tiprankstipranks

New Portfolio - New Portfolio

KstLEE

New Portfolio
Individual Investor
Ranked #15,591 out of 730,641 TipRanks' Investors
Success Rate
86%
44 out of 51
profitable transactions
Average Return
34.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.43%
6-Month Return▲ 16.71%
12-Month Return▲ 21.10%
YTD Return▲ 2.85%
Total Return▲ 59.12%

Best Trade

Opened at
Closed at-
Gain▲ 126.75%

Bio

BDC factor model

Performance

14.47%0-14.47%
▼ 4.52%
▼ 4.74%
▲ 0.74%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 6.00%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.07%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.00%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.68%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.15%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.86%
Mar 2024
▼ 14.47%
▼ 2.83%
▲ 0.43%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▲ 0.74%
▼ 6.45%▼ 2.17%▼ 6.00%
▲ 9.22%▲ 9.13%▲ 7.07%
▲ 5.14%▲ 4.57%▲ 5.00%
▼ 1.87%▲ 1.59%▲ 0.68%
▲ 14.08%▲ 5.22%▼ 0.15%
▲ 5.05%▲ 3.27%▲ 1.86%
▼ 14.47%▼ 2.83%▲ 0.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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BlackRock Capital Investment
▲ 21.05%
2
Close
Mar 18, 2024
First Eagle Alternative Capital BDC
▲ 4.97%
2
Close
Mar 09, 2023
SLR Investment Corp.
5.11%
▲ 15.13%
2
Sell
Mar 31, 2022
Garrison
▼ 22.46%
2
Close
Feb 11, 2022
Crescent Capital BDC
0%
▲ 71.10%
1
Open
Feb 03, 2020
FS KKR Capital
0%
▲ 42.28%
1
Open
Jan 03, 2020
Bain Capital Specialty Finance
0%
▲ 33.98%
1
Open
Jan 03, 2020
Great Elm Capital
0%
▼ 54.85%
1
Open
Jan 03, 2020
Monroe Capital
0%
▲ 10.17%
1
Open
Jan 03, 2020
Logan Ridge Finance
0%
▼ 52.72%
1
Open
Jan 03, 2020
OFS Capital
0%
▲ 40.53%
1
Open
Jan 03, 2020
Stellus Capital
0%
▲ 55.56%
1
Open
Jan 03, 2020
BlackRock TCP Capital
0%
▲ 17.26%
1
Open
Jan 03, 2020
WhiteHorse
0%
▲ 56.14%
1
Open
Jan 03, 2020
Oxford Square Capital
0%
▲ 8.29%
1
Open
Jan 03, 2020
Barings BDC
0%
▲ 34.12%
1
Open
Jan 03, 2020
SuRo Capital
0%
▲ 9.14%
1
Open
Jan 03, 2020
Pennantpark $
0%
▲ 48.78%
1
Open
Jan 03, 2020
Pennantpark Investment
0%
▲ 76.40%
1
Open
Jan 03, 2020
Prospect Capital
0%
▲ 31.03%
1
Open
Jan 03, 2020