Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Calendars
Economic Indicators
Calculators
Education
About Us
Working with TipRanks
Follow Us
JMV Holdings - New Portfolio
Jonathan
JMV HoldingsIndividual Investor
Ranked #14,501 out of 747,498 TipRanks' Investors
Success Rate
87 out of 116
profitable transactions
profitable transactions
Average Return
39.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.06%
6-Month Return▲ 24.20%
12-Month Return▲ 25.44%
YTD Return▲ 21.09%
Total Return▲ 23.02%
Best Trade
Bio
Total investment portfolio - NQ, IRA, and Roth
Performance
29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▼ 1.28%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.92%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 25.13%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 4.01%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.69%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.93%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 8.41%
Jul 2024
▲ 5.14%▲ 4.57%▼ 1.28%
▼ 1.87%▲ 1.59%▼ 7.92%
▲ 14.08%▲ 5.22%▲ 25.13%
▲ 5.05%▲ 3.27%▼ 4.01%
▼ 12.40%▼ 4.03%▼ 7.16%
▲ 11.46%▲ 5.06%▲ 2.69%
▼ 2.25%▲ 3.53%▲ 5.93%
▲ 29.87%▲ 0.88%▲ 8.41%
Recent Activity
Vanguard Index Trust Small-Cap Index Fund Instl Shares
26.73%
▲ 17.42%
33
Buy
Jul 09, 2024
New Perspective Fund, Class A Shares
6.09%
▲ 9.64%
7
Buy
Jul 01, 2024
VF
1.05%
▼ 4.89%
4
Buy
Jul 01, 2024
NY Community
0.16%
▼ 12.49%
3
Buy
Jul 01, 2024
Target
1.2%
▲ 0.77%
4
Buy
Jul 01, 2024
Palantir Technologies
32.93%
▲ 148.50%
27
Buy
Jun 18, 2024
PGIM Jennison Small Company Fund Class R6
―
▲ 5.25%
3
Close
May 28, 2024
Vale SA
1.23%
▼ 17.79%
5
Buy
May 18, 2024
Intel
1.4%
▲ 10.34%
3
Buy
May 18, 2024
Pfizer
1.59%
▲ 12.34%
1
Open
Jan 31, 2024
ARK Israel Innovative Technology ETF
0.12%
▼ 10.38%
2
Buy
Jan 21, 2023
The Growth Fund of America Class A Shares
5.87%
▲ 12.67%
6
Buy
Jan 21, 2023
IonQ
1.34%
▲ 97.08%
1
Open
Jan 06, 2023
Amazon
4.25%
▲ 101.69%
2
Buy
Dec 23, 2022
Alphabet Class A
2.49%
▲ 98.55%
1
Open
Dec 21, 2022
Flagstar Bancorp
―
▼ 13.91%
2
Close
Nov 30, 2022
Tenneco Automotive
―
▲ 77.53%
3
Close
Nov 28, 2022
ProShares UltraPro QQQ
0.36%
▲ 66.85%
2
Buy
Sep 09, 2022
Twilio
1.42%
▼ 56.19%
2
Buy
Jun 03, 2022
American Funds New Economy Fund A
―
▼ 25.40%
5
Close
Jun 03, 2022