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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #202,111 out of 829,598 TipRanks' Investors
Success Rate
162 out of 271
profitable transactions
profitable transactions
Average Return
16.16%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.85%
6-Month Return▲ 33.87%
12-Month Return▲ 30.31%
YTD Return▲ 34.14%
Total Return▲ 170.79%
Best Trade
Bio
It is what it is
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 2.75%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 11.21%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.48%
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
▼ 5.03%
▼ 1.95%
▼ 0.27%
Nov 2025
▲ 0.80%▼ 0.87%▼ 2.75%
▲ 11.63%▲ 6.28%▲ 11.21%
▲ 9.25%▲ 5.14%▲ 1.48%
▲ 7.60%▲ 2.30%▲ 10.09%
▲ 2.76%▲ 2.05%▲ 4.76%
▲ 12.88%▲ 3.56%▲ 1.84%
▲ 10.96%▲ 2.38%▲ 9.66%
▼ 5.03%▼ 1.95%▼ 0.27%
Recent Activity
Target
2.13%
▼ 14.78%
6
Buy
Sep 10, 2025
Blackstone Group
2.9%
▲ 23.49%
6
Buy
Sep 10, 2025
Mercedes-Benz Group AG Unsponsored ADR
2.46%
▲ 6.93%
4
Buy
Sep 10, 2025
Bj's Wholesale Club Holdings
1.78%
▲ 9.97%
5
Buy
Sep 10, 2025
Walt Disney
7.12%
▼ 7.64%
6
Buy
Sep 10, 2025
TJX Companies
3.39%
▲ 45.82%
4
Buy
Sep 10, 2025
Conocophillips
0.22%
▼ 10.52%
3
Buy
Sep 10, 2025
Exxon Mobil
5.17%
▲ 8.89%
5
Buy
Sep 10, 2025
Cracker Barrel
1.1%
▼ 48.20%
4
Buy
Sep 10, 2025
Hess Midstream Partners
0.88%
▼ 13.07%
4
Buy
Sep 10, 2025
JPMorgan Equity Premium Income ETF
4.26%
▲ 4.41%
5
Buy
Sep 10, 2025
Tractor Supply
1.24%
▼ 0.40%
4
Buy
Sep 10, 2025
iShares Core U.S. Aggregate Bond ETF
0.85%
▲ 3.43%
5
Buy
Sep 10, 2025
iShares Core S&P Small Cap ETF
0.27%
▲ 9.04%
3
Buy
Sep 10, 2025
iShares Core 1-5 Year USD Bond ETF
0.38%
▲ 2.38%
5
Buy
Sep 10, 2025
iShares Core MSCI Total International Stock ETF
1.5%
▲ 8.79%
4
Buy
Sep 10, 2025
Vanguard S&P 500 ETF
2.99%
▲ 9.60%
4
Buy
Sep 10, 2025
PepsiCo
0.64%
▲ 9.15%
4
Buy
Sep 10, 2025
American Express
1.84%
▲ 21.27%
6
Buy
Sep 10, 2025
JPMorgan Chase
1.1%
▲ 8.96%
5
Buy
Sep 10, 2025