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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #204,886 out of 829,097 TipRanks' Investors
Success Rate
162 out of 271
profitable transactions
profitable transactions
Average Return
15.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.74%
6-Month Return▲ 26.06%
12-Month Return▲ 24.93%
YTD Return▲ 27.54%
Total Return▲ 157.47%
Best Trade
Bio
It is what it is
Performance
11.21%0-11.21%
―
▼ 0.87%
▼ 2.75%
Apr 2025
―
▲ 6.28%
▲ 11.21%
May 2025
―
▲ 5.14%
▲ 1.48%
Jun 2025
―
▲ 2.30%
▲ 10.09%
Jul 2025
―
▲ 2.05%
▲ 4.76%
Aug 2025
―
▲ 3.56%
▲ 1.84%
Sep 2025
―
▲ 2.38%
▲ 9.66%
Oct 2025
―
▼ 2.85%
▼ 5.17%
Nov 2025
―▼ 0.87%▼ 2.75%
―▲ 6.28%▲ 11.21%
―▲ 5.14%▲ 1.48%
―▲ 2.30%▲ 10.09%
―▲ 2.05%▲ 4.76%
―▲ 3.56%▲ 1.84%
―▲ 2.38%▲ 9.66%
―▼ 2.85%▼ 5.17%
Recent Activity
Target
2.15%
▼ 13.22%
6
Buy
Sep 10, 2025
Blackstone Group
2.85%
▲ 21.07%
6
Buy
Sep 10, 2025
Mercedes-Benz Group AG Unsponsored ADR
2.44%
▲ 6.11%
4
Buy
Sep 10, 2025
Bj's Wholesale Club Holdings
1.85%
▲ 14.15%
5
Buy
Sep 10, 2025
Walt Disney
7.33%
▼ 5.16%
6
Buy
Sep 10, 2025
TJX Companies
3.3%
▲ 42.83%
4
Buy
Sep 10, 2025
Conocophillips
0.23%
▼ 10.09%
3
Buy
Sep 10, 2025
Exxon Mobil
5.38%
▲ 10.19%
5
Buy
Sep 10, 2025
Cracker Barrel
1.09%
▼ 45.61%
4
Buy
Sep 10, 2025
Hess Midstream Partners
0.88%
▼ 13.26%
4
Buy
Sep 10, 2025
JPMorgan Equity Premium Income ETF
4.24%
▲ 3.46%
5
Buy
Sep 10, 2025
Tractor Supply
1.22%
▼ 1.75%
4
Buy
Sep 10, 2025
iShares Core U.S. Aggregate Bond ETF
0.86%
▲ 2.86%
5
Buy
Sep 10, 2025
iShares Core S&P Small Cap ETF
0.26%
▲ 6.23%
3
Buy
Sep 10, 2025
iShares Core 1-5 Year USD Bond ETF
0.38%
▲ 2.07%
5
Buy
Sep 10, 2025
iShares Core MSCI Total International Stock ETF
1.51%
▲ 8.74%
4
Buy
Sep 10, 2025
Vanguard S&P 500 ETF
2.98%
▲ 8.58%
4
Buy
Sep 10, 2025
PepsiCo
0.66%
▲ 10.36%
4
Buy
Sep 10, 2025
American Express
1.77%
▲ 17.43%
6
Buy
Sep 10, 2025
JPMorgan Chase
1.12%
▲ 10.88%
5
Buy
Sep 10, 2025