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Holding - New Portfolio

Jon Bakke

Holding
Individual Investor
Ranked #241,066 out of 849,653 TipRanks' Investors
Success Rate
56%
102 out of 182
profitable transactions
Average Return
22.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.20%
6-Month Return▲ 13.51%
12-Month Return▲ 27.63%
YTD Return▲ 3.52%
Total Return▲ 81.06%

Best Trade

Opened at
Closed at-
Gain▲ 230.63%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 5.08%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.24%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 3.52%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▼ 5.08%
▼ 0.10%▲ 0.08%▼ 0.24%
▲ 3.05%▲ 1.43%▲ 3.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
11.51%
▲ 77.43%
13
Buy
Dec 26, 2025
Microsoft
2.62%
▲ 2.67%
11
Buy
Dec 26, 2025
Nvidia
44.38%
▲ 79.35%
24
Buy
Dec 26, 2025
TSMC
6.81%
▲ 66.50%
7
Buy
Dec 26, 2025
Strategy
0.7%
▼ 16.67%
5
Buy
Dec 26, 2025
Tesla
3.62%
▲ 33.05%
7
Buy
Dec 26, 2025
GE Vernova Inc.
2.02%
▲ 34.99%
7
Buy
Dec 26, 2025
Chevron
0.16%
▲ 13.39%
3
Buy
Dec 26, 2025
UnitedHealth
0.58%
▲ 1.40%
4
Buy
Dec 26, 2025
Netflix
0.86%
▼ 11.88%
5
Buy
Dec 26, 2025
Micron
5.02%
▲ 151.96%
6
Buy
Dec 26, 2025
Fidelity Ethereum Fund ETF
1.19%
▼ 10.88%
5
Buy
Dec 26, 2025
Oracle
0.01%
▼ 3.23%
1
Open
Dec 26, 2025
SPDR Dow Jones Industrial Average ETF Trust
3.15%
▲ 12.60%
8
Sell
Oct 30, 2025
Amphenol
1.08%
▲ 66.03%
5
Buy
Oct 08, 2025
BitMine Immersion Technologies
0.16%
▼ 47.35%
1
Open
Oct 07, 2025
Amazon
4.78%
▲ 26.22%
3
Buy
Sep 16, 2025
Alphabet Class C
0.01%
▲ 11.22%
5
Open
Sep 16, 2025
Invesco S&P 500 Top 50 ETF
0.01%
▲ 4.98%
3
Open
Sep 16, 2025
Meta Platforms
0.68%
▼ 16.49%
3
Buy
Sep 16, 2025