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JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #28,815 out of 728,988 TipRanks' Investors
Success Rate
67%
67 out of 100
profitable transactions
Average Return
22.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.31%
6-Month Return▲ 17.25%
12-Month Return▲ 49.96%
YTD Return▲ 1.02%
Total Return▲ 2.63%

Best Trade

Opened at
Closed at-
Gain▲ 235.93%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

25.13%0-25.13%
▼ 4.52%
▼ 4.74%
▼ 1.95%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 10.95%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 24.85%
Nov 2023
▲ 5.14%
▲ 4.57%
▼ 1.28%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.92%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 25.13%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 4.01%
Mar 2024
▼ 24.26%
▼ 4.50%
▼ 8.66%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 1.95%
▼ 6.45%▼ 2.17%▼ 10.95%
▲ 9.22%▲ 9.13%▲ 24.85%
▲ 5.14%▲ 4.57%▼ 1.28%
▼ 1.87%▲ 1.59%▼ 7.92%
▲ 14.08%▲ 5.22%▲ 25.13%
▲ 5.05%▲ 3.27%▼ 4.01%
▼ 24.26%▼ 4.50%▼ 8.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Vanguard Index Trust Small-Cap Index Fund Instl Shares
25.35%
▲ 10.41%
29
Buy
Mar 04, 2024
Palantir Technologies
28.46%
▲ 94.92%
24
Buy
Mar 04, 2024
Pfizer
1.69%
▼ 6.24%
1
Open
Jan 31, 2024
Vale SA
1.51%
▼ 11.59%
4
Buy
May 24, 2023
Target
1.56%
▲ 13.15%
2
Buy
May 24, 2023
Intel
1.71%
▲ 20.77%
2
Buy
May 24, 2023
ARK Israel Innovative Technology ETF
0.13%
▼ 15.90%
2
Buy
Jan 21, 2023
New Perspective Fund, Class A Shares
6.42%
▲ 4.96%
6
Buy
Jan 21, 2023
The Growth Fund of America Class A Shares
6.46%
▲ 4.25%
6
Buy
Jan 21, 2023
VF
0.94%
▼ 54.28%
2
Buy
Jan 21, 2023
IonQ
1.42%
▲ 95.49%
1
Open
Jan 06, 2023
Amazon
4.92%
▲ 97.38%
2
Buy
Dec 23, 2022
Alphabet Class A
2.56%
▲ 74.16%
1
Open
Dec 21, 2022
Flagstar Bancorp
▼ 13.91%
2
Close
Nov 30, 2022
NY Community
0.14%
▼ 66.00%
1
Open
Nov 30, 2022
Tenneco Automotive
▲ 77.53%
3
Close
Nov 28, 2022
ProShares UltraPro QQQ
0.29%
▲ 23.39%
2
Buy
Sep 09, 2022
Twilio
1.71%
▼ 56.36%
2
Buy
Jun 03, 2022
American Funds New Economy Fund A
▼ 25.40%
5
Close
Jun 03, 2022
ChargePoint Holdings
0.12%
▼ 90.53%
1
Open
Jun 03, 2022