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JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #176 out of 827,325 TipRanks' Investors
Success Rate
83%
114 out of 138
profitable transactions
Average Return
322.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.52%
6-Month Return▲ 41.24%
12-Month Return▲ 80.26%
YTD Return▲ 65.13%
Total Return▲ 220.40%

Best Trade

Opened at
Closed at-
Gain▲ 2728.78%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 12.16%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.78%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.90%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.65%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.52%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 11.12%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.55%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 5.96%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 12.16%
▲ 11.63%▲ 6.28%▲ 8.78%
▲ 9.25%▲ 5.14%▲ 4.90%
▲ 7.60%▲ 2.30%▲ 7.65%
▲ 2.76%▲ 2.05%▲ 4.52%
▲ 12.88%▲ 3.56%▲ 11.12%
▲ 10.96%▲ 2.38%▲ 7.55%
▼ 4.30%▼ 1.63%▼ 5.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Opendoor Technologies
0.34%
▼ 37.64%
1
Open
Sep 11, 2025
Vanguard Index Trust Small-Cap Index Fund Instl Shares
12.62%
▲ 31.73%
35
Buy
Jun 09, 2025
Palantir Technologies
65.41%
▲ 1,245.44%
32
Buy
Jun 09, 2025
ARK Israel Innovative Technology ETF
0.05%
▲ 27.65%
3
Buy
Mar 19, 2025
Target
0.23%
▼ 30.80%
5
Buy
Mar 19, 2025
Intel
0.5%
▲ 35.80%
4
Buy
Mar 19, 2025
Pfizer
0.44%
▼ 0.27%
2
Buy
Mar 19, 2025
Vale SA
0.44%
▲ 6.91%
6
Buy
Mar 12, 2025
New Perspective Fund, Class A Shares
1.89%
▲ 32.38%
9
Buy
Mar 12, 2025
The Growth Fund of America Class A Shares
2.09%
▲ 47.66%
8
Buy
Mar 12, 2025
VF
0.3%
▼ 12.43%
5
Buy
Mar 12, 2025
Marvell
0.52%
▲ 30.51%
1
Open
Mar 12, 2025
IonQ
6.39%
▲ 1,121.88%
2
Buy
Sep 06, 2024
Nvidia
0.77%
▲ 83.04%
1
Open
Sep 06, 2024
Nike
0.14%
▼ 22.55%
1
Open
Sep 06, 2024
Dollar Tree
0.29%
▲ 59.01%
1
Open
Sep 06, 2024
Flagstar Financial
0.05%
▼ 14.46%
3
Buy
Jul 01, 2024
PGIM Jennison Small Company Fund Class R6
▲ 5.25%
3
Close
May 28, 2024
Amazon
1.78%
▲ 169.18%
2
Buy
Dec 23, 2022
Alphabet Class A
1.2%
▲ 213.41%
1
Open
Dec 21, 2022