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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #112,428 out of 825,627 TipRanks' Investors
Success Rate
187 out of 271
profitable transactions
profitable transactions
Average Return
19.96%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.35%
6-Month Return▲ 47.59%
12-Month Return▲ 37.90%
YTD Return▲ 36.57%
Total Return▲ 175.72%
Best Trade
Bio
It is what it is
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 7.14%
Mar 2025
▲ 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
▲ 10.60%
▲ 3.13%
▲ 11.35%
Oct 2025
▼ 6.38%▼ 5.57%▼ 7.14%
▲ 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%
▲ 10.60%▲ 3.13%▲ 11.35%
Recent Activity
Target
2.32%
▼ 3.32%
6
Buy
Sep 10, 2025
Blackstone Group
2.99%
▲ 31.29%
6
Buy
Sep 10, 2025
Mercedes-Benz Group AG Unsponsored ADR
2.27%
▲ 2.79%
4
Buy
Sep 10, 2025
Bj's Wholesale Club Holdings
1.79%
▲ 15.54%
5
Buy
Sep 10, 2025
Walt Disney
7.48%
▲ 1.16%
6
Buy
Sep 10, 2025
TJX Companies
3.11%
▲ 40.68%
4
Buy
Sep 10, 2025
Conocophillips
0.21%
▼ 11.31%
3
Buy
Sep 10, 2025
Exxon Mobil
5.05%
▲ 7.07%
5
Buy
Sep 10, 2025
Cracker Barrel
1.36%
▼ 29.12%
4
Buy
Sep 10, 2025
Hess Midstream Partners
0.89%
▼ 10.41%
4
Buy
Sep 10, 2025
JPMorgan Equity Premium Income ETF
4.12%
▲ 4.49%
5
Buy
Sep 10, 2025
Tractor Supply
1.23%
▲ 3.77%
4
Buy
Sep 10, 2025
iShares Core U.S. Aggregate Bond ETF
0.83%
▲ 3.74%
5
Buy
Sep 10, 2025
iShares Core S&P Small Cap ETF
0.26%
▲ 12.17%
3
Buy
Sep 10, 2025
iShares Core 1-5 Year USD Bond ETF
0.37%
▲ 2.21%
5
Buy
Sep 10, 2025
iShares Core MSCI Total International Stock ETF
1.49%
▲ 12.24%
4
Buy
Sep 10, 2025
Vanguard S&P 500 ETF
2.96%
▲ 12.59%
4
Buy
Sep 10, 2025
PepsiCo
0.64%
▲ 12.62%
4
Buy
Sep 10, 2025
American Express
1.78%
▲ 23.01%
6
Buy
Sep 10, 2025
JPMorgan Chase
1.08%
▲ 11.65%
5
Buy
Sep 10, 2025