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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #110,722 out of 800,430 TipRanks' Investors
Success Rate
85 out of 144
profitable transactions
profitable transactions
Average Return
21.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 12.84%
6-Month Return▼ 2.23%
12-Month Return▲ 7.94%
YTD Return▲ 0.87%
Total Return▲ 103.63%
Best Trade
Bio
It is what it is
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 4.73%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.63%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 5.93%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.48%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.28%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.85%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 9.22%
May 2025
▲ 9.99%▼ 0.89%▲ 4.73%
▲ 25.97%▲ 5.96%▲ 7.63%
▲ 5.42%▼ 2.41%▼ 5.93%
▲ 6.01%▲ 2.69%▲ 4.07%
▼ 12.86%▼ 1.27%▼ 1.48%
▼ 1.80%▼ 5.57%▼ 7.28%
▲ 1.76%▼ 0.87%▼ 2.85%
▲ 11.20%▲ 5.11%▲ 9.22%
Recent Activity
Vanguard Retirement Income ETF Portfolio Trust Units
―
▲ 0.68%
2
Close
May 20, 2025
Vanguard Target Retirement 2065 Fund
7.78%
▼ 0.11%
1
Open
May 13, 2025
LVMH Moet Hennessy Louis Vuitton SE
4.49%
▲ 0.74%
5
Buy
May 09, 2025
Walt Disney
5.89%
▲ 4.26%
3
Buy
May 09, 2025
Nike
1%
▼ 12.02%
3
Buy
May 09, 2025
American Express
0.82%
▲ 4.26%
2
Buy
May 09, 2025
Berkshire Hathaway B
0.27%
▼ 1.31%
1
Open
May 09, 2025
Ford Motor
1.21%
▲ 0.22%
4
Buy
May 03, 2025
Blackstone Group
1.92%
▲ 51.21%
3
Buy
May 03, 2025
Iron Mountain
1.78%
▲ 88.31%
3
Buy
May 03, 2025
Magna International
0.99%
▲ 7.20%
2
Buy
May 03, 2025
Tractor Supply
0.75%
▼ 1.05%
2
Buy
May 03, 2025
Waste Management
0.23%
▼ 0.29%
1
Open
May 03, 2025
Microsoft
0.23%
▲ 3.95%
1
Open
May 03, 2025
Highland Global Allocation Fund
1.07%
▲ 7.02%
2
Buy
Apr 26, 2025
Dogecoin
1.64%
▲ 27.93%
1
Open
Apr 26, 2025
Bitcoin
0.09%
▲ 13.47%
1
Open
Apr 26, 2025
Invesco Mortgage
0.02%
▼ 24.05%
2
Buy
Apr 25, 2025
Target
1.48%
▼ 17.01%
2
Buy
Apr 25, 2025
Mercedes-Benz Group AG Unsponsored ADR
1.44%
▼ 4.23%
2
Buy
Apr 25, 2025