar 06, 2023
Public Storage
2.04%
▼ 10.27%
1
Open
Mar 06, 2023
Terreno Realty
2.23%
▼ 11.88%
1
Open
Mar 06, 2023
MGIC Investment
3.74%
▲ 50.51%
1
Open
Feb 13, 2023
Ohio Valley Banc
2.09%
▼ 10.94%
1
Open
Feb 13, 2023
Trustmark
0%
▲ 15.72%
2
Sell
Feb 05, 2023
Intel
0%
▼ 14.43%
2
Sell
Feb 05, 2023
Value Line
1.88%
▼ 23.85%
1
Open
Jan 03, 2023