tiprankstipranks

JKP Fam - New Portfolio

Camille Howard

JKP Fam
Individual Investor
Ranked #437,791 out of 793,835 TipRanks' Investors
Success Rate
40%
14 out of 35
profitable transactions
Average Return
-3.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.63%
6-Month Return-
12-Month Return-
YTD Return▼ 3.98%
Total Return▼ 3.35%

Best Trade

Opened at
Closed at-
Gain▲ 15.47%

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
▲ 5.33%
▼ 2.41%
▼ 2.45%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 1.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.09%
Feb 2025
▲ 1.87%
▼ 6.20%
▼ 4.63%
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%
▲ 5.33%▼ 2.41%▼ 2.45%
▲ 5.89%▲ 2.69%▲ 1.78%
▼ 12.86%▼ 1.27%▼ 1.09%
▲ 1.87%▼ 6.20%▼ 4.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Total World Stock ETF
0.43%
▼ 1.85%
2
Buy
Jan 03, 2025
PGIM Ultra Short Bond ETF
1.37%
▲ 1.49%
3
Sell
Jan 03, 2025
Blue Owl Capital
▲ 3.06%
3
Close
Jan 03, 2025
Eagle Point Income Co
1.45%
▼ 0.44%
3
Buy
Jan 03, 2025
Hafnia
▼ 1.06%
2
Close
Jan 03, 2025
Defiance Oil Enhanced Options Income ETF
0.18%
▲ 0.16%
1
Open
Jan 03, 2025
YieldMax Universe Fund of Option Income ETFs
0.19%
▼ 11.93%
1
Open
Jan 03, 2025
Schwab 1000 Index ETF
0.41%
▼ 6.43%
2
Buy
Dec 24, 2024
Schwab U.S. Large-Cap Growth ETF
3.47%
▼ 10.47%
2
Buy
Dec 24, 2024
Main Street Capital
▲ 9.33%
2
Close
Dec 24, 2024
iShares Russell Top 200 Growth ETF
1.3%
▼ 10.25%
2
Buy
Dec 24, 2024
Energy Transfer
3.36%
▲ 2.58%
2
Buy
Dec 24, 2024
Coca-Cola
1.17%
▲ 14.14%
2
Buy
Dec 24, 2024
Defiance R2000 Enhanced Options Income ETF
7.14%
▼ 3.52%
1
Open
Dec 24, 2024
Apple
8.31%
▼ 4.33%
1
Open
Nov 18, 2024
United Parcel
1.15%
▼ 17.69%
1
Open
Nov 18, 2024
Nvidia
1.53%
▼ 21.74%
1
Open
Nov 18, 2024
Altria Group
8.16%
▲ 7.12%
1
Open
Nov 18, 2024
Walmart
0.12%
▲ 1.78%
1
Open
Nov 18, 2024
Eagle Point Credit Company
56.43%
▼ 4.36%
1
Open
Nov 18, 2024