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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #109,860 out of 804,349 TipRanks' Investors
Success Rate
108 out of 173
profitable transactions
profitable transactions
Average Return
18.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.93%
6-Month Return▲ 2.20%
12-Month Return▲ 12.08%
YTD Return▲ 3.01%
Total Return▲ 107.94%
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
▲ 4.72%
▲ 1.37%
▲ 0.03%
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%
▲ 4.72%▲ 1.37%▲ 0.03%
Recent Activity
Invesco Mortgage
0.03%
▼ 12.69%
3
Buy
May 31, 2025
Target
2.75%
▼ 9.44%
3
Buy
May 31, 2025
Blackstone Group
3.13%
▲ 38.17%
4
Buy
May 31, 2025
Redwood
0.15%
▲ 14.22%
2
Buy
May 31, 2025
AT&T
0.86%
▲ 23.36%
3
Buy
May 31, 2025
TJX Companies
3.57%
▲ 29.97%
3
Buy
May 31, 2025
Orchid Island Capital
0.18%
▼ 12.77%
3
Buy
May 31, 2025
Exxon Mobil
4.36%
▲ 7.53%
2
Buy
May 31, 2025
Hitachi
1.21%
▲ 4.54%
2
Buy
May 31, 2025
Cracker Barrel
2.7%
▲ 20.15%
2
Buy
May 31, 2025
Caesars Entertainment
0.77%
▲ 1.95%
2
Buy
May 31, 2025
Hess Midstream Partners
1.01%
▲ 1.99%
2
Buy
May 31, 2025
JPMorgan Equity Premium Income ETF
3.83%
▲ 1.74%
2
Buy
May 31, 2025
iShares Core U.S. Aggregate Bond ETF
0.94%
▲ 0.40%
2
Buy
May 31, 2025
iShares Core 1-5 Year USD Bond ETF
0.41%
▲ 0.41%
2
Buy
May 31, 2025
iShares Core MSCI Total International Stock ETF
1.56%
▲ 3.52%
2
Buy
May 31, 2025
McDonald's
0.95%
▼ 7.71%
2
Buy
May 31, 2025
Toronto Dominion Bank
0.09%
▲ 8.79%
2
Buy
May 31, 2025
PepsiCo
0.42%
▼ 1.25%
2
Buy
May 31, 2025
Dollar Tree
1.65%
▲ 13.97%
2
Buy
May 31, 2025