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JKP Fam - New Portfolio

Camille Howard

JKP Fam
Individual Investor
Ranked #281,761 out of 788,370 TipRanks' Investors
Success Rate
66%
23 out of 35
profitable transactions
Average Return
1.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.67%
6-Month Return-
12-Month Return-
YTD Return▲ 1.78%
Total Return▲ 2.46%

Best Trade

Opened at
Closed at-
Gain▲ 15.34%

Bio

Family Trust

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.22%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 2.46%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.26%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 0.51%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.03%▲ 5.96%▲ 3.22%
▲ 5.94%▼ 2.41%▼ 2.46%
▲ 5.25%▲ 2.69%▲ 1.26%
▼ 10.49%▼ 0.31%▲ 0.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Total World Stock ETF
0.42%
▲ 2.97%
2
Buy
Jan 03, 2025
PGIM Ultra Short Bond ETF
1.27%
▲ 1.14%
3
Sell
Jan 03, 2025
Blue Owl Capital
▲ 3.06%
3
Close
Jan 03, 2025
Eagle Point Income Co
1.43%
▲ 4.54%
3
Buy
Jan 03, 2025
Hafnia
▼ 1.07%
2
Close
Jan 03, 2025
Defiance Oil Enhanced Options Income ETF
0.17%
▼ 6.75%
1
Open
Jan 03, 2025
YieldMax Universe Fund of Option Income ETFs
0.21%
▼ 0.56%
1
Open
Jan 03, 2025
Schwab 1000 Index ETF
0.41%
▲ 0.86%
2
Buy
Dec 24, 2024
Schwab U.S. Large-Cap Growth ETF
3.6%
▲ 0.13%
2
Buy
Dec 24, 2024
Main Street Capital
▲ 9.33%
2
Close
Dec 24, 2024
iShares Russell Top 200 Growth ETF
1.35%
▲ 0.64%
2
Buy
Dec 24, 2024
Energy Transfer
3.22%
▲ 6.31%
2
Buy
Dec 24, 2024
Coca-Cola
1.09%
▲ 14.44%
2
Buy
Dec 24, 2024
Defiance R2000 Enhanced Options Income ETF
7.31%
▲ 1.06%
1
Open
Dec 24, 2024
Apple
8.67%
▲ 7.81%
1
Open
Nov 18, 2024
United Parcel
1.13%
▼ 12.68%
1
Open
Nov 18, 2024
Nvidia
1.74%
▼ 4.07%
1
Open
Nov 18, 2024
Altria Group
7.15%
▼ 0.39%
1
Open
Nov 18, 2024
Walmart
0.12%
▲ 12.98%
1
Open
Nov 18, 2024
Eagle Point Credit Company
57.03%
▲ 2.76%
1
Open
Nov 18, 2024