JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #402,115 out of 606,985 TipRanks' Investors
Success Rate
43%
34 out of 80
profitable transactions
Average Return
-11.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 18.84%
6-Month Return▼ 11.37%
12-Month Return▼ 22.29%
YTD Return▲ 13.17%
Total Return▼ 35.71%

Best Trade

Opened at
Closed at-
Gain▲ 77.53%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

16.60%0-16.60%
Jun 2022
Jul 2022
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
TipRanks AverageS&P 500Investor Portfolio
▼ 10.15%▼ 8.25%▼ 3.99%
▲ 12.28%▲ 9.21%▲ 10.15%
▼ 5.22%▼ 4.08%▼ 10.97%
▼ 14.21%▼ 9.24%▼ 2.82%
▼ 2.92%▲ 8.13%▲ 7.59%
▲ 6.29%▲ 5.56%▼ 6.91%
▼ 11.62%▼ 5.76%▼ 11.44%
▲ 16.60%▲ 4.69%▲ 13.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Intel
2.29%
0.00%
1
Open
Jan 26, 2023
VSCIX
Vanguard Index Trust Small-Cap Index Fund Instl Shares
16.38%
▲ 3.50%
20
Buy
Jan 21, 2023
Vale SA
3.6%
▲ 22.42%
3
Buy
Jan 21, 2023
ARK Israel Innovative Technology ETF
0.19%
▼ 18.48%
2
Buy
Jan 21, 2023
Palantir Technologies
15.03%
▼ 27.88%
18
Buy
Jan 21, 2023
ANWPX
New Perspective Fund, Class A Shares
8.84%
▼ 14.55%
6
Buy
Jan 21, 2023
AGTHX
The Growth Fund of America Class A Shares
8.04%
▼ 17.22%
6
Buy
Jan 21, 2023
VF
3.39%
▲ 2.20%
2
Buy
Jan 21, 2023
Target
2.37%
▲ 2.97%
1
Open
Jan 20, 2023
IonQ
1.4%
▲ 20.42%
1
Open
Jan 06, 2023
Amazon
4.31%
▲ 9.27%
2
Buy
Dec 23, 2022
Alphabet Class A
2.5%
▲ 8.86%
1
Open
Dec 21, 2022
Flagstar Bancorp
▼ 13.91%
2
Close
Nov 30, 2022
NY Community
0.72%
▲ 5.13%
1
Open
Nov 30, 2022
Tenneco Automotive
▲ 77.53%
3
Close
Nov 28, 2022
ProShares UltraPro QQQ
0.21%
▼ 48.02%
2
Buy
Sep 09, 2022
Twilio
2.72%
▼ 55.62%
2
Buy
Jun 03, 2022
ANEFX
American Funds New Economy Fund A
▼ 26.06%
5
Close
Jun 03, 2022
ChargePoint Holdings
1.55%
▼ 22.44%
1
Open
Jun 03, 2022
PJSQX
PGIM Jennison Small Company Fund Class R6
0.92%
▼ 1.17%
2
Buy
Mar 16, 2022