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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #129,462 out of 834,064 TipRanks' Investors
Success Rate
177 out of 271
profitable transactions
profitable transactions
Average Return
22.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.12%
6-Month Return▲ 32.65%
12-Month Return▲ 33.53%
YTD Return▲ 34.80%
Total Return▲ 172.14%
Best Trade
Bio
It is what it is
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 11.21%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.46%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 10.09%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.76%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.84%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.66%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 2.97%
Nov 2025
▲ 1.61%
▲ 1.31%
▲ 3.31%
Dec 2025
▲ 11.63%▲ 6.28%▲ 11.21%
▲ 9.25%▲ 5.14%▲ 1.46%
▲ 7.60%▲ 2.30%▲ 10.09%
▲ 2.76%▲ 2.05%▲ 4.76%
▲ 12.88%▲ 3.56%▲ 1.84%
▲ 10.96%▲ 2.38%▲ 9.66%
▼ 3.57%▲ 0.19%▼ 2.97%
▲ 1.61%▲ 1.31%▲ 3.31%
Recent Activity
Target
2.36%
▲ 0.36%
6
Buy
Sep 10, 2025
Blackstone Group
3.03%
▲ 35.71%
6
Buy
Sep 10, 2025
Mercedes-Benz Group AG Unsponsored ADR
2.46%
▲ 12.67%
4
Buy
Sep 10, 2025
Bj's Wholesale Club Holdings
1.8%
▲ 17.33%
5
Buy
Sep 10, 2025
Walt Disney
7.54%
▲ 3.59%
6
Buy
Sep 10, 2025
TJX Companies
3.36%
▲ 53.90%
4
Buy
Sep 10, 2025
Conocophillips
0.22%
▼ 6.45%
3
Buy
Sep 10, 2025
Exxon Mobil
5.18%
▲ 11.84%
5
Buy
Sep 10, 2025
Cracker Barrel
0.98%
▼ 48.63%
4
Buy
Sep 10, 2025
Hess Midstream Partners
0.89%
▼ 6.90%
4
Buy
Sep 10, 2025
JPMorgan Equity Premium Income ETF
4.14%
▲ 7.27%
5
Buy
Sep 10, 2025
Tractor Supply
1.13%
▼ 3.48%
4
Buy
Sep 10, 2025
iShares Core U.S. Aggregate Bond ETF
0.81%
▲ 3.49%
5
Buy
Sep 10, 2025
iShares Core S&P Small Cap ETF
0.26%
▲ 15.19%
3
Buy
Sep 10, 2025
iShares Core 1-5 Year USD Bond ETF
0.36%
▲ 2.76%
5
Buy
Sep 10, 2025
iShares Core MSCI Total International Stock ETF
1.48%
▲ 14.83%
4
Buy
Sep 10, 2025
Vanguard S&P 500 ETF
2.95%
▲ 13.47%
4
Buy
Sep 10, 2025
PepsiCo
0.61%
▲ 8.92%
4
Buy
Sep 10, 2025
American Express
1.86%
▲ 29.83%
6
Buy
Sep 10, 2025
JPMorgan Chase
1.15%
▲ 19.89%
5
Buy
Sep 10, 2025