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Holding - New Portfolio

Jon Bakke

Holding
Individual Investor
Ranked #170,761 out of 783,619 TipRanks' Investors
Success Rate
62%
45 out of 73
profitable transactions
Average Return
14.85%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
44.28% NVDA
9.91% AVGO
7.99% TSM
6.69% AMZN
5.36% NOW
25.77% Others
By Assets
91.05% Stocks
8.95% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
77.69% Technology
11.96% Consumer Cyclical
9.49% General
0.86% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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va2sgrb1fxi
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p7oyeyyebq
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f1pwk4faod
r408ck36tpr
r408ck36tpr
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AAPL
Apple
$237.59
$1.77
(0.74%)
Pre
3.89%
premium
18 Buy
8 Hold
4 Sell
Moderate Buy
premium
$3.57T
27.29%
AMZN
Amazon
$234.64
$2.43
(1.03%)
Pre
0.93%
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.47T
49.10%
AVGO
Broadcom
$215.66
$9.31
(4.51%)
Pre
1.34%
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.01T
70.80%
CRM
Salesforce
$343.57
$10.43
(2.95%)
Pre
1.44%
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$328.80B
22.23%
DECK
Deckers Outdoor
$223.11
$4.21
(1.92%)
Pre
13.05%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$33.90B
77.61%
MSFT
Microsoft
$414.99
$27.34
(6.18%)
Pre
0.89%
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
8.26%
NOW
ServiceNow
$1012.75
$130.88
(11.44%)
Pre
1.28%
premium
27 Buy
3 Hold
1 Sell
Strong Buy
premium
$208.63B
32.32%
NVDA
Nvidia
$124.65
$0.95
(0.77%)
Pre
1.51%
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
97.06%
PANW
Palo Alto Networks
$187.42
$2
(1.08%)
Pre
0.92%
premium
29 Buy
6 Hold
2 Sell
Moderate Buy
premium
$122.99B
7.21%
CRWD
CrowdStrike Holdings
$396.87
$0.2
(0.05%)
Pre
0.54%
premium
29 Buy
4 Hold
0 Sell
Strong Buy
premium
$97.75B
31.76%
TSM
TSMC
$208.15
$5.82
(2.88%)
Pre
0.69%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$893.92B
74.33%
MSTR
Microstrategy
$340.09
$1.16
(0.34%)
Pre
0.27%
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$85.46B
578.54%
TSLA
Tesla
$400.28
$11.18
(2.87%)
Pre
0.21%
premium
12 Buy
12 Hold
9 Sell
Hold
premium
$1.28T
107.75%
UUP
UUP
< ETF >
Invesco DB US Dollar Index Bullish Fund
$29.39
$0
(0%)
Pre
0.24%
premium
premium
$400.40M
5.87%
DIA
DIA
< ETF >
SPDR Dow Jones Industrial Average ETF Trust
$448.82
$1.64
(0.37%)
Pre
0.4%
premium
451 Buy
159 Hold
18 Sell
Moderate Buy
premium
$38.23B
17.26%
FBTC
FBTC
< ETF >
Fidelity Wise Origin Bitcoin Fund
$91.71
$0.62
(0.68%)
Pre
0.16%
premium
premium
$21.55B
138.89%
XLG
XLG
< ETF >
Invesco S&P 500 Top 50 ETF
$50.97
$0.08
(0.16%)
Pre
0.55%
premium
787 Buy
273 Hold
29 Sell
Moderate Buy
premium
$8.36B
31.30%
HEI
HEICO
$238.11
$3.96
(1.69%)
Pre
0.05%
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$28.96B
32.58%
GEV
GE Vernova Inc.
$382.94
$29.69
(8.4%)
Pre
1.84%
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$105.56B
VRT
Vertiv Holdings
$114.60
$4.14
(3.75%)
Pre
2.82%
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$43.01B
94.95%
APH
Amphenol
$71.66
$2.28
(3.29%)
Pre
0.47%
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$86.39B
35.01%