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JKP Fam - New Portfolio

Camille Howard

JKP Fam
Individual Investor
Ranked #469,441 out of 793,101 TipRanks' Investors
Success Rate
46%
16 out of 35
profitable transactions
Average Return
-1.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.14%
6-Month Return-
12-Month Return-
YTD Return▼ 1.66%
Total Return▼ 0.98%

Best Trade

Opened at
Closed at-
Gain▲ 13.14%

Bio

Family Trust

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.19%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.42%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 1.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.09%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 2.23%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%▲ 3.19%
▲ 5.39%▼ 2.41%▼ 2.42%
▲ 5.83%▲ 2.69%▲ 1.69%
▼ 12.86%▼ 1.27%▼ 1.09%
▲ 2.82%▼ 4.80%▼ 2.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Total World Stock ETF
0.44%
▲ 0.92%
2
Buy
Jan 03, 2025
PGIM Ultra Short Bond ETF
1.37%
▲ 1.35%
3
Sell
Jan 03, 2025
Blue Owl Capital
▲ 3.06%
3
Close
Jan 03, 2025
Eagle Point Income Co
1.45%
▼ 0.24%
3
Buy
Jan 03, 2025
Hafnia
▼ 1.06%
2
Close
Jan 03, 2025
Defiance Oil Enhanced Options Income ETF
0.17%
▼ 0.08%
1
Open
Jan 03, 2025
YieldMax Universe Fund of Option Income ETFs
0.2%
▼ 6.29%
1
Open
Jan 03, 2025
Schwab 1000 Index ETF
0.43%
▼ 3.19%
2
Buy
Dec 24, 2024
Schwab U.S. Large-Cap Growth ETF
3.64%
▼ 6.02%
2
Buy
Dec 24, 2024
Main Street Capital
▲ 9.33%
2
Close
Dec 24, 2024
iShares Russell Top 200 Growth ETF
1.36%
▼ 6.10%
2
Buy
Dec 24, 2024
Energy Transfer
3.38%
▲ 3.51%
2
Buy
Dec 24, 2024
Coca-Cola
1.14%
▲ 11.84%
2
Buy
Dec 24, 2024
Defiance R2000 Enhanced Options Income ETF
7.43%
▼ 0.44%
1
Open
Dec 24, 2024
Apple
8.4%
▼ 3.09%
1
Open
Nov 18, 2024
United Parcel
1.21%
▼ 13.08%
1
Open
Nov 18, 2024
Nvidia
1.69%
▼ 13.36%
1
Open
Nov 18, 2024
Altria Group
8.06%
▲ 4.32%
1
Open
Nov 18, 2024
Walmart
0.12%
▲ 4.57%
1
Open
Nov 18, 2024
Eagle Point Credit Company
55.63%
▼ 5.43%
1
Open
Nov 18, 2024