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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #54,519 out of 815,471 TipRanks' Investors
Success Rate
181 out of 243
profitable transactions
profitable transactions
Average Return
19.82%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.16%
6-Month Return▲ 17.89%
12-Month Return▲ 38.03%
YTD Return▲ 20.80%
Total Return▲ 143.87%
Best Trade
Bio
It is what it is
Performance
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 4.09%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.56%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.14%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.75%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.22%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.50%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 10.15%
Jul 2025
▲ 6.60%
▲ 2.07%
▲ 4.99%
Aug 2025
▲ 6.03%▲ 2.69%▲ 4.09%
▼ 12.86%▼ 1.27%▼ 1.56%
▼ 1.80%▼ 5.57%▼ 7.14%
▲ 1.84%▼ 0.87%▼ 2.75%
▲ 12.20%▲ 6.28%▲ 11.22%
▲ 6.24%▲ 5.14%▲ 1.50%
▲ 27.88%▲ 2.30%▲ 10.15%
▲ 6.60%▲ 2.07%▲ 4.99%
Recent Activity
Invesco Mortgage
0.03%
▼ 4.16%
4
Buy
Aug 11, 2025
Target
2.3%
▼ 6.86%
5
Sell
Aug 11, 2025
United Parks & Resorts
1.92%
▲ 86.03%
2
Buy
Aug 11, 2025
Blackstone Group
3.52%
▲ 58.82%
5
Buy
Aug 11, 2025
AT&T
0.7%
▲ 21.86%
4
Buy
Aug 11, 2025
LVMH Moet Hennessy Louis Vuitton SE
6.98%
▲ 3.76%
6
Buy
Aug 11, 2025
Bj's Wholesale Club Holdings
1.69%
▲ 27.38%
4
Sell
Aug 11, 2025
Walt Disney
8.19%
▲ 7.59%
5
Buy
Aug 11, 2025
Orchid Island Capital
0.54%
▼ 4.31%
5
Buy
Aug 11, 2025
Exxon Mobil
4.57%
▲ 4.95%
4
Buy
Aug 11, 2025
Cracker Barrel
2.32%
▲ 12.24%
3
Buy
Aug 11, 2025
Dole
1.48%
▲ 3.98%
3
Buy
Aug 11, 2025
JPMorgan Equity Premium Income ETF
4.14%
▲ 3.71%
4
Buy
Aug 11, 2025
Highland Global Allocation Fund
1.7%
▲ 7.13%
4
Buy
Aug 11, 2025
iShares Core U.S. Aggregate Bond ETF
0.86%
▲ 1.76%
4
Buy
Aug 11, 2025
iShares Core 1-5 Year USD Bond ETF
0.39%
▲ 1.47%
4
Buy
Aug 11, 2025
Vanguard S&P 500 ETF
2.85%
▲ 7.57%
3
Buy
Aug 11, 2025
McDonald's
1.28%
▲ 1.68%
4
Buy
Aug 11, 2025
Toronto Dominion Bank
0.07%
▲ 11.65%
3
Buy
Aug 11, 2025
General Motors
1.44%
▲ 19.26%
3
Buy
Aug 11, 2025