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JV Capital Mgmt - New Portfolio

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JV Capital Mgmt
Individual Investor
Ranked #206,316 out of 728,786 TipRanks' Investors
Success Rate
52%
77 out of 149
profitable transactions
Average Return
6.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 13.39%
6-Month Return▲ 16.59%
12-Month Return▲ 28.68%
YTD Return▲ 1.87%
Total Return▼ 8.66%

Best Trade

Opened at
Closed at-
Gain▲ 164.17%

Bio

Fundamentals and macros before technicals. Then technicals.

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 3.63%
Sep 2023
▼ 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
▼ 24.17%
▼ 4.31%
▼ 15.62%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.63%
▼ 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%
▼ 24.17%▼ 4.31%▼ 15.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Close
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8
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Feb 27, 2024
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Buy
Feb 27, 2024
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0.36%
▲ 23.19%
9
Buy
Feb 27, 2024
Freeport-McMoRan
▲ 2.84%
10
Close
Jan 25, 2024
SPDR S&P 500 ETF Trust
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▲ 9.67%
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Sell
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Close
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▲ 3.20%
5
Close
Dec 21, 2023
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Close
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Semler Scientific
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Close
Dec 20, 2023