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J & K Shook - New Portfolio

PerformancePortfolio Details

J.A. Shook

J & K Shook
Individual Investor
Ranked #360,369 out of 788,370 TipRanks' Investors
Success Rate
53%
500 out of 946
profitable transactions
Average Return
2.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.73%
6-Month Return▲ 9.43%
12-Month Return▲ 22.55%
YTD Return▲ 5.71%
Total Return▲ 125.08%

Best Trade

AssetCitigroup (C)
Opened at
Closed at-
Gain▲ 69.18%

Bio

This is my portfolio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 5.34%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.78%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.73%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.45%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.91%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.92%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.42%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.23%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.34%
▼ 13.14%▲ 2.34%▲ 1.78%
▲ 2.93%▲ 2.10%▲ 0.73%
▲ 9.99%▼ 0.89%▲ 0.45%
▲ 26.03%▲ 5.96%▲ 4.91%
▲ 5.97%▼ 2.41%▼ 4.92%
▲ 5.25%▲ 2.69%▲ 4.42%
▼ 9.08%▲ 1.42%▲ 1.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IRM
Iron Mountain
12.5%
▲ 2.91%
92
Sell
Oct 21, 2024
KO
Coca-Cola
12.5%
▲ 3.55%
37
Sell
Oct 21, 2024
HBAN
Huntington Bancshares
12.5%
▲ 10.14%
13
Sell
Oct 21, 2024
KEY
KeyCorp
12.5%
▲ 1.34%
42
Sell
Oct 21, 2024
T
AT&T
12.5%
▲ 2.84%
42
Sell
Oct 21, 2024
ARCC
Ares Capital
12.5%
▲ 2.41%
57
Sell
Oct 21, 2024
JPM
JPMorgan Chase & Co.
―
▲ 6.80%
10
Close
Oct 21, 2024
HTGC
Hercules Capital
12.5%
▲ 2.25%
43
Sell
Oct 21, 2024
JEPI
JPMorgan Equity Premium Income ETF
―
▲ 0.89%
43
Close
Oct 21, 2024
SHEL
Shell
12.5%
▲ 2.58%
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
―
▲ 0.08%
39
Close
Jun 30, 2024
USGRX
USAA Mutual Fds Tr Growth & Income Fund
―
▲ 9.48%
1
Close
Jun 30, 2024
SWLSX
Schwab Large-Cap Growth Fund Select Shares
―
▲ 8.26%
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