tiprankstipranks

Holding - New Portfolio

Jon Bakke

Holding
Individual Investor
Ranked #289,696 out of 788,370 TipRanks' Investors
Success Rate
53%
39 out of 73
profitable transactions
Average Return
11.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.62%
6-Month Return▲ 9.75%
12-Month Return▲ 27.04%
YTD Return▼ 1.10%
Total Return▲ 33.98%

Best Trade

Opened at
Closed at-
Gain▲ 124.65%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 5.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.15%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.92%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.20%
Nov 2024
▲ 5.94%
▼ 2.41%
▲ 3.87%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 0.72%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 1.81%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 5.58%
▼ 13.14%▲ 2.34%▼ 3.49%
▲ 2.93%▲ 2.10%▲ 4.15%
▲ 9.99%▼ 0.89%▲ 0.92%
▲ 26.03%▲ 5.96%▲ 7.20%
▲ 5.94%▼ 2.41%▲ 3.87%
▲ 5.25%▲ 2.69%▲ 0.72%
▼ 10.49%▼ 0.31%▼ 1.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
3.16%
▼ 1.42%
6
Buy
Dec 26, 2024
SPDR Dow Jones Industrial Average ETF Trust
4.1%
▼ 0.03%
4
Sell
Dec 25, 2024
Invesco DB US Dollar Index Bullish Fund
0.47%
▲ 1.96%
7
Sell
Dec 16, 2024
Vertiv Holdings
0.36%
▼ 23.80%
1
Open
Dec 16, 2024
Amphenol
0.43%
▼ 10.12%
1
Open
Dec 16, 2024
Broadcom
10.02%
▲ 50.69%
6
Buy
Dec 12, 2024
GE Vernova Inc.
0.47%
▼ 0.54%
1
Open
Dec 12, 2024
Nvidia
47.65%
▲ 52.98%
12
Sell
Dec 05, 2024
Fidelity Wise Origin Bitcoin Fund
2.25%
▼ 0.33%
2
Buy
Dec 02, 2024
HEICO
0.4%
▼ 15.98%
1
Open
Dec 02, 2024
Palo Alto Networks
0.87%
▼ 11.09%
4
Open
Nov 26, 2024
Strategy
1.65%
▲ 46.31%
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
1.7%
▲ 3.12%
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
0.86%
▲ 8.58%
5
Buy
Oct 18, 2024