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Holding - New Portfolio

Jon Bakke

Holding
Individual Investor
Ranked #245,862 out of 833,195 TipRanks' Investors
Success Rate
56%
94 out of 169
profitable transactions
Average Return
19.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.36%
6-Month Return▲ 21.40%
12-Month Return▲ 27.24%
YTD Return▲ 30.04%
Total Return▲ 75.49%

Best Trade

Opened at
Closed at-
Gain▲ 196.72%

Bio

Performance

12.92%0-12.92%
▲ 11.63%
▲ 6.28%
▲ 12.92%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.86%
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%
▼ 5.10%
Nov 2025
▼ 1.96%
▼ 0.12%
▼ 0.15%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 12.92%
▲ 9.25%▲ 5.14%▲ 9.86%
▲ 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%▼ 5.10%
▼ 1.96%▼ 0.12%▼ 0.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
44.76%
▲ 79.26%
23
Sell
Oct 30, 2025
TSMC
5.96%
▲ 49.53%
6
Buy
Oct 30, 2025
SPDR Dow Jones Industrial Average ETF Trust
3.19%
▲ 9.76%
8
Sell
Oct 30, 2025
Micron
3.81%
▲ 102.88%
5
Buy
Oct 30, 2025
Broadcom
11.56%
▲ 78.87%
12
Buy
Oct 08, 2025
Tesla
4.13%
▲ 55.35%
6
Buy
Oct 08, 2025
Amphenol
0.99%
▲ 45.49%
5
Buy
Oct 08, 2025
BitMine Immersion Technologies
0.17%
▼ 47.01%
1
Open
Oct 07, 2025
Amazon
4.72%
▲ 20.01%
3
Buy
Sep 16, 2025
Alphabet Class C
0.01%
▲ 8.34%
5
Open
Sep 16, 2025
Microsoft
2.86%
▲ 9.59%
10
Buy
Sep 16, 2025
Invesco S&P 500 Top 50 ETF
0.01%
▲ 5.16%
3
Open
Sep 16, 2025
Meta Platforms
0.75%
▼ 11.30%
3
Buy
Sep 16, 2025
UnitedHealth
0.59%
▲ 0.84%
3
Buy
Sep 16, 2025
SoFi
0.9%
▲ 13.92%
2
Buy
Sep 16, 2025
Fidelity Ethereum Fund ETF
1.12%
▼ 24.24%
4
Buy
Sep 16, 2025
Vanguard S&P 500 ETF
0.01%
▲ 3.72%
1
Open
Sep 16, 2025
Netflix
0.95%
▼ 11.78%
4
Open
Sep 11, 2025
Advanced Micro Devices
1.34%
▼ 0.78%
8
Open
Sep 09, 2025
Strategy
0.69%
▼ 27.11%
4
Buy
Sep 09, 2025