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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #100,890 out of 849,026 TipRanks' Investors
Success Rate
187 out of 271
profitable transactions
profitable transactions
Average Return
24.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 16.57%
6-Month Return▲ 41.26%
12-Month Return▲ 52.86%
YTD Return▲ 12.72%
Total Return▲ 214.65%
Best Trade
Bio
It is what it is
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 1.49%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 10.35%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.79%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.12%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.70%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 3.04%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 5.67%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 12.72%
Jan 2026
▲ 9.25%▲ 5.14%▲ 1.49%
▲ 7.60%▲ 2.30%▲ 10.35%
▲ 2.76%▲ 2.05%▲ 4.79%
▲ 12.88%▲ 3.56%▲ 2.12%
▲ 10.96%▲ 2.38%▲ 9.70%
▼ 3.58%▲ 0.19%▼ 3.04%
▼ 0.10%▲ 0.08%▲ 5.67%
▲ 3.22%▲ 1.43%▲ 12.72%
Recent Activity
Target
2.58%
▲ 12.03%
6
Buy
Sep 10, 2025
Blackstone Group
3.07%
▲ 40.42%
6
Buy
Sep 10, 2025
Mercedes-Benz Group AG Unsponsored ADR
2.38%
▲ 11.07%
4
Buy
Sep 10, 2025
Bj's Wholesale Club Holdings
1.79%
▲ 18.65%
5
Buy
Sep 10, 2025
Walt Disney
7.38%
▲ 3.45%
6
Buy
Sep 10, 2025
TJX Companies
3.28%
▲ 52.97%
4
Buy
Sep 10, 2025
Conocophillips
0.24%
▲ 1.10%
3
Buy
Sep 10, 2025
Exxon Mobil
5.5%
▲ 21.25%
5
Buy
Sep 10, 2025
Cracker Barrel
1.35%
▼ 27.35%
4
Buy
Sep 10, 2025
Hess Midstream Partners
0.89%
▼ 5.54%
4
Buy
Sep 10, 2025
JPMorgan Equity Premium Income ETF
4.09%
▲ 8.03%
5
Buy
Sep 10, 2025
Tractor Supply
1.09%
▼ 4.72%
4
Buy
Sep 10, 2025
iShares Core U.S. Aggregate Bond ETF
0.8%
▲ 3.68%
5
Buy
Sep 10, 2025
iShares Core S&P Small Cap ETF
0.27%
▲ 20.74%
3
Buy
Sep 10, 2025
iShares Core 1-5 Year USD Bond ETF
0.36%
▲ 2.76%
5
Buy
Sep 10, 2025
iShares Core MSCI Total International Stock ETF
1.5%
▲ 18.75%
4
Buy
Sep 10, 2025
Vanguard S&P 500 ETF
2.9%
▲ 13.79%
4
Buy
Sep 10, 2025
PepsiCo
0.61%
▲ 11.03%
4
Buy
Sep 10, 2025
American Express
1.71%
▲ 22.03%
6
Buy
Sep 10, 2025
JPMorgan Chase
1.06%
▲ 13.58%
5
Buy
Sep 10, 2025