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J & K Shook - New Portfolio

J.A. Shook

J & K Shook
Individual Investor
Ranked #361,013 out of 804,570 TipRanks' Investors
Success Rate
53%
506 out of 953
profitable transactions
Average Return
2.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.86%
6-Month Return▲ 7.11%
12-Month Return▲ 15.93%
YTD Return▲ 5.93%
Total Return▲ 125.90%

Best Trade

Opened at
Closed at-
Gain▲ 76.96%

Bio

This is my portfolio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.91%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▼ 4.14%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.39%
May 2025
▲ 4.35%
▲ 1.13%
▲ 1.82%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.91%
▲ 5.10%▼ 2.41%▼ 4.78%
▲ 6.03%▲ 2.69%▲ 4.76%
▼ 12.86%▼ 1.27%▲ 2.59%
▼ 1.80%▼ 5.57%▼ 2.34%
▲ 1.83%▼ 0.87%▼ 4.14%
▲ 12.21%▲ 6.28%▲ 3.39%
▲ 4.35%▲ 1.13%▲ 1.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lockheed Martin
0%
▲ 7.76%
1
Open
Mar 21, 2025
RTX
0%
▲ 7.12%
24
Open
Mar 19, 2025
General Dynamics
0%
▲ 4.61%
1
Open
Mar 19, 2025
Booz Allen
0%
▼ 10.82%
1
Open
Mar 19, 2025
AT&T
50.97%
▲ 3.44%
43
Buy
Mar 08, 2025
Ares Capital
39.44%
▲ 2.01%
58
Buy
Mar 08, 2025
Two Harbors
9.59%
▼ 11.91%
3
Open
Mar 08, 2025
Iron Mountain
0%
▲ 3.34%
92
Sell
Oct 21, 2024
Coca-Cola
0%
▲ 3.37%
37
Sell
Oct 21, 2024
Huntington Bancshares
0%
▲ 10.18%
13
Sell
Oct 21, 2024
KeyCorp
0%
▲ 1.17%
42
Sell
Oct 21, 2024
JPMorgan Chase
▲ 6.80%
10
Close
Oct 21, 2024
Hercules Capital
0%
▲ 0.84%
43
Sell
Oct 21, 2024
JPMorgan Equity Premium Income ETF
▲ 0.89%
43
Close
Oct 21, 2024
Shell
0%
▲ 7.23%
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
▼ 0.12%
39
Close
Jun 30, 2024