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J & K Shook - New Portfolio

J.A. Shook

J & K Shook
Individual Investor
Ranked #397,689 out of 808,802 TipRanks' Investors
Success Rate
53%
506 out of 953
profitable transactions
Average Return
2.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.09%
6-Month Return▲ 5.14%
12-Month Return▲ 14.22%
YTD Return▲ 9.16%
Total Return▲ 132.80%

Best Trade

Opened at
Closed at-
Gain▲ 100.69%

Bio

This is my portfolio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 4.78%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.76%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.59%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.34%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.14%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.39%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.85%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.03%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.78%
▲ 6.03%▲ 2.69%▲ 4.76%
▼ 12.86%▼ 1.27%▲ 2.59%
▼ 1.80%▼ 5.57%▼ 2.34%
▲ 1.84%▼ 0.87%▼ 4.14%
▲ 12.20%▲ 6.28%▲ 3.39%
▲ 6.24%▲ 5.14%▲ 3.85%
▲ 14.83%▲ 1.65%▲ 1.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lockheed Martin
0%
▲ 7.44%
1
Open
Mar 21, 2025
RTX
0%
▲ 7.68%
24
Open
Mar 19, 2025
General Dynamics
0%
▲ 13.19%
1
Open
Mar 19, 2025
Booz Allen
0%
▼ 2.89%
1
Open
Mar 19, 2025
AT&T
48.86%
▲ 3.16%
43
Buy
Mar 08, 2025
Ares Capital
42.09%
▲ 2.99%
58
Buy
Mar 08, 2025
Two Harbors
9.05%
▼ 12.22%
3
Open
Mar 08, 2025
Iron Mountain
0%
▲ 3.24%
92
Sell
Oct 21, 2024
Coca-Cola
0%
▲ 3.70%
37
Sell
Oct 21, 2024
Huntington Bancshares
0%
▲ 12.91%
13
Sell
Oct 21, 2024
KeyCorp
0%
▲ 2.24%
42
Sell
Oct 21, 2024
JPMorgan Chase
▲ 6.80%
10
Close
Oct 21, 2024
Hercules Capital
0%
▲ 1.66%
43
Sell
Oct 21, 2024
JPMorgan Equity Premium Income ETF
▲ 0.89%
43
Close
Oct 21, 2024
Shell
0%
▲ 5.74%
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
▼ 0.01%
39
Close
Jun 30, 2024