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J & K Shook - New Portfolio

J.A. Shook

J & K Shook
Individual Investor
Ranked #335,516 out of 793,101 TipRanks' Investors
Success Rate
53%
503 out of 953
profitable transactions
Average Return
2.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.02%
6-Month Return▲ 5.73%
12-Month Return▲ 17.66%
YTD Return▲ 4.72%
Total Return▲ 123.33%

Best Trade

Opened at
Closed at-
Gain▲ 70.00%

Bio

This is my portfolio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.78%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.73%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.45%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.91%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.78%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 4.62%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.56%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 2.41%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.78%
▲ 2.93%▲ 2.10%▲ 0.73%
▲ 10.00%▼ 0.89%▲ 0.45%
▲ 26.01%▲ 5.96%▲ 4.91%
▲ 5.39%▼ 2.41%▼ 4.78%
▲ 5.83%▲ 2.69%▲ 4.62%
▼ 12.86%▼ 1.27%▲ 2.56%
▲ 2.82%▼ 4.80%▼ 2.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lockheed Martin
0%
▼ 1.07%
1
Open
Mar 21, 2025
RTX
0%
▲ 5.64%
24
Open
Mar 19, 2025
General Dynamics
0%
▼ 0.78%
1
Open
Mar 19, 2025
Booz Allen
0%
▼ 6.69%
1
Open
Mar 19, 2025
AT&T
48.25%
▲ 2.84%
43
Buy
Mar 08, 2025
Ares Capital
39.46%
▲ 2.05%
58
Buy
Mar 08, 2025
Two Harbors
12.29%
▼ 1.41%
3
Open
Mar 08, 2025
Iron Mountain
0%
▲ 2.88%
92
Sell
Oct 21, 2024
Coca-Cola
0%
▲ 3.30%
37
Sell
Oct 21, 2024
Huntington Bancshares
0%
▲ 8.65%
13
Sell
Oct 21, 2024
KeyCorp
0%
▲ 1.27%
42
Sell
Oct 21, 2024
JPMorgan Chase
▲ 6.80%
10
Close
Oct 21, 2024
Hercules Capital
0%
▲ 1.30%
43
Sell
Oct 21, 2024
JPMorgan Equity Premium Income ETF
▲ 0.89%
43
Close
Oct 21, 2024
Shell
0%
▲ 5.87%
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
▼ 0.04%
39
Close
Jun 30, 2024