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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:

Allocation

Top Stocks
57.16% ECC
8.36% AAPL
7.73% IWMY
6.81% MO
3.67% SCHG
16.27% Others
By Assets
84.71% Stocks
15.29% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
59.31% Financial
15.29% General
10.04% Technology
7.91% Consumer Defensive
4.90% Energy
2.55% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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jc8dfg2193t
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jc8dfg2193t
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AAPL
Apple
$236.00
$1.59
(0.67%)
After
0.32%
premium
18 Buy
9 Hold
4 Sell
Moderate Buy
premium
$3.57T
28.84%
VT
VT
< ETF >
Vanguard Total World Stock ETF
$121.07
$0.87
(0.71%)
After
0.11%
premium
premium
$42.72B
18.53%
UPS
United Parcel
$114.23
$0.67
(0.58%)
After
0%
premium
10 Buy
2 Hold
2 Sell
Moderate Buy
premium
$98.05B
-19.03%
SCHK
SCHK
< ETF >
Schwab 1000 Index ETF
$29.15
$0.15
(0.51%)
After
0%
premium
7K Buy
4K Hold
454 Sell
Moderate Buy
premium
$4.13B
25.56%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$28.45
$0.09
(0.32%)
After
0.04%
premium
2K Buy
1K Hold
121 Sell
Moderate Buy
premium
$38.89B
34.10%
PULS
PULS
< ETF >
PGIM Ultra Short Bond ETF
$49.76
$0.01
(0.02%)
After
0.02%
premium
premium
$10.21B
0.10%
NVDA
Nvidia
$120.07
$4.58
(3.67%)
After
0.07%
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
102.59%
MO
Altria Group
$52.23
$0.69
(1.34%)
After
0.04%
premium
3 Buy
3 Hold
2 Sell
Hold
premium
$87.35B
28.46%
WMT
Walmart
$98.16
$0.49
(0.5%)
After
0.11%
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$792.49B
79.09%
IWY
IWY
< ETF >
iShares Russell Top 200 Growth ETF
$238.29
$0.56
(0.23%)
After
0%
premium
1K Buy
582 Hold
64 Sell
Moderate Buy
premium
$14.18B
32.48%
ET
Energy Transfer
$20.48
$0.6
(2.85%)
After
0.15%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$72.18B
47.41%
EIC
Eagle Point Income Co
$15.80
$0.1
(0.64%)
After
0.63%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
1.81%
ECC
Eagle Point Credit Company
$8.78
$0.03
(0.34%)
After
0.34%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
-13.65%
ARCC
Ares Capital
$23.67
$0.25
(1.07%)
After
0.3%
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.13B
15.77%
AMD
Advanced Micro Devices
$115.95
$2.91
(2.45%)
After
0.06%
premium
14 Buy
8 Hold
1 Sell
Moderate Buy
premium
$192.89B
-29.12%
ALTG
Alta Equipment Group
$7.30
$0.12
(1.62%)
After
0%
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$246.76M
-30.65%
KO
Coca-Cola
$63.48
$0.57
(0.89%)
After
0.08%
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$275.91B
7.66%
XOM
Exxon Mobil
$106.83
$2.74
(2.5%)
After
0.16%
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$481.57B
6.58%
AMZN
Amazon
$237.68
$3.04
(1.3%)
After
0.02%
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.47T
51.19%
IWMY
IWMY
< ETF >
Defiance R2000 Enhanced Options Income ETF
$30.13
$0.14
(0.46%)
After
0.03%
premium
premium
$115.34M
-47.99%
USOY
USOY
< ETF >
Defiance Oil Enhanced Options Income ETF
$14.53
$0.06
(0.41%)
After
2.06%
premium
premium
$24.84M
-27.46%
YMAX
YMAX
< ETF >
YieldMax Universe Fund of Option Income ETFs
$16.60
$0.11
(0.66%)
After
0.06%
premium
premium
$766.09M
-18.54%