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Holding - New Portfolio
Jordan
HoldingIndividual Investor
Ranked #72,900 out of 805,489 TipRanks' Investors
Success Rate
117 out of 173
profitable transactions
profitable transactions
Average Return
20.62%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.47%
6-Month Return▼ 0.21%
12-Month Return▲ 8.47%
YTD Return▲ 0.74%
Total Return▲ 103.37%
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%
▲ 4.09%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.56%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.14%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.75%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 11.22%
May 2025
▲ 2.39%
▲ 3.31%
▼ 2.12%
Jun 2025
▲ 25.97%▲ 5.96%▲ 7.63%
▲ 5.10%▼ 2.41%▼ 5.93%
▲ 6.03%▲ 2.69%▲ 4.09%
▼ 12.86%▼ 1.27%▼ 1.56%
▼ 1.80%▼ 5.57%▼ 7.14%
▲ 1.83%▼ 0.87%▼ 2.75%
▲ 12.21%▲ 6.28%▲ 11.22%
▲ 2.39%▲ 3.31%▼ 2.12%
Recent Activity
Invesco Mortgage
0.03%
▼ 10.05%
3
Buy
May 31, 2025
Target
2.78%
▼ 7.08%
3
Buy
May 31, 2025
Blackstone Group
3.32%
▲ 48.91%
4
Buy
May 31, 2025
Redwood
0.15%
▲ 22.42%
2
Buy
May 31, 2025
AT&T
0.86%
▲ 24.88%
3
Buy
May 31, 2025
TJX Companies
3.5%
▲ 29.55%
3
Buy
May 31, 2025
Orchid Island Capital
0.18%
▼ 12.27%
3
Buy
May 31, 2025
Exxon Mobil
4.17%
▲ 4.49%
2
Buy
May 31, 2025
Hitachi
1.2%
▲ 5.37%
2
Buy
May 31, 2025
Cracker Barrel
2.84%
▲ 28.25%
2
Buy
May 31, 2025
Caesars Entertainment
0.78%
▲ 4.74%
2
Buy
May 31, 2025
Hess Midstream Partners
1%
▲ 2.76%
2
Buy
May 31, 2025
JPMorgan Equity Premium Income ETF
3.81%
▲ 2.94%
2
Buy
May 31, 2025
iShares Core U.S. Aggregate Bond ETF
0.93%
▲ 1.37%
2
Buy
May 31, 2025
iShares Core 1-5 Year USD Bond ETF
0.41%
▲ 0.99%
2
Buy
May 31, 2025
iShares Core MSCI Total International Stock ETF
1.57%
▲ 5.95%
2
Buy
May 31, 2025
McDonald's
0.93%
▼ 8.98%
2
Buy
May 31, 2025
Toronto Dominion Bank
0.09%
▲ 11.17%
2
Buy
May 31, 2025
PepsiCo
0.41%
▼ 1.90%
2
Buy
May 31, 2025
Dollar Tree
1.66%
▲ 16.20%
2
Buy
May 31, 2025