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JV Capital Mgmt - New Portfolio

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JV Capital Mgmt
Individual Investor
Ranked #151,066 out of 733,923 TipRanks' Investors
Success Rate
56%
84 out of 149
profitable transactions
Average Return
9.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.81%
6-Month Return▲ 31.09%
12-Month Return▲ 57.96%
YTD Return▲ 21.57%
Total Return▲ 9.01%

Best Trade

Opened at
Closed at-
Gain▲ 193.31%

Bio

Fundamentals and macros before technicals. Then technicals.

Performance

14.13%0-14.13%
▼ 6.45%
▼ 2.17%
▼ 0.86%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 14.13%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.36%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.86%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.73%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.31%
Apr 2024
▲ 6.35%
▲ 3.77%
▲ 7.49%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 0.86%
▲ 9.22%▲ 9.13%▲ 14.13%
▲ 5.14%▲ 4.57%▲ 3.36%
▼ 1.87%▲ 1.59%▲ 0.86%
▲ 14.08%▲ 5.22%▲ 11.11%
▲ 5.05%▲ 3.27%▲ 7.73%
▼ 12.40%▼ 4.03%▼ 6.31%
▲ 6.35%▲ 3.77%▲ 7.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Close
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Buy
Feb 27, 2024
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0.36%
▲ 34.99%
9
Buy
Feb 27, 2024
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10
Close
Jan 25, 2024
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2.19%
▲ 14.13%
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Sell
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Close
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Close
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Close
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Close
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