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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #78,303 out of 818,587 TipRanks' Investors
Success Rate
195 out of 271
profitable transactions
profitable transactions
Average Return
18.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.94%
6-Month Return▲ 26.06%
12-Month Return▲ 40.93%
YTD Return▲ 24.42%
Total Return▲ 151.18%
Best Trade
Bio
It is what it is
Performance
27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 1.56%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.14%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.75%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.21%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.46%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 10.09%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.76%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 3.32%
Sep 2025
▼ 12.86%▼ 1.27%▼ 1.56%
▼ 1.80%▼ 5.57%▼ 7.14%
▲ 1.84%▼ 0.87%▼ 2.75%
▲ 12.20%▲ 6.28%▲ 11.21%
▲ 6.24%▲ 5.14%▲ 1.46%
▲ 27.91%▲ 2.30%▲ 10.09%
▲ 4.87%▲ 2.05%▲ 4.76%
▲ 8.78%▲ 2.32%▲ 3.32%
Recent Activity
Target
2.17%
▼ 10.68%
6
Buy
Sep 10, 2025
Blackstone Group
3.65%
▲ 59.02%
6
Buy
Sep 10, 2025
Mercedes-Benz Group AG Unsponsored ADR
2.18%
▼ 1.91%
4
Buy
Sep 10, 2025
Bj's Wholesale Club Holdings
1.94%
▲ 24.31%
5
Buy
Sep 10, 2025
Walt Disney
7.79%
▲ 4.40%
6
Buy
Sep 10, 2025
TJX Companies
3.04%
▲ 36.31%
4
Buy
Sep 10, 2025
Conocophillips
0.23%
▼ 3.39%
3
Buy
Sep 10, 2025
Exxon Mobil
5.08%
▲ 6.75%
5
Buy
Sep 10, 2025
Cracker Barrel
1.96%
▲ 0.74%
4
Buy
Sep 10, 2025
Hess Midstream Partners
1.04%
▲ 4.20%
4
Buy
Sep 10, 2025
JPMorgan Equity Premium Income ETF
4.13%
▲ 2.99%
5
Buy
Sep 10, 2025
Tractor Supply
1.32%
▲ 10.32%
4
Buy
Sep 10, 2025
iShares Core U.S. Aggregate Bond ETF
0.83%
▲ 2.87%
5
Buy
Sep 10, 2025
iShares Core S&P Small Cap ETF
0.26%
▲ 9.87%
3
Buy
Sep 10, 2025
iShares Core 1-5 Year USD Bond ETF
0.37%
▲ 1.73%
5
Buy
Sep 10, 2025
iShares Core MSCI Total International Stock ETF
1.46%
▲ 9.08%
4
Buy
Sep 10, 2025
Vanguard S&P 500 ETF
2.87%
▲ 7.84%
4
Buy
Sep 10, 2025
PepsiCo
0.61%
▲ 5.05%
4
Buy
Sep 10, 2025
American Express
1.63%
▲ 11.15%
6
Buy
Sep 10, 2025
JPMorgan Chase
1.11%
▲ 12.50%
5
Buy
Sep 10, 2025