tiprankstipranks

JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #1,856 out of 775,923 TipRanks' Investors
Success Rate
73%
89 out of 122
profitable transactions
Average Return
155.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.06%
6-Month Return▲ 78.51%
12-Month Return▲ 94.16%
YTD Return▲ 94.63%
Total Return▲ 97.72%

Best Trade

Opened at
Closed at-
Gain▲ 1180.60%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.69%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.93%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.70%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.99%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 4.72%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 28.51%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 4.96%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.69%
▼ 2.25%▲ 3.53%▲ 5.93%
▲ 25.71%▲ 1.21%▲ 5.70%
▼ 4.22%▲ 2.34%▲ 5.15%
▲ 7.82%▲ 2.10%▲ 10.99%
▲ 5.38%▼ 0.89%▲ 4.72%
▲ 43.22%▲ 5.96%▲ 28.51%
▲ 3.34%▼ 1.56%▲ 4.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
52.6%
▲ 583.15%
28
Buy
Sep 24, 2024
New Perspective Fund, Class A Shares
2.73%
▲ 15.12%
8
Sell
Sep 07, 2024
The Growth Fund of America Class A Shares
2.96%
▲ 31.86%
7
Buy
Sep 07, 2024
IonQ
8.58%
▲ 815.74%
2
Buy
Sep 06, 2024
Nvidia
0.98%
▲ 31.01%
1
Open
Sep 06, 2024
Nike
0.32%
▼ 4.09%
1
Open
Sep 06, 2024
Dollar Tree
0.36%
▲ 9.68%
1
Open
Sep 06, 2024
Vanguard Index Trust Small-Cap Index Fund Instl Shares
16.04%
▲ 25.91%
33
Buy
Jul 09, 2024
VF
0.81%
▲ 30.58%
4
Buy
Jul 01, 2024
Flagstar Financial
0.07%
▼ 29.03%
3
Buy
Jul 01, 2024
Target
0.59%
▼ 10.17%
4
Buy
Jul 01, 2024
PGIM Jennison Small Company Fund Class R6
▲ 5.25%
3
Close
May 28, 2024
Vale SA
0.56%
▼ 30.51%
5
Buy
May 18, 2024
Intel
0.46%
▼ 34.28%
3
Buy
May 18, 2024
Pfizer
0.79%
▲ 1.76%
1
Open
Jan 31, 2024
ARK Israel Innovative Technology ETF
0.07%
▼ 2.40%
2
Buy
Jan 21, 2023
Amazon
2.94%
▲ 147.71%
2
Buy
Dec 23, 2022
Alphabet Class A
1.48%
▲ 114.45%
1
Open
Dec 21, 2022
Flagstar Bancorp
▼ 13.91%
2
Close
Nov 30, 2022
Tenneco Automotive
▲ 77.53%
3
Close
Nov 28, 2022