JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #5,174 out of 765,504 TipRanks' Investors
Success Rate
75%
91 out of 122
profitable transactions
Average Return
98.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 20.59%
6-Month Return▲ 58.16%
12-Month Return▲ 79.09%
YTD Return▲ 67.61%
Total Return▲ 70.28%

Best Trade

Opened at
Closed at-
Gain▲ 782.83%

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
▼ 4.21%
▲ 2.34%
▲ 5.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.99%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 4.34%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 16.59%
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%
▼ 4.21%▲ 2.34%▲ 5.15%
▲ 7.82%▲ 2.10%▲ 10.99%
▲ 6.02%▼ 0.89%▲ 4.34%
▲ 12.58%▲ 1.42%▲ 16.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
45.84%
▲ 370.96%
28
Buy
Sep 24, 2024
New Perspective Fund, Class A Shares
3.64%
▲ 15.68%
8
Sell
Sep 07, 2024
The Growth Fund of America Class A Shares
4.01%
▲ 20.48%
7
Buy
Sep 07, 2024
IonQ
4.02%
▲ 239.13%
2
Buy
Sep 06, 2024
Nvidia
1.34%
▲ 41.62%
1
Open
Sep 06, 2024
Nike
0.39%
▼ 6.59%
1
Open
Sep 06, 2024
Dollar Tree
0.39%
▼ 6.15%
1
Open
Sep 06, 2024
Vanguard Index Trust Small-Cap Index Fund Instl Shares
20.96%
▲ 30.12%
33
Buy
Jul 09, 2024
VF
0.96%
▲ 21.51%
4
Buy
Jul 01, 2024
Flagstar Financial
0.12%
▼ 8.64%
3
Buy
Jul 01, 2024
Target
0.83%
▼ 0.09%
4
Buy
Jul 01, 2024
PGIM Jennison Small Company Fund Class R6
▲ 5.25%
3
Close
May 28, 2024
Vale SA
0.86%
▼ 16.27%
5
Buy
May 18, 2024
Intel
0.74%
▼ 15.66%
3
Buy
May 18, 2024
Pfizer
1.04%
▲ 4.01%
1
Open
Jan 31, 2024
ARK Israel Innovative Technology ETF
0.08%
▼ 8.99%
2
Buy
Jan 21, 2023
Amazon
3.42%
▲ 128.08%
2
Buy
Dec 23, 2022
Alphabet Class A
1.72%
▲ 97.53%
1
Open
Dec 21, 2022
Flagstar Bancorp
▼ 13.91%
2
Close
Nov 30, 2022
Tenneco Automotive
▲ 77.53%
3
Close
Nov 28, 2022