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JKP Fam - New Portfolio

Camille Howard

JKP Fam
Individual Investor
Not Ranked
Ranked #― out of 1 TipRanks' Investors
Success Rate
77%
41 out of 53
profitable transactions
Average Return
7.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.51%
6-Month Return▲ 17.61%
12-Month Return-
YTD Return▲ 12.92%
Total Return▲ 13.66%

Best Trade

Opened at
Closed at-
Gain▲ 42.77%

Bio

Family Trust

Performance

14.06%0-14.06%
▲ 1.65%
▼ 1.27%
▼ 1.09%
Feb 2025
▼ 4.94%
▼ 5.57%
▼ 4.22%
Mar 2025
▲ 1.11%
▼ 0.87%
▼ 2.35%
Apr 2025
▲ 14.06%
▲ 6.28%
▲ 5.06%
May 2025
▲ 10.82%
▲ 5.14%
▲ 5.49%
Jun 2025
▲ 7.00%
▲ 2.30%
▲ 2.15%
Jul 2025
▲ 2.23%
▲ 2.05%
▲ 2.34%
Aug 2025
▲ 11.44%
▲ 2.88%
▲ 3.51%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 1.65%▼ 1.27%▼ 1.09%
▼ 4.94%▼ 5.57%▼ 4.22%
▲ 1.11%▼ 0.87%▼ 2.35%
▲ 14.06%▲ 6.28%▲ 5.06%
▲ 10.82%▲ 5.14%▲ 5.49%
▲ 7.00%▲ 2.30%▲ 2.15%
▲ 2.23%▲ 2.05%▲ 2.34%
▲ 11.44%▲ 2.88%▲ 3.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
6.46%
▲ 12.43%
2
Sell
Aug 13, 2025
Vanguard Total World Stock ETF
0.14%
▲ 16.94%
3
Sell
Aug 13, 2025
United Parcel
▼ 32.72%
2
Close
Aug 13, 2025
Schwab 1000 Index ETF
0.53%
▲ 9.12%
3
Buy
Aug 13, 2025
Schwab U.S. Large-Cap Growth ETF
1.96%
▲ 13.44%
3
Sell
Aug 13, 2025
PGIM Ultra Short Bond ETF
1.45%
▲ 4.11%
4
Sell
Aug 13, 2025
Nvidia
0.27%
▲ 27.18%
2
Sell
Aug 13, 2025
Altria Group
0.68%
▲ 25.13%
2
Sell
Aug 13, 2025
Walmart
0.01%
▲ 23.89%
2
Sell
Aug 13, 2025
iShares Russell Top 200 Growth ETF
1.22%
▲ 15.75%
3
Sell
Aug 13, 2025
Energy Transfer
6.41%
▼ 0.44%
3
Buy
Aug 13, 2025
Eagle Point Income Co
3.12%
▼ 3.07%
4
Buy
Aug 13, 2025
Eagle Point Credit Company
43.24%
▼ 13.21%
2
Sell
Aug 13, 2025
Ares Capital
0.49%
▲ 3.07%
2
Sell
Aug 13, 2025
Coca-Cola
0.04%
▲ 8.10%
3
Sell
Aug 13, 2025
Exxon Mobil
2.16%
▲ 5.04%
2
Buy
Aug 13, 2025
Amazon
1.14%
▲ 8.96%
2
Sell
Aug 13, 2025
Defiance R2000 Enhanced Options Income ETF
10.96%
▲ 8.62%
2
Buy
Aug 13, 2025
Defiance Oil Enhanced Options Income ETF
0.15%
▲ 1.50%
2
Buy
Aug 13, 2025
YieldMax Universe Fund of Option Income ETFs
0.26%
▲ 6.40%
2
Buy
Aug 13, 2025