Holding - New Portfolio

Jon Bakke

Holding
Individual Investor
Ranked #338,095 out of 794,584 TipRanks' Investors
Success Rate
23%
17 out of 73
profitable transactions
Average Return
-7.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.89%
6-Month Return▼ 14.14%
12-Month Return▼ 2.87%
YTD Return▼ 20.94%
Total Return▲ 6.71%

Best Trade

Opened at
Closed at-
Gain▲ 120.10%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 4.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.92%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.20%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 3.49%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 1.16%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.65%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.54%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 8.46%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 4.15%
▲ 10.00%▼ 0.89%▲ 0.92%
▲ 26.01%▲ 5.96%▲ 7.20%
▲ 5.33%▼ 2.41%▲ 3.49%
▲ 5.87%▲ 2.69%▲ 1.16%
▼ 12.86%▼ 1.27%▼ 6.65%
▼ 1.80%▼ 5.57%▼ 8.54%
▼ 9.96%▼ 9.67%▼ 8.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
3.75%
▼ 13.10%
6
Buy
Dec 26, 2024
SPDR Dow Jones Industrial Average ETF Trust
4.88%
▼ 11.59%
4
Sell
Dec 25, 2024
Invesco DB US Dollar Index Bullish Fund
0.62%
▼ 0.91%
7
Sell
Dec 16, 2024
Vertiv Holdings
0.3%
▼ 52.82%
1
Open
Dec 16, 2024
Amphenol
0.51%
▼ 21.20%
1
Open
Dec 16, 2024
Broadcom
9.04%
▲ 1.12%
6
Buy
Dec 12, 2024
GE Vernova Inc.
0.52%
▼ 17.65%
1
Open
Dec 12, 2024
Nvidia
45.05%
▲ 7.34%
12
Sell
Dec 05, 2024
Fidelity Wise Origin Bitcoin Fund
2.68%
▼ 11.67%
2
Buy
Dec 02, 2024
HEICO
0.58%
▼ 9.99%
1
Open
Dec 02, 2024
Palo Alto Networks
0.94%
▼ 20.54%
4
Open
Nov 26, 2024
Strategy
2.17%
▲ 43.34%
3
Buy
Nov 21, 2024
Advanced Micro Devices
▼ 18.73%
5
Close
Nov 20, 2024
ASML Holding
▼ 24.98%
3
Close
Nov 20, 2024
Monolithic Power
▼ 30.89%
3
Close
Nov 20, 2024
Lam Research
▼ 22.96%
2
Close
Nov 20, 2024
Invesco S&P 500 Top 50 ETF
1.89%
▼ 15.09%
1
Open
Nov 20, 2024
GigaCloud Technology, Inc. Class A
▼ 25.44%
4
Close
Nov 11, 2024
Super Micro Computer
▼ 39.60%
4
Close
Oct 31, 2024
Salesforce
0.9%
▼ 15.62%
5
Buy
Oct 18, 2024