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JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #4,654 out of 769,002 TipRanks' Investors
Success Rate
72%
88 out of 122
profitable transactions
Average Return
114.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 19.91%
6-Month Return▲ 64.64%
12-Month Return▲ 77.11%
YTD Return▲ 75.04%
Total Return▲ 77.82%

Best Trade

Opened at
Closed at-
Gain▲ 887.60%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.69%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.93%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.70%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.99%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 4.59%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 21.46%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.16%
▲ 11.46%▲ 5.06%▲ 2.69%
▼ 2.25%▲ 3.53%▲ 5.93%
▲ 25.72%▲ 1.21%▲ 5.70%
▼ 4.22%▲ 2.34%▲ 5.15%
▲ 7.82%▲ 2.10%▲ 10.99%
▲ 5.70%▼ 0.89%▲ 4.59%
▲ 23.63%▲ 3.84%▲ 21.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
46.78%
▲ 426.85%
28
Buy
Sep 24, 2024
New Perspective Fund, Class A Shares
3.32%
▲ 14.22%
8
Sell
Sep 07, 2024
The Growth Fund of America Class A Shares
3.72%
▲ 21.15%
7
Buy
Sep 07, 2024
IonQ
7.39%
▲ 494.96%
2
Buy
Sep 06, 2024
Nvidia
1.25%
▲ 41.89%
1
Open
Sep 06, 2024
Nike
0.36%
▼ 9.02%
1
Open
Sep 06, 2024
Dollar Tree
0.38%
▼ 4.99%
1
Open
Sep 06, 2024
Vanguard Index Trust Small-Cap Index Fund Instl Shares
19.28%
▲ 29.57%
33
Buy
Jul 09, 2024
VF
0.8%
▲ 8.85%
4
Buy
Jul 01, 2024
Flagstar Financial
0.1%
▼ 15.69%
3
Buy
Jul 01, 2024
Target
0.63%
▼ 16.84%
4
Buy
Jul 01, 2024
PGIM Jennison Small Company Fund Class R6
▲ 5.25%
3
Close
May 28, 2024
Vale SA
0.74%
▼ 22.24%
5
Buy
May 18, 2024
Intel
0.67%
▼ 19.16%
3
Buy
May 18, 2024
Pfizer
0.88%
▼ 3.72%
1
Open
Jan 31, 2024
ARK Israel Innovative Technology ETF
0.08%
▼ 7.27%
2
Buy
Jan 21, 2023
Amazon
3.03%
▲ 123.44%
2
Buy
Dec 23, 2022
Alphabet Class A
1.51%
▲ 96.94%
1
Open
Dec 21, 2022
Flagstar Bancorp
▼ 13.91%
2
Close
Nov 30, 2022
Tenneco Automotive
▲ 77.53%
3
Close
Nov 28, 2022