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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #102,633 out of 852,708 TipRanks' Investors
Success Rate
184 out of 271
profitable transactions
profitable transactions
Average Return
21.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 16.27%
6-Month Return▲ 10.02%
12-Month Return▲ 21.60%
YTD Return▼ 8.04%
Total Return▲ 156.98%
Best Trade
Bio
It is what it is
Performance
12.88%0-12.88%
▲ 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%
▼ 2.99%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 5.72%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 4.99%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 3.21%
Feb 2026
▲ 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%▼ 2.99%
▼ 0.10%▲ 0.08%▲ 5.72%
▲ 4.06%▲ 1.47%▼ 4.99%
▼ 5.01%▼ 2.07%▼ 3.21%
Recent Activity
Target
2.66%
▲ 11.75%
6
Buy
Sep 10, 2025
Blackstone Group
2.5%
▲ 10.75%
6
Buy
Sep 10, 2025
Mercedes-Benz Group AG Unsponsored ADR
2.48%
▲ 12.22%
4
Buy
Sep 10, 2025
Bj's Wholesale Club Holdings
1.93%
▲ 24.11%
5
Buy
Sep 10, 2025
Walt Disney
7.06%
▼ 4.25%
6
Buy
Sep 10, 2025
TJX Companies
3.37%
▲ 52.23%
4
Buy
Sep 10, 2025
Conocophillips
0.26%
▲ 7.28%
3
Buy
Sep 10, 2025
Exxon Mobil
6.43%
▲ 37.16%
5
Buy
Sep 10, 2025
Cracker Barrel
1.25%
▼ 34.65%
4
Buy
Sep 10, 2025
Hess Midstream Partners
0.92%
▼ 3.42%
4
Buy
Sep 10, 2025
JPMorgan Equity Premium Income ETF
4.21%
▲ 9.11%
5
Buy
Sep 10, 2025
Tractor Supply
1.21%
▲ 2.33%
4
Buy
Sep 10, 2025
iShares Core U.S. Aggregate Bond ETF
0.82%
▲ 3.86%
5
Buy
Sep 10, 2025
iShares Core S&P Small Cap ETF
0.28%
▲ 20.15%
3
Buy
Sep 10, 2025
iShares Core 1-5 Year USD Bond ETF
0.37%
▲ 3.23%
5
Buy
Sep 10, 2025
iShares Core MSCI Total International Stock ETF
1.57%
▲ 19.74%
4
Buy
Sep 10, 2025
Vanguard S&P 500 ETF
2.93%
▲ 11.37%
4
Buy
Sep 10, 2025
PepsiCo
0.72%
▲ 26.91%
4
Buy
Sep 10, 2025
American Express
1.75%
▲ 21.09%
6
Buy
Sep 10, 2025
JPMorgan Chase
1.1%
▲ 13.92%
5
Buy
Sep 10, 2025