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JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #3,024 out of 781,107 TipRanks' Investors
Success Rate
72%
89 out of 123
profitable transactions
Average Return
137.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.82%
6-Month Return▲ 62.91%
12-Month Return▲ 107.48%
YTD Return▲ 3.55%
Total Return▲ 100.29%

Best Trade

Opened at
Closed at-
Gain▲ 1041.02%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

28.51%0-28.51%
▲ 9.79%
▲ 3.53%
▲ 5.93%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.70%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 10.99%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.91%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 28.51%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 2.56%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 3.55%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 5.93%
▲ 8.13%▲ 1.21%▲ 5.70%
▼ 13.14%▲ 2.34%▲ 5.15%
▲ 2.93%▲ 2.10%▲ 10.99%
▲ 10.00%▼ 0.89%▲ 4.91%
▲ 26.04%▲ 5.96%▲ 28.51%
▲ 5.93%▼ 2.41%▲ 2.56%
▲ 7.55%▲ 1.96%▲ 3.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
49.41%
▲ 490.71%
29
Buy
Dec 24, 2024
New Perspective Fund, Class A Shares
2.87%
▲ 16.91%
8
Sell
Sep 07, 2024
The Growth Fund of America Class A Shares
3.13%
▲ 34.87%
7
Buy
Sep 07, 2024
IonQ
8.73%
▲ 701.74%
2
Buy
Sep 06, 2024
Nvidia
1.05%
▲ 33.94%
1
Open
Sep 06, 2024
Nike
0.31%
▼ 11.69%
1
Open
Sep 06, 2024
Dollar Tree
0.38%
▲ 8.38%
1
Open
Sep 06, 2024
Vanguard Index Trust Small-Cap Index Fund Instl Shares
17.64%
▲ 29.39%
33
Buy
Jul 09, 2024
VF
0.93%
▲ 38.73%
4
Buy
Jul 01, 2024
Flagstar Financial
0.08%
▼ 25.97%
3
Buy
Jul 01, 2024
Target
0.64%
▼ 8.72%
4
Buy
Jul 01, 2024
PGIM Jennison Small Company Fund Class R6
▲ 5.25%
3
Close
May 28, 2024
Vale SA
0.59%
▼ 30.20%
5
Buy
May 18, 2024
Intel
0.53%
▼ 27.65%
3
Buy
May 18, 2024
Pfizer
0.83%
▲ 1.53%
1
Open
Jan 31, 2024
ARK Israel Innovative Technology ETF
0.08%
▲ 5.83%
2
Buy
Jan 21, 2023
Amazon
3.13%
▲ 148.84%
2
Buy
Dec 23, 2022
Alphabet Class A
1.59%
▲ 119.59%
1
Open
Dec 21, 2022
Flagstar Bancorp
▼ 13.91%
2
Close
Nov 30, 2022
Tenneco Automotive
▲ 77.53%
3
Close
Nov 28, 2022