Jonathan - JMV Holdings
Portfolio Gain
1-Month Returnâ–¼7.44%
6-Month Returnâ–²7.93%
12-Month Returnâ–²6.89%
YTD Returnâ–²10.46%
Total Returnâ–²264.08%
Best Trade
Bio
Total investment portfolio - NQ, IRA, and Roth
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 2.38%â–² 8.80%â–² 7.73%â–¼ 10.01%â–¼ 1.59%â–² 21.75%â–² 1.75%â–¼ 6.83%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
BOXLBoxlight | 0% | â–¼99.88% | 2 | Sell | Jan 05, 2026 | |
MNYMoneyHero Limited | 0% | â–¼94.50% | 2 | Sell | Jan 05, 2026 | |
ATECAlphatec Holdings | 0% | â–¼43.13% | 2 | Sell | Jan 05, 2026 | |
BRZUDirexion Daily MSCI Brazil Bull 2X Shares | 0% | â–²31.51% | 2 | Sell | Jan 05, 2026 | |
FLGFlagstar Financial | 0.01% | â–¼17.12% | 4 | Sell | Jan 05, 2026 | |
TGTTarget | 0% | â–²30.76% | 7 | Sell | Jan 05, 2026 | |
VLISXVanguard Large Cap Index Fund Institutional Shs | 0.53% | â–²9.96% | 2 | Buy | Dec 10, 2025 | |
VALEVale SA | 0.44% | â–²6.38% | 7 | Buy | Nov 11, 2025 | |
VFCVF | 0.37% | â–²14.34% | 6 | Buy | Nov 11, 2025 | |
PFEPfizer | 0.55% | â–²29.29% | 3 | Buy | Nov 11, 2025 | |
OPENOpendoor Technologies | 0.08% | â–¼82.89% | 1 | Open | Sep 11, 2025 | |
VSCIXVanguard Index Trust Small-Cap Index Fund Instl Shares | 14.17% | â–²50.99% | 35 | Buy | Jun 09, 2025 | |
PLTRPalantir Technologies | 66.3% | â–²1292.17% | 32 | Buy | Jun 09, 2025 | |
IZRLARK Israel Innovative Technology ETF | 0.05% | â–²23.12% | 3 | Buy | Mar 19, 2025 | |
INTCIntel | 0.85% | â–²134.21% | 4 | Buy | Mar 19, 2025 | |
ANWPXNew Perspective Fund, Class A Shares | 1.84% | â–²31.86% | 9 | Buy | Mar 12, 2025 | |
AGTHXThe Growth Fund of America Class A Shares | 1.99% | â–²43.04% | 8 | Buy | Mar 12, 2025 | |
MRVLMarvell | 1.09% | â–²182.39% | 1 | Open | Mar 12, 2025 | |
IONQIonQ | 3.17% | â–²519.29% | 2 | Buy | Sep 06, 2024 | |
NVDANvidia | 0.82% | â–²99.56% | 1 | Open | Sep 06, 2024 |