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J & K Shook - New Portfolio

J.A. Shook

J & K Shook
Individual Investor
Ranked #432,292 out of 858,971 TipRanks' Investors
Success Rate
53%
509 out of 953
profitable transactions
Average Return
3.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.57%
6-Month Return▲ 11.91%
12-Month Return▲ 26.39%
YTD Return▲ 7.52%
Total Return▲ 162.69%

Best Trade

Opened at
Closed at-
Gain▲ 177.09%

Bio

This is my portfolio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.31%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.39%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.33%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.34%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.25%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.32%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.56%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 1.39%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.31%
▲ 10.96%▲ 2.38%▼ 2.39%
▼ 3.68%▲ 0.19%▲ 2.33%
▼ 0.10%▲ 0.08%▲ 1.34%
▲ 4.06%▲ 1.47%▲ 5.25%
▼ 1.12%▼ 0.86%▲ 1.32%
▲ 0.60%▼ 4.94%▼ 0.56%
▲ 7.53%▲ 5.50%▲ 1.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lockheed Martin
0%
▲ 44.79%
1
Open
Mar 21, 2025
RTX
0%
▲ 13.80%
24
Open
Mar 19, 2025
General Dynamics
0%
▲ 30.22%
1
Open
Mar 19, 2025
Booz Allen
0%
▼ 25.61%
1
Open
Mar 19, 2025
AT&T
51.86%
▲ 2.87%
43
Buy
Mar 08, 2025
Ares Capital
36.83%
▲ 0.92%
58
Buy
Mar 08, 2025
Two Harbors
11.31%
▼ 3.26%
3
Open
Mar 08, 2025
Iron Mountain
0%
▲ 3.87%
92
Sell
Oct 21, 2024
Coca-Cola
0%
▲ 5.12%
37
Sell
Oct 21, 2024
Huntington Bancshares
0%
▲ 13.17%
13
Sell
Oct 21, 2024
KeyCorp
0%
▲ 4.20%
42
Sell
Oct 21, 2024
JPMorgan Chase
▲ 6.80%
10
Close
Oct 21, 2024
Hercules Capital, Inc.
0%
▲ 0.01%
43
Sell
Oct 21, 2024
JPMorgan Equity Premium Income ETF
▲ 0.89%
43
Close
Oct 21, 2024
Shell
0%
▲ 23.82%
6
Sell
Oct 21, 2024
Capital Southwest
▲ 15.53%
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
▲ 0.44%
39
Close
Jun 30, 2024