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JKP Fam - New Portfolio

Camille Howard

JKP Fam
Individual Investor
Ranked #294,253 out of 815,981 TipRanks' Investors
Success Rate
64%
34 out of 53
profitable transactions
Average Return
4.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.08%
6-Month Return▲ 8.36%
12-Month Return-
YTD Return▲ 9.09%
Total Return▲ 9.81%

Best Trade

Opened at
Closed at-
Gain▲ 25.95%

Bio

Family Trust

Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 1.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.09%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.22%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.35%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.06%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.49%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 2.15%
Jul 2025
▲ 7.88%
▲ 2.05%
▲ 2.34%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 1.78%
▼ 12.86%▼ 1.27%▼ 1.09%
▼ 1.80%▼ 5.57%▼ 4.22%
▲ 1.84%▼ 0.87%▼ 2.35%
▲ 12.20%▲ 6.28%▲ 5.06%
▲ 6.24%▲ 5.14%▲ 5.49%
▲ 27.87%▲ 2.30%▲ 2.15%
▲ 7.88%▲ 2.05%▲ 2.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
5.62%
▲ 2.17%
2
Sell
Aug 13, 2025
Vanguard Total World Stock ETF
0.13%
▲ 13.90%
3
Sell
Aug 13, 2025
United Parcel
▼ 32.72%
2
Close
Aug 13, 2025
Schwab 1000 Index ETF
0.49%
▲ 6.22%
3
Buy
Aug 13, 2025
Schwab U.S. Large-Cap Growth ETF
1.81%
▲ 9.32%
3
Sell
Aug 13, 2025
PGIM Ultra Short Bond ETF
1.39%
▲ 3.75%
4
Sell
Aug 13, 2025
Nvidia
0.25%
▲ 24.31%
2
Sell
Aug 13, 2025
Altria Group
0.67%
▲ 25.95%
2
Sell
Aug 13, 2025
Walmart
0.01%
▲ 16.47%
2
Sell
Aug 13, 2025
iShares Russell Top 200 Growth ETF
1.12%
▲ 10.29%
3
Sell
Aug 13, 2025
Energy Transfer
6.23%
▲ 1.05%
3
Buy
Aug 13, 2025
Eagle Point Income Co
3.13%
▲ 0.40%
4
Buy
Aug 13, 2025
Eagle Point Credit Company
47.98%
▼ 1.46%
2
Sell
Aug 13, 2025
Ares Capital
0.52%
▲ 10.42%
2
Sell
Aug 13, 2025
Coca-Cola
0.04%
▲ 12.70%
3
Sell
Aug 13, 2025
Exxon Mobil
2.02%
▲ 2.42%
2
Buy
Aug 13, 2025
Amazon
1.14%
▲ 13.54%
2
Sell
Aug 13, 2025
Defiance R2000 Enhanced Options Income ETF
10.6%
▲ 4.81%
2
Buy
Aug 13, 2025
Defiance Oil Enhanced Options Income ETF
0.15%
▲ 0.79%
2
Buy
Aug 13, 2025
YieldMax Universe Fund of Option Income ETFs
0.25%
▲ 3.17%
2
Buy
Aug 13, 2025