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J & K Shook - New Portfolio

J.A. Shook

J & K Shook
Individual Investor
Ranked #442,612 out of 834,054 TipRanks' Investors
Success Rate
53%
505 out of 953
profitable transactions
Average Return
3.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.80%
6-Month Return▲ 7.40%
12-Month Return▲ 15.63%
YTD Return▲ 15.32%
Total Return▲ 145.94%

Best Trade

Opened at
Closed at-
Gain▲ 162.87%

Bio

This is my portfolio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 3.39%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.85%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.52%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.53%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.31%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.39%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 2.54%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 1.80%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 3.39%
▲ 9.25%▲ 5.14%▲ 3.85%
▲ 7.60%▲ 2.30%▲ 0.52%
▲ 2.76%▲ 2.05%▲ 4.53%
▲ 12.88%▲ 3.56%▼ 0.31%
▲ 10.96%▲ 2.38%▼ 2.39%
▼ 3.57%▲ 0.19%▲ 2.54%
▲ 1.55%▲ 1.31%▲ 1.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lockheed Martin
0%
▲ 12.26%
1
Open
Mar 21, 2025
RTX
0%
▲ 11.81%
24
Open
Mar 19, 2025
General Dynamics
0%
▲ 29.64%
1
Open
Mar 19, 2025
Booz Allen
0%
▼ 22.94%
1
Open
Mar 19, 2025
AT&T
49.02%
▲ 2.01%
43
Buy
Mar 08, 2025
Ares Capital
40.17%
▲ 1.81%
58
Buy
Mar 08, 2025
Two Harbors
10.81%
▼ 7.38%
3
Open
Mar 08, 2025
Iron Mountain
0%
▲ 2.65%
92
Sell
Oct 21, 2024
Coca-Cola
0%
▲ 3.76%
37
Sell
Oct 21, 2024
Huntington Bancshares
0%
▲ 15.48%
13
Sell
Oct 21, 2024
KeyCorp
0%
▲ 3.83%
42
Sell
Oct 21, 2024
JPMorgan Chase
▲ 6.80%
10
Close
Oct 21, 2024
Hercules Capital
0%
▲ 1.80%
43
Sell
Oct 21, 2024
JPMorgan Equity Premium Income ETF
▲ 0.89%
43
Close
Oct 21, 2024
Shell
0%
▲ 8.56%
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
▲ 0.36%
39
Close
Jun 30, 2024