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J & K Shook - New Portfolio

PerformancePortfolio Details

J.A. Shook

J & K Shook
Individual Investor
Ranked #367,617 out of 781,066 TipRanks' Investors
Success Rate
53%
497 out of 946
profitable transactions
Average Return
2.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.34%
6-Month Return▲ 8.38%
12-Month Return▲ 23.57%
YTD Return▲ 3.82%
Total Return▲ 120.89%

Best Trade

AssetKinder Morgan (KMI)
Opened at
Closed at-
Gain▲ 78.93%

Bio

This is my portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.21%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.34%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.78%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.73%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.45%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.90%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.99%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 3.82%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.21%
▲ 8.13%▲ 1.21%▲ 5.34%
▼ 13.14%▲ 2.34%▲ 1.78%
▲ 2.93%▲ 2.10%▲ 0.73%
▲ 10.00%▼ 0.89%▲ 0.45%
▲ 26.04%▲ 5.96%▲ 4.90%
▲ 5.93%▼ 2.41%▼ 4.99%
▲ 11.17%▲ 1.96%▲ 3.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IRM
Iron Mountain
12.5%
▲ 3.58%
92
Sell
Oct 21, 2024
KO
Coca-Cola
12.5%
▲ 1.95%
37
Sell
Oct 21, 2024
HBAN
Huntington Bancshares
12.5%
▲ 12.16%
13
Sell
Oct 21, 2024
KEY
KeyCorp
12.5%
▲ 1.99%
42
Sell
Oct 21, 2024
T
AT&T
12.5%
▲ 0.99%
42
Sell
Oct 21, 2024
ARCC
Ares Capital
12.5%
▲ 2.37%
57
Sell
Oct 21, 2024
JPM
JPMorgan Chase & Co.
―
▲ 6.80%
10
Close
Oct 21, 2024
HTGC
Hercules Capital
12.5%
▲ 1.85%
43
Sell
Oct 21, 2024
JEPI
JPMorgan Equity Premium Income ETF
―
▲ 0.89%
43
Close
Oct 21, 2024
SHEL
Shell
12.5%
▲ 2.09%
6
Sell
Oct 21, 2024
CSWC
Capital Southwest
―
▲ 15.53%
29
Close
Oct 01, 2024
HSBC
HSBC Holdings
―
▲ 0.82%
3
Close
Oct 01, 2024
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
―
▲ 0.22%
40
Close
Jul 15, 2024
ABR
Arbor Realty
―
▲ 7.95%
46
Close
Jul 01, 2024
RYLD
Global X Russell 2000 Covered Call ETF
―
▲ 0.16%
39
Close
Jun 30, 2024
USGRX
USAA Mutual Fds Tr Growth & Income Fund
―
▲ 9.35%
1
Close
Jun 30, 2024
SWLSX
Schwab Large-Cap Growth Fund Select Shares
―
▲ 8.71%
1
Close
Jun 30, 2024
CVX
Chevron
―
▲ 7.18%
35
Close
May 13, 2024
PEP
PepsiCo
―
▲ 1.97%
2
Close
May 13, 2024
AMGN
Amgen
―
▲ 0.37%
2
Close
May 13, 2024