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J & K Shook - New Portfolio

J.A. Shook

J & K Shook
Individual Investor
Ranked #354,964 out of 799,340 TipRanks' Investors
Success Rate
53%
502 out of 953
profitable transactions
Average Return
2.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.43%
6-Month Return▲ 1.38%
12-Month Return▲ 11.87%
YTD Return▲ 3.53%
Total Return▲ 120.79%

Best Trade

Opened at
Closed at
Gain▲ 69.09%

Bio

This is my portfolio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.45%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.91%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 4.78%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 4.76%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.59%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.34%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 4.32%
Apr 2025
▲ 12.36%
▲ 5.96%
▲ 3.08%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.45%
▲ 25.97%▲ 5.96%▲ 4.91%
▲ 5.41%▼ 2.41%▼ 4.78%
▲ 6.02%▲ 2.69%▲ 4.76%
▼ 12.86%▼ 1.27%▲ 2.59%
▼ 1.80%▼ 5.57%▼ 2.34%
▲ 1.74%▼ 0.87%▼ 4.32%
▲ 12.36%▲ 5.96%▲ 3.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lockheed Martin
0%
▲ 2.16%
1
Open
Mar 21, 2025
RTX
0%
▲ 5.18%
24
Open
Mar 19, 2025
General Dynamics
0%
▲ 1.58%
1
Open
Mar 19, 2025
Booz Allen
0%
▲ 9.53%
1
Open
Mar 19, 2025
AT&T
48.93%
▲ 2.71%
43
Buy
Mar 08, 2025
Ares Capital
40.03%
▲ 1.82%
58
Buy
Mar 08, 2025
Two Harbors
11.05%
▼ 6.34%
3
Open
Mar 08, 2025
Iron Mountain
0%
▲ 3.15%
92
Sell
Oct 21, 2024
Coca-Cola
0%
▲ 3.34%
37
Sell
Oct 21, 2024
Huntington Bancshares
0%
▲ 10.40%
13
Sell
Oct 21, 2024
KeyCorp
0%
▲ 1.28%
42
Sell
Oct 21, 2024
JPMorgan Chase
▲ 6.80%
10
Close
Oct 21, 2024
Hercules Capital
0%
▲ 0.62%
43
Sell
Oct 21, 2024
JPMorgan Equity Premium Income ETF
▲ 0.89%
43
Close
Oct 21, 2024
Shell
0%
▲ 2.86%
6
Sell
Oct 21, 2024
Capital Southwest
▲ 15.54%
29
Close
Oct 01, 2024
HSBC Holdings
▲ 0.82%
3
Close
Oct 01, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
▲ 0.22%
40
Close
Jul 15, 2024
Arbor Realty
▲ 7.95%
46
Close
Jul 01, 2024
Global X Russell 2000 Covered Call ETF
▼ 0.20%
39
Close
Jun 30, 2024