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Holding - New Portfolio

Jon Bakke

Holding
Individual Investor
Ranked #130,048 out of 821,200 TipRanks' Investors
Success Rate
64%
104 out of 162
profitable transactions
Average Return
24.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.73%
6-Month Return▲ 63.33%
12-Month Return▲ 49.95%
YTD Return▲ 34.62%
Total Return▲ 81.69%

Best Trade

Opened at
Closed at-
Gain▲ 209.66%

Bio

Performance

22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 8.54%
Mar 2025
▼ 3.50%
▼ 0.87%
▲ 6.55%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 12.92%
May 2025
▲ 2.59%
▲ 5.14%
▲ 9.86%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 6.02%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 0.20%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 9.18%
Sep 2025
▲ 2.08%
▲ 0.46%
▲ 1.80%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 15.60%▼ 5.57%▼ 8.54%
▼ 3.50%▼ 0.87%▲ 6.55%
▲ 7.77%▲ 6.28%▲ 12.92%
▲ 2.59%▲ 5.14%▲ 9.86%
▲ 22.60%▲ 2.30%▲ 6.02%
▼ 1.95%▲ 2.05%▲ 0.20%
▲ 6.01%▲ 3.56%▲ 9.18%
▲ 2.08%▲ 0.46%▲ 1.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
4.51%
▲ 17.40%
3
Buy
Sep 16, 2025
Broadcom
11.21%
▲ 86.59%
11
Buy
Sep 16, 2025
Alphabet Class C
0.01%
▲ 0.07%
5
Open
Sep 16, 2025
Microsoft
2.97%
▲ 16.10%
10
Buy
Sep 16, 2025
TSMC
5.8%
▲ 62.23%
5
Buy
Sep 16, 2025
Tesla
3%
▲ 51.10%
5
Buy
Sep 16, 2025
Invesco S&P 500 Top 50 ETF
0.01%
▲ 3.93%
3
Open
Sep 16, 2025
Meta Platforms
0.81%
▼ 2.19%
3
Buy
Sep 16, 2025
UnitedHealth
0.62%
▲ 8.22%
3
Buy
Sep 16, 2025
SoFi
0.84%
▲ 8.61%
2
Buy
Sep 16, 2025
Fidelity Ethereum Fund ETF
1.65%
▲ 13.93%
4
Buy
Sep 16, 2025
Vanguard S&P 500 ETF
0.01%
▲ 1.68%
1
Open
Sep 16, 2025
Nvidia
45.7%
▲ 92.88%
21
Sell
Sep 11, 2025
Netflix
1.14%
▼ 5.73%
4
Open
Sep 11, 2025
Advanced Micro Devices
1.04%
▼ 7.79%
8
Open
Sep 09, 2025
Strategy
1.43%
▲ 55.82%
4
Buy
Sep 09, 2025
Robinhood
1.54%
▲ 57.48%
7
Buy
Sep 09, 2025
Chevron
0.14%
▲ 4.61%
2
Buy
Sep 09, 2025
JPMorgan Chase
0.16%
▲ 9.56%
2
Buy
Sep 09, 2025
Apple
▲ 9.82%
9
Close
Aug 26, 2025