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J & K Shook - New Portfolio
J.A. Shook
J & K ShookIndividual Investor
Ranked #346,052 out of 767,968 TipRanks' Investors
Success Rate
498 out of 946
profitable transactions
profitable transactions
Average Return
2.51%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.16%
6-Month Return▲ 10.36%
12-Month Return▲ 27.97%
YTD Return▲ 20.92%
Total Return▲ 117.76%
Best Trade
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
▲ 5.72%
▼ 0.89%
▲ 0.44%
Oct 2024
▲ 19.24%
▲ 3.01%
▲ 2.01%
Nov 2024
▼ 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%
▲ 5.72%▼ 0.89%▲ 0.44%
▲ 19.24%▲ 3.01%▲ 2.01%
Recent Activity
Iron Mountain
12.5%
▲ 3.77%
92
Sell
Oct 21, 2024
Coca-Cola
12.5%
▲ 1.77%
37
Sell
Oct 21, 2024
Huntington Bancshares
12.5%
▲ 13.37%
13
Sell
Oct 21, 2024
KeyCorp
12.5%
▲ 2.30%
42
Sell
Oct 21, 2024
AT&T
12.5%
▲ 0.91%
42
Sell
Oct 21, 2024
Ares Capital
12.5%
▲ 1.44%
57
Sell
Oct 21, 2024
JPMorgan Chase & Co.
―
▲ 6.80%
10
Close
Oct 21, 2024
Hercules Capital
12.5%
▲ 0.84%
43
Sell
Oct 21, 2024
JPMorgan Equity Premium Income ETF
―
▲ 0.89%
43
Close
Oct 21, 2024
Shell
12.5%
▲ 1.20%
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
―
▲ 0.04%
39
Close
Jun 30, 2024
USAA Mutual Fds Tr Growth & Income Fund
―
▲ 7.59%
1
Close
Jun 30, 2024
Schwab Large-Cap Growth Fund Select Shares
―
▲ 4.16%
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