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Jeff value and income play

Trader Name: JeffK
Joined: 6/27/2017
Education: Graduate
Trading Experience: 10-20 yrs
Portfolio is focused on value plays through solid fundamentals and income through dividends. Generally, less volatile than my growth portfolio with companies with strong brands that have strength within their industries. At times will seek investments or industries that are out out of favor or overly "beaten up" to unlock value.

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6

Successes

66.67 %

Success Rate

0.39 %

MTD

1.37 %

YTD

4.11 %

All Time

224

Avg. Holding Days


Performance Vs S&P 500

Closed Recommendations

SymbolTypeStrategy Created Closed% Return
EPDEquityBuy Long8/8/20177/26/201812.34 %
NKEEquityBuy Long8/8/20176/7/201825.14 %
AAPLEquityBuy Long8/8/20175/10/201817.73 %
TJXEquityBuy Long8/8/20174/5/201818.38 %
KMIEquityBuy Long8/8/20173/26/2018-25.41 %
FBEquityBuy Long8/8/20173/26/2018-9.67 %
JPMEquityBuy Long8/8/20171/10/201815.72 %
GOOGLEquityBuy Long8/8/20171/4/201816.16 %
GEEquityBuy Long8/8/201711/1/2017-22.48 %

My Other Services

Service NameAvg % Return
since Inception
Recommendations
Open/Closed
% SuccessYTD ReturnAll Time ReturnFees
Jeff K's growth and value portfolio10.89 %7/1580.00 %6.70 %12.29 %FreeFollow