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CAPS Replacement - New Portfolio

Sean Kessler

CAPS Replacement
Individual Investor
Ranked #59,884 out of 798,764 TipRanks' Investors
Success Rate
69%
54 out of 78
profitable transactions
Average Return
19.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.56%
6-Month Return▼ 12.44%
12-Month Return▲ 3.04%
YTD Return▼ 7.61%
Total Return▲ 53.05%

Best Trade

Opened at
Closed at
Gain▲ 123.54%

Bio

Medium to long term value investing

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.57%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 10.00%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 7.34%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 0.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.27%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.64%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 1.27%
Apr 2025
▲ 6.31%
▲ 1.77%
▼ 0.66%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.57%
▲ 25.97%▲ 5.96%▲ 10.00%
▲ 5.41%▼ 2.41%▼ 7.34%
▲ 6.02%▲ 2.69%▲ 0.10%
▼ 12.86%▼ 1.27%▼ 0.27%
▼ 1.80%▼ 5.57%▼ 5.64%
▲ 1.74%▼ 0.87%▼ 1.27%
▲ 6.31%▲ 1.77%▼ 0.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Heartland Financial USA
▲ 42.69%
2
Close
Jan 31, 2025
UMB Financial
2.51%
▼ 12.28%
1
Open
Jan 31, 2025
Macatawa Bank
▲ 63.43%
2
Close
Aug 02, 2024
Wintrust Financial
3.52%
▲ 17.33%
1
Open
Aug 02, 2024
Salisbury Bancorp
▲ 3.32%
2
Close
Aug 14, 2023
NBT Bancorp
2.69%
▲ 22.51%
1
Open
Aug 14, 2023
Digital Ally
0%
▼ 99.98%
2
Sell
Apr 17, 2023
Cross Timbers Royalty
1.17%
▼ 41.84%
1
Open
Apr 17, 2023
China Index Holdings
▼ 34.69%
2
Close
Apr 14, 2023
One Liberty Properties
2.41%
▲ 19.54%
1
Open
Apr 03, 2023
Safehold
▲ 0.45%
2
Close
Mar 27, 2023
Safehold
1.18%
▼ 37.70%
1
Open
Mar 27, 2023
Crescent Capital BDC
0%
▲ 33.15%
2
Sell
Mar 26, 2023
AllianceBernstein
0%
▲ 49.03%
2
Sell
Mar 26, 2023
Sabine Royalty
2.25%
▲ 10.36%
1
Open
Mar 26, 2023
Essential Properties Realty
3.14%
▲ 46.13%
1
Open
Mar 13, 2023
Affiliated Managers
2.5%
▲ 13.30%
1
Open
Mar 06, 2023
Public Storage
2.12%
▲ 9.02%
1
Open
Mar 06, 2023
Terreno Realty
2.13%
▼ 4.36%
1
Open
Mar 06, 2023
MGIC Investment
4.39%
▲ 96.81%
1
Open
Feb 13, 2023