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Holding - New Portfolio

Jon Bakke

Holding
Individual Investor
Ranked #130,199 out of 781,066 TipRanks' Investors
Success Rate
63%
46 out of 73
profitable transactions
Average Return
18.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.83%
6-Month Return▲ 14.46%
12-Month Return-
YTD Return▲ 5.13%
Total Return▲ 42.00%

Best Trade

Opened at
Closed at-
Gain▲ 197.22%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 8.63%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 5.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.94%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.20%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 3.55%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 5.13%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 8.63%
▲ 8.13%▲ 1.21%▼ 5.58%
▼ 13.14%▲ 2.34%▼ 3.49%
▲ 2.93%▲ 2.10%▲ 4.15%
▲ 10.00%▼ 0.89%▲ 0.94%
▲ 26.04%▲ 5.96%▲ 7.20%
▲ 5.93%▼ 2.41%▲ 3.55%
▲ 9.79%▲ 0.95%▲ 5.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
3.14%
▲ 3.40%
6
Buy
Dec 26, 2024
SPDR Dow Jones Industrial Average ETF Trust
3.89%
▼ 0.05%
4
Sell
Dec 25, 2024
Invesco DB US Dollar Index Bullish Fund
0.46%
▲ 4.20%
7
Sell
Dec 16, 2024
Vertiv Holdings
0.48%
▲ 7.87%
1
Open
Dec 16, 2024
Amphenol
0.42%
▼ 7.67%
1
Open
Dec 16, 2024
Broadcom
10.3%
▲ 63.63%
6
Buy
Dec 12, 2024
GE Vernova Inc.
0.54%
▲ 21.76%
1
Open
Dec 12, 2024
Nvidia
46.18%
▲ 56.72%
12
Sell
Dec 05, 2024
Fidelity Wise Origin Bitcoin Fund
2.35%
▲ 10.32%
2
Buy
Dec 02, 2024
HEICO
0.4%
▼ 11.73%
1
Open
Dec 02, 2024
Palo Alto Networks
0.76%
▼ 14.60%
4
Open
Nov 26, 2024
Microstrategy
2.06%
▲ 93.57%
3
Buy
Nov 21, 2024
Advanced Micro Devices
▼ 18.73%
5
Close
Nov 20, 2024
ASML Holding
▼ 25.13%
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
1.61%
▲ 2.91%
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
0.85%
▲ 13.75%
5
Buy
Oct 18, 2024