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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #93,742 out of 803,890 TipRanks' Investors
Success Rate
111 out of 173
profitable transactions
profitable transactions
Average Return
19.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.38%
6-Month Return▲ 4.79%
12-Month Return▲ 13.83%
YTD Return▲ 4.27%
Total Return▲ 110.49%
Best Trade
Bio
It is what it is
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 7.63%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.93%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.56%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.14%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.68%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 11.22%
May 2025
▲ 5.75%
▲ 2.25%
▲ 1.26%
Jun 2025
▲ 25.97%▲ 5.96%▲ 7.63%
▲ 5.10%▼ 2.41%▼ 5.93%
▲ 6.03%▲ 2.69%▲ 4.07%
▼ 12.86%▼ 1.27%▼ 1.56%
▼ 1.80%▼ 5.57%▼ 7.14%
▲ 1.83%▼ 0.87%▼ 2.68%
▲ 12.21%▲ 6.28%▲ 11.22%
▲ 5.75%▲ 2.25%▲ 1.26%
Recent Activity
Invesco Mortgage
0.03%
▼ 11.43%
3
Buy
May 31, 2025
Target
2.79%
▼ 7.30%
3
Buy
May 31, 2025
Blackstone Group
3.11%
▲ 38.94%
4
Buy
May 31, 2025
Redwood
0.15%
▲ 14.83%
2
Buy
May 31, 2025
AT&T
0.86%
▲ 24.74%
3
Buy
May 31, 2025
TJX Companies
3.58%
▲ 31.81%
3
Buy
May 31, 2025
Orchid Island Capital
0.18%
▼ 12.89%
3
Buy
May 31, 2025
Exxon Mobil
4.29%
▲ 6.85%
2
Buy
May 31, 2025
Hitachi
1.19%
▲ 3.54%
2
Buy
May 31, 2025
Cracker Barrel
2.58%
▲ 15.89%
2
Buy
May 31, 2025
Caesars Entertainment
0.72%
▼ 3.56%
2
Buy
May 31, 2025
Hess Midstream Partners
1.01%
▲ 2.95%
2
Buy
May 31, 2025
JPMorgan Equity Premium Income ETF
3.82%
▲ 2.69%
2
Buy
May 31, 2025
iShares Core U.S. Aggregate Bond ETF
0.92%
▲ 0.02%
2
Buy
May 31, 2025
iShares Core 1-5 Year USD Bond ETF
0.41%
▲ 0.26%
2
Buy
May 31, 2025
iShares Core MSCI Total International Stock ETF
1.56%
▲ 4.75%
2
Buy
May 31, 2025
McDonald's
0.97%
▼ 5.58%
2
Buy
May 31, 2025
Toronto Dominion Bank
0.08%
▲ 8.40%
2
Buy
May 31, 2025
PepsiCo
0.42%
▲ 0.54%
2
Buy
May 31, 2025
Dollar Tree
1.66%
▲ 15.69%
2
Buy
May 31, 2025