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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #104,658 out of 832,562 TipRanks' Investors
Success Rate
183 out of 271
profitable transactions
profitable transactions
Average Return
22.04%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.04%
6-Month Return▲ 30.28%
12-Month Return▲ 29.05%
YTD Return▲ 33.85%
Total Return▲ 170.21%
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%
▼ 3.02%
Nov 2025
▼ 0.68%
▼ 0.39%
▲ 2.63%
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%▼ 3.02%
▼ 0.68%▼ 0.39%▲ 2.63%
Recent Activity
Target
2.32%
▼ 1.65%
6
Buy
Sep 10, 2025
Blackstone Group
2.93%
▲ 31.28%
6
Buy
Sep 10, 2025
Mercedes-Benz Group AG Unsponsored ADR
2.53%
▲ 15.66%
4
Buy
Sep 10, 2025
Bj's Wholesale Club Holdings
1.76%
▲ 14.31%
5
Buy
Sep 10, 2025
Walt Disney
7.34%
▲ 0.79%
6
Buy
Sep 10, 2025
TJX Companies
3.36%
▲ 53.51%
4
Buy
Sep 10, 2025
Conocophillips
0.23%
▼ 3.57%
3
Buy
Sep 10, 2025
Exxon Mobil
5.12%
▲ 10.57%
5
Buy
Sep 10, 2025
Cracker Barrel
1%
▼ 47.31%
4
Buy
Sep 10, 2025
Hess Midstream Partners
0.9%
▼ 6.06%
4
Buy
Sep 10, 2025
JPMorgan Equity Premium Income ETF
4.13%
▲ 6.81%
5
Buy
Sep 10, 2025
Tractor Supply
1.17%
▼ 0.58%
4
Buy
Sep 10, 2025
iShares Core U.S. Aggregate Bond ETF
0.81%
▲ 3.02%
5
Buy
Sep 10, 2025
iShares Core S&P Small Cap ETF
0.26%
▲ 15.21%
3
Buy
Sep 10, 2025
iShares Core 1-5 Year USD Bond ETF
0.36%
▲ 2.47%
5
Buy
Sep 10, 2025
iShares Core MSCI Total International Stock ETF
1.48%
▲ 12.60%
4
Buy
Sep 10, 2025
Vanguard S&P 500 ETF
2.91%
▲ 11.57%
4
Buy
Sep 10, 2025
PepsiCo
0.64%
▲ 14.55%
4
Buy
Sep 10, 2025
American Express
1.87%
▲ 30.35%
6
Buy
Sep 10, 2025
JPMorgan Chase
1.12%
▲ 17.01%
5
Buy
Sep 10, 2025