tiprankstipranks

CAPS Replacement - New Portfolio

Sean Kessler

CAPS Replacement
Individual Investor
Ranked #125,481 out of 730,199 TipRanks' Investors
Success Rate
58%
44 out of 76
profitable transactions
Average Return
10.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.73%
6-Month Return▲ 21.81%
12-Month Return▲ 12.87%
YTD Return▼ 4.01%
Total Return▲ 44.76%

Best Trade

Opened at
Closed at
Gain▲ 123.54%

Bio

Medium to long term value investing

Performance

14.09%0-14.09%
▼ 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
▼ 14.09%
▼ 3.33%
▼ 2.53%
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%
▼ 14.09%▼ 3.33%▼ 2.53%

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
2.47%
▼ 0.74%
1
Open
Aug 14, 2023
Digital Ally
0%
▼ 79.14%
2
Sell
Apr 17, 2023
Cross Timbers Royalty
1.86%
▼ 23.37%
1
Open
Apr 17, 2023
China Index Holdings
▼ 34.69%
2
Close
Apr 14, 2023
One Liberty Properties
2.57%
▲ 8.11%
1
Open
Apr 03, 2023
Safehold
▲ 0.45%
2
Close
Mar 27, 2023
Safehold
1.61%
▼ 25.49%
1
Open
Mar 27, 2023
Crescent Capital BDC
0%
▲ 28.36%
2
Sell
Mar 26, 2023
AllianceBernstein
0%
▲ 9.57%
2
Sell
Mar 26, 2023
Sabine Royalty
2.41%
▼ 1.21%
1
Open
Mar 26, 2023
Essential Properties Realty
2.84%
▲ 15.21%
1
Open
Mar 13, 2023
Affiliated Managers
2.49%
▲ 2.46%
1
Open
Mar 06, 2023
Public Storage
2.02%
▼ 9.57%
1
Open
Mar 06, 2023
Terreno Realty
2.27%
▼ 10.21%
1
Open
Mar 06, 2023
MGIC Investment
3.76%
▲ 49.04%
1
Open
Feb 13, 2023
Ohio Valley Banc
2.21%
▼ 9.18%
1
Open
Feb 13, 2023
Trustmark
0%
▲ 13.10%
2
Sell
Feb 05, 2023
Intel
0%
▼ 2.79%
2
Sell
Feb 05, 2023
Value Line
1.96%
▼ 20.46%
1
Open
Jan 03, 2023