J & K Shook - New Portfolio

J.A. Shook

J & K Shook
Individual Investor
Ranked #357,523 out of 766,394 TipRanks' Investors
Success Rate
53%
500 out of 946
profitable transactions
Average Return
2.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.70%
6-Month Return▲ 12.47%
12-Month Return▲ 33.03%
YTD Return▲ 22.18%
Total Return▲ 120.02%

Best Trade

Opened at
Closed at
Gain▲ 69.09%

Bio

This is my portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.69%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.21%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.34%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.78%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.73%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.43%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 3.08%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.05%
▲ 11.46%▲ 5.06%▲ 3.69%
▼ 2.25%▲ 3.53%▲ 0.21%
▲ 25.72%▲ 1.21%▲ 5.34%
▼ 4.22%▲ 2.34%▲ 1.78%
▲ 7.82%▲ 2.10%▲ 0.73%
▲ 6.02%▼ 0.89%▲ 0.43%
▲ 22.71%▲ 5.30%▲ 3.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Iron Mountain
12.5%
▲ 3.86%
92
Sell
Oct 21, 2024
Coca-Cola
12.5%
▲ 2.07%
37
Sell
Oct 21, 2024
Huntington Bancshares
12.5%
▲ 13.51%
13
Sell
Oct 21, 2024
KeyCorp
12.5%
▲ 2.34%
42
Sell
Oct 21, 2024
AT&T
12.5%
▲ 0.76%
42
Sell
Oct 21, 2024
Ares Capital
12.5%
▲ 1.47%
57
Sell
Oct 21, 2024
JPMorgan Chase & Co.
▲ 6.80%
10
Close
Oct 21, 2024
Hercules Capital
12.5%
▲ 1.15%
43
Sell
Oct 21, 2024
JPMorgan Equity Premium Income ETF
▲ 0.89%
43
Close
Oct 21, 2024
Shell
12.5%
▲ 1.68%
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
▲ 0.11%
39
Close
Jun 30, 2024
USAA Mutual Fds Tr Growth & Income Fund
▲ 9.83%
1
Close
Jun 30, 2024
Schwab Large-Cap Growth Fund Select Shares
▲ 7.19%
1
Close
Jun 30, 2024
Chevron
▲ 7.18%
35
Close
May 13, 2024
PepsiCo
▲ 1.97%
2
Close
May 13, 2024
Amgen
▲ 0.37%
2
Close
May 13, 2024