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Holding - New Portfolio

Jon Bakke

Holding
Individual Investor
Ranked #221,282 out of 834,064 TipRanks' Investors
Success Rate
57%
96 out of 169
profitable transactions
Average Return
21.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.21%
6-Month Return▲ 17.20%
12-Month Return▲ 28.26%
YTD Return▲ 31.73%
Total Return▲ 77.78%

Best Trade

Opened at
Closed at-
Gain▲ 212.36%

Bio

Performance

12.92%0-12.92%
▲ 11.63%
▲ 6.28%
▲ 12.92%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.87%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.02%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.20%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.18%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.80%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 5.08%
Nov 2025
▲ 1.61%
▲ 1.31%
▲ 1.40%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 12.92%
▲ 9.25%▲ 5.14%▲ 9.87%
▲ 7.60%▲ 2.30%▲ 6.02%
▲ 2.76%▲ 2.05%▲ 0.20%
▲ 12.88%▲ 3.56%▲ 9.18%
▲ 10.96%▲ 2.38%▲ 3.80%
▼ 3.57%▲ 0.19%▼ 5.08%
▲ 1.61%▲ 1.31%▲ 1.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
11.57%
▲ 85.41%
13
Buy
Dec 26, 2025
Microsoft
2.79%
▲ 10.00%
11
Buy
Dec 26, 2025
Nvidia
45.56%
▲ 88.71%
24
Buy
Dec 26, 2025
TSMC
6.04%
▲ 56.72%
7
Buy
Dec 26, 2025
Strategy
0.64%
▼ 29.77%
5
Buy
Dec 26, 2025
Tesla
3.94%
▲ 53.41%
7
Buy
Dec 26, 2025
GE Vernova Inc.
1.97%
▲ 36.53%
7
Buy
Dec 26, 2025
Chevron
0.14%
▲ 3.47%
3
Buy
Dec 26, 2025
UnitedHealth
0.58%
▲ 2.20%
4
Buy
Dec 26, 2025
Netflix
0.93%
▼ 11.76%
5
Buy
Dec 26, 2025
Micron
3.95%
▲ 117.28%
6
Buy
Dec 26, 2025
Fidelity Ethereum Fund ETF
1.06%
▼ 25.84%
5
Buy
Dec 26, 2025
Oracle
0.01%
0.00%
1
Open
Dec 26, 2025
SPDR Dow Jones Industrial Average ETF Trust
3.12%
▲ 11.10%
8
Sell
Oct 30, 2025
Amphenol
0.97%
▲ 47.79%
5
Buy
Oct 08, 2025
BitMine Immersion Technologies
0.15%
▼ 52.16%
1
Open
Oct 07, 2025
Amazon
4.67%
▲ 22.74%
3
Buy
Sep 16, 2025
Alphabet Class C
0.01%
▲ 9.18%
5
Open
Sep 16, 2025
Invesco S&P 500 Top 50 ETF
0.01%
▲ 5.97%
3
Open
Sep 16, 2025
Meta Platforms
0.73%
▼ 10.69%
3
Buy
Sep 16, 2025