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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #199,550 out of 822,855 TipRanks' Investors
Success Rate
164 out of 271
profitable transactions
profitable transactions
Average Return
15.92%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.58%
6-Month Return▲ 39.82%
12-Month Return▲ 27.89%
YTD Return▲ 23.54%
Total Return▲ 149.40%
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
▲ 0.54%
▼ 1.98%
▲ 0.72%
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%
▲ 0.54%▼ 1.98%▲ 0.72%
Recent Activity
Target
2.13%
▼ 14.85%
6
Buy
Sep 10, 2025
Blackstone Group
3.15%
▲ 33.09%
6
Buy
Sep 10, 2025
Mercedes-Benz Group AG Unsponsored ADR
2.28%
▼ 0.62%
4
Buy
Sep 10, 2025
Bj's Wholesale Club Holdings
1.82%
▲ 12.61%
5
Buy
Sep 10, 2025
Walt Disney
7.63%
▼ 1.07%
6
Buy
Sep 10, 2025
TJX Companies
3.16%
▲ 37.12%
4
Buy
Sep 10, 2025
Conocophillips
0.22%
▼ 10.44%
3
Buy
Sep 10, 2025
Exxon Mobil
5.06%
▲ 3.07%
5
Buy
Sep 10, 2025
Cracker Barrel
1.56%
▼ 22.61%
4
Buy
Sep 10, 2025
Hess Midstream Partners
0.87%
▼ 15.99%
4
Buy
Sep 10, 2025
JPMorgan Equity Premium Income ETF
4.2%
▲ 2.24%
5
Buy
Sep 10, 2025
Tractor Supply
1.25%
▲ 1.43%
4
Buy
Sep 10, 2025
iShares Core U.S. Aggregate Bond ETF
0.86%
▲ 2.88%
5
Buy
Sep 10, 2025
iShares Core S&P Small Cap ETF
0.26%
▲ 6.41%
3
Buy
Sep 10, 2025
iShares Core 1-5 Year USD Bond ETF
0.38%
▲ 1.77%
5
Buy
Sep 10, 2025
iShares Core MSCI Total International Stock ETF
1.49%
▲ 7.39%
4
Buy
Sep 10, 2025
Vanguard S&P 500 ETF
2.93%
▲ 7.03%
4
Buy
Sep 10, 2025
PepsiCo
0.67%
▲ 12.59%
4
Buy
Sep 10, 2025
American Express
1.62%
▲ 7.76%
6
Buy
Sep 10, 2025
JPMorgan Chase
1.11%
▲ 10.01%
5
Buy
Sep 10, 2025