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J & K Shook - New Portfolio

J.A. Shook

J & K Shook
Individual Investor
Ranked #289,942 out of 796,331 TipRanks' Investors
Success Rate
52%
492 out of 953
profitable transactions
Average Return
2.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.19%
6-Month Return▼ 2.92%
12-Month Return▲ 10.50%
YTD Return▼ 1.78%
Total Return▲ 109.52%

Best Trade

Opened at
Closed at-
Gain▲ 73.01%

Bio

This is my portfolio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 0.73%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.45%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.91%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 4.76%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.75%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.56%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.34%
Mar 2025
▼ 4.98%
▼ 5.90%
▼ 6.39%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 0.73%
▲ 10.00%▼ 0.89%▲ 0.45%
▲ 25.98%▲ 5.96%▲ 4.91%
▲ 5.36%▼ 2.41%▼ 4.76%
▲ 6.01%▲ 2.69%▲ 4.75%
▼ 12.86%▼ 1.27%▲ 2.56%
▼ 1.80%▼ 5.57%▼ 2.34%
▼ 4.98%▼ 5.90%▼ 6.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lockheed Martin
0%
▲ 5.54%
1
Open
Mar 21, 2025
RTX
0%
▲ 4.96%
24
Open
Mar 19, 2025
General Dynamics
0%
▲ 3.60%
1
Open
Mar 19, 2025
Booz Allen
0%
▲ 0.86%
1
Open
Mar 19, 2025
AT&T
50.98%
▲ 3.10%
43
Buy
Mar 08, 2025
Ares Capital
38.53%
▲ 1.15%
58
Buy
Mar 08, 2025
Two Harbors
10.49%
▼ 9.97%
3
Open
Mar 08, 2025
Iron Mountain
0%
▲ 2.65%
92
Sell
Oct 21, 2024
Coca-Cola
0%
▲ 4.06%
37
Sell
Oct 21, 2024
Huntington Bancshares
0%
▲ 4.67%
13
Sell
Oct 21, 2024
KeyCorp
0%
▲ 0.17%
42
Sell
Oct 21, 2024
JPMorgan Chase
▲ 6.80%
10
Close
Oct 21, 2024
Hercules Capital
0%
▲ 0.29%
43
Sell
Oct 21, 2024
JPMorgan Equity Premium Income ETF
▲ 0.89%
43
Close
Oct 21, 2024
Shell
0%
▲ 1.39%
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
▼ 0.32%
39
Close
Jun 30, 2024