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J & K Shook - New Portfolio

PerformancePortfolio Details

J.A. Shook

J & K Shook
Individual Investor
Ranked #310,555 out of 747,498 TipRanks' Investors
Success Rate
53%
492 out of 937
profitable transactions
Average Return
2.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.59%
6-Month Return▲ 13.40%
12-Month Return▲ 17.58%
YTD Return▲ 13.18%
Total Return▲ 103.83%

Best Trade

AssetMarathon Pe... (MPC)
Opened at
Closed at
Gain▲ 69.09%

Bio

This is my portfolio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.16%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.50%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.81%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.96%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.69%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.21%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.57%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.16%
▼ 1.87%▲ 1.59%▲ 0.50%
▲ 14.08%▲ 5.22%▲ 0.81%
▲ 5.05%▲ 3.27%▲ 5.96%
▼ 12.40%▼ 4.03%▼ 2.05%
▲ 11.46%▲ 5.06%▲ 3.69%
▼ 2.25%▲ 3.53%▲ 0.21%
▲ 25.65%▲ 0.88%▲ 3.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JEPI
JPMorgan Equity Premium Income ETF
―
▲ 0.89%
41
Close
Jul 15, 2024
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
―
▲ 0.22%
40
Close
Jul 15, 2024
IRM
Iron Mountain
20.9%
▲ 3.11%
91
Buy
Jul 01, 2024
KO
Coca-Cola
6.94%
▲ 2.66%
35
Buy
Jul 01, 2024
KEY
KeyCorp
―
▲ 1.14%
37
Close
Jul 01, 2024
ABR
Arbor Realty
―
▲ 7.95%
46
Close
Jul 01, 2024
HSBC
HSBC Holdings
4.56%
▼ 2.17%
1
Open
Jul 01, 2024
RYLD
Global X Russell 2000 Covered Call ETF
―
▼ 0.22%
39
Close
Jun 30, 2024
USGRX
USAA Mutual Fds Tr Growth & Income Fund
―
▲ 1.25%
1
Close
Jun 30, 2024
SWLSX
Schwab Large-Cap Growth Fund Select Shares
―
▼ 1.99%
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
ABBV
AbbVie
―
▲ 5.11%
45
Close
Apr 28, 2024
IBM
International Business Machines
―
▲ 1.08%
36
Close
Apr 26, 2024
RTX
Raytheon Technologies
―
▲ 3.66%
23
Close
Apr 26, 2024
MPC
Marathon Petroleum
―
▲ 6.83%
56
Close
Apr 26, 2024
PFE
Pfizer
―
▲ 0.29%
8
Close
Apr 26, 2024
BP
BP
―
▲ 5.72%
18
Close
Apr 26, 2024
PSX
Phillips 66
―
▼ 3.71%
2
Close
Apr 26, 2024