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JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #719 out of 805,660 TipRanks' Investors
Success Rate
73%
100 out of 137
profitable transactions
Average Return
225.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.78%
6-Month Return▲ 25.26%
12-Month Return▲ 120.59%
YTD Return▲ 28.67%
Total Return▲ 150.16%

Best Trade

Opened at
Closed at-
Gain▲ 1978.54%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

28.51%0-28.51%
▲ 25.97%
▲ 5.96%
▲ 28.51%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 3.06%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 11.38%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.70%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.57%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 12.12%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 8.78%
May 2025
▲ 3.20%
▲ 4.12%
▲ 3.12%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 28.51%
▲ 5.10%▼ 2.41%▲ 3.06%
▲ 6.03%▲ 2.69%▲ 11.38%
▼ 12.86%▼ 1.27%▼ 1.70%
▼ 1.80%▼ 5.57%▼ 6.57%
▲ 1.83%▼ 0.87%▲ 12.12%
▲ 12.21%▲ 6.28%▲ 8.78%
▲ 3.20%▲ 4.12%▲ 3.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Index Trust Small-Cap Index Fund Instl Shares
15.22%
▲ 22.68%
35
Buy
Jun 09, 2025
Palantir Technologies
61.83%
▲ 888.61%
32
Buy
Jun 09, 2025
ARK Israel Innovative Technology ETF
0.06%
▲ 18.09%
3
Buy
Mar 19, 2025
Target
0.32%
▼ 25.55%
5
Buy
Mar 19, 2025
Intel
0.39%
▼ 19.19%
4
Buy
Mar 19, 2025
Pfizer
0.56%
▼ 4.60%
2
Buy
Mar 19, 2025
Vale SA
0.46%
▼ 16.65%
6
Buy
Mar 12, 2025
New Perspective Fund, Class A Shares
2.29%
▲ 25.14%
9
Buy
Mar 12, 2025
The Growth Fund of America Class A Shares
2.52%
▲ 37.81%
8
Buy
Mar 12, 2025
VF
0.31%
▼ 29.60%
5
Buy
Mar 12, 2025
Marvell
0.56%
▲ 10.59%
1
Open
Mar 12, 2025
IonQ
5.58%
▲ 729.78%
2
Buy
Sep 06, 2024
Nvidia
0.83%
▲ 53.46%
1
Open
Sep 06, 2024
Nike
0.21%
▼ 9.14%
1
Open
Sep 06, 2024
Dollar Tree
0.35%
▲ 48.42%
1
Open
Sep 06, 2024
Flagstar Financial
0.06%
▼ 15.08%
3
Buy
Jul 01, 2024
PGIM Jennison Small Company Fund Class R6
▲ 5.25%
3
Close
May 28, 2024
Amazon
2.1%
▲ 145.93%
2
Buy
Dec 23, 2022
Alphabet Class A
0.99%
▲ 100.49%
1
Open
Dec 21, 2022
Flagstar Bancorp
▼ 13.91%
2
Close
Nov 30, 2022