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JKP Fam - New Portfolio

Camille Howard

JKP Fam
Individual Investor
Ranked #202,310 out of 783,619 TipRanks' Investors
Success Rate
74%
26 out of 35
profitable transactions
Average Return
2.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.39%
6-Month Return-
12-Month Return-
YTD Return▲ 2.39%
Total Return▲ 3.01%

Best Trade

Opened at
Closed at-
Gain▲ 19.91%

Bio

Family Trust

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.22%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.52%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 2.39%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.04%▲ 5.96%▲ 3.22%
▲ 5.93%▼ 2.41%▼ 2.52%
▲ 3.19%▲ 2.68%▲ 2.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Total World Stock ETF
0.42%
▲ 3.00%
2
Buy
Jan 03, 2025
PGIM Ultra Short Bond ETF
1.27%
▲ 0.78%
3
Sell
Jan 03, 2025
Blue Owl Capital
▲ 3.06%
3
Close
Jan 03, 2025
Eagle Point Income Co
1.42%
▲ 1.74%
3
Buy
Jan 03, 2025
Hafnia
▼ 1.07%
2
Close
Jan 03, 2025
Defiance Oil Enhanced Options Income ETF
0.19%
▲ 1.76%
1
Open
Jan 03, 2025
YieldMax Universe Fund of Option Income ETFs
0.22%
▲ 0.22%
1
Open
Jan 03, 2025
Schwab 1000 Index ETF
0.42%
▲ 2.11%
2
Buy
Dec 24, 2024
Schwab U.S. Large-Cap Growth ETF
3.69%
▲ 2.03%
2
Buy
Dec 24, 2024
Main Street Capital
▲ 9.33%
2
Close
Dec 24, 2024
iShares Russell Top 200 Growth ETF
1.38%
▲ 1.73%
2
Buy
Dec 24, 2024
Energy Transfer
3.41%
▲ 13.73%
2
Buy
Dec 24, 2024
Coca-Cola
0.98%
▲ 2.73%
2
Buy
Dec 24, 2024
Defiance R2000 Enhanced Options Income ETF
7.73%
▲ 3.94%
1
Open
Dec 24, 2024
Apple
8.31%
▲ 4.20%
1
Open
Nov 18, 2024
United Parcel
1.11%
▼ 14.97%
1
Open
Nov 18, 2024
Nvidia
1.6%
▼ 11.05%
1
Open
Nov 18, 2024
Altria Group
6.78%
▼ 6.74%
1
Open
Nov 18, 2024
Walmart
0.13%
▲ 17.59%
1
Open
Nov 18, 2024
Eagle Point Credit Company
57.19%
▲ 0.69%
1
Open
Nov 18, 2024