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JKP Fam - New Portfolio

Camille Howard

JKP Fam
Individual Investor
Ranked #249,646 out of 781,348 TipRanks' Investors
Success Rate
69%
24 out of 35
profitable transactions
Average Return
2.43%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
57.27% ECC
7.87% IWMY
7.84% AAPL
6.67% MO
3.65% SCHG
16.70% Others
By Assets
84.60% Stocks
15.39% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
59.38% Financial
15.39% General
9.79% Technology
7.74% Consumer Defensive
5.00% Energy
2.69% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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2cskpa3m30w
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premium
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premium
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ltrybp49v
ltrybp49v
premium
ltrybp49v
premium
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ltrybp49v
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5x4xu7
premium
5x4xu7
premium
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premium
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premium
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premium
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premium
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AAPL
Apple
$222.64
$7.34
(3.19%)
Pre
0.26%
premium
18 Buy
7 Hold
4 Sell
Moderate Buy
premium
$3.35T
14.83%
VT
VT
< ETF >
Vanguard Total World Stock ETF
$120.93
$1.45
(1.21%)
Pre
0.52%
premium
15K Buy
9K Hold
2K Sell
Hold
premium
$42.80B
17.75%
UPS
United Parcel
$132.87
$3.14
(2.42%)
Pre
0.7%
premium
13 Buy
4 Hold
2 Sell
Moderate Buy
premium
$113.39B
-16.22%
SCHK
SCHK
< ETF >
Schwab 1000 Index ETF
$29.21
$0.27
(0.93%)
Pre
0.14%
premium
14K Buy
8K Hold
936 Sell
Strong Buy
premium
$4.10B
24.88%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$28.47
$0.18
(0.64%)
Pre
0.81%
premium
5K Buy
2K Hold
250 Sell
Strong Buy
premium
$38.19B
32.68%
PULS
PULS
< ETF >
PGIM Ultra Short Bond ETF
$49.69
$0.02
(0.04%)
Pre
0.02%
premium
premium
$9.85B
0.18%
NVDA
Nvidia
$140.83
$3.12
(2.27%)
Pre
3.01%
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.45T
136.08%
MO
Altria Group
$51.47
$0.39
(0.75%)
Pre
0.08%
premium
4 Buy
2 Hold
2 Sell
Hold
premium
$87.23B
28.59%
WMT
Walmart
$93.08
$1.14
(1.24%)
Pre
0.09%
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$747.75B
71.96%
IWY
IWY
< ETF >
iShares Russell Top 200 Growth ETF
$238.82
$1.69
(0.71%)
Pre
0.49%
premium
3K Buy
1K Hold
136 Sell
Strong Buy
premium
$14.33B
31.45%
ET
Energy Transfer
$20.91
$0.62
(3.06%)
Pre
0.33%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$71.59B
50.65%
EIC
Eagle Point Income Co
$15.63
$0.09
(0.57%)
Pre
0.77%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
1.56%
ECC
Eagle Point Credit Company
$8.85
$0
(0%)
Pre
0.23%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
-10.33%
ARCC
Ares Capital
$23.37
$0.19
(0.82%)
Pre
0%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$15.10B
14.62%
AMD
Advanced Micro Devices
$122.28
$0.82
(0.68%)
Pre
1.14%
premium
21 Buy
10 Hold
1 Sell
Moderate Buy
premium
$198.44B
-30.29%
ALTG
Alta Equipment Group
$7.65
$0.36
(4.94%)
Pre
2.88%
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$254.41M
-30.83%
KO
Coca-Cola
$62.42
$0.29
(0.46%)
Pre
0.1%
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$268.89B
4.78%
XOM
Exxon Mobil
$111.47
$0.85
(0.76%)
Pre
0.34%
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$489.92B
15.85%
AMZN
Amazon
$230.71
$4.77
(2.11%)
Pre
0.77%
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.43T
49.06%
IWMY
IWMY
< ETF >
Defiance R2000 Enhanced Options Income ETF
$30.85
$0.64
(2.12%)
Pre
0%
premium
premium
$111.51M
-48.25%
USOY
USOY
< ETF >
Defiance Oil Enhanced Options Income ETF
$14.63
$0.11
(0.75%)
Pre
0.48%
premium
premium
$22.37M
-26.06%
YMAX
YMAX
< ETF >
YieldMax Universe Fund of Option Income ETFs
$16.88
$0.11
(0.66%)
Pre
0.65%
premium
premium
$736.38M
-16.90%