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Van Bakel - New Portfolio

PerformancePortfolio Details

Wilbert van Bakel

Van Bakel
Individual Investor
Ranked #9,985 out of 781,348 TipRanks' Investors
Success Rate
75%
61 out of 81
profitable transactions
Average Return
87.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.30%
6-Month Return▲ 6.61%
12-Month Return▲ 16.56%
YTD Return▲ 1.76%
Total Return▲ 23.38%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at
Gain▲ 859.32%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 6.38%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.42%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.08%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.04%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.45%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.90%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.76%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 6.38%
▲ 8.13%▲ 1.21%▼ 1.42%
▼ 13.14%▲ 2.34%▲ 2.58%
▲ 2.93%▲ 2.10%▲ 2.08%
▲ 10.00%▼ 0.89%▼ 0.04%
▲ 26.04%▲ 5.96%▲ 6.45%
▲ 5.93%▼ 2.41%▼ 3.90%
▲ 6.90%▲ 1.96%▲ 1.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DIS
Walt Disney
0.65%
▲ 13.46%
4
Buy
Jan 17, 2025
NVDA
Nvidia
8.29%
▲ 603.80%
8
Buy
Dec 27, 2024
SCHG
Schwab U.S. Large-Cap Growth ETF
5.59%
▲ 54.33%
11
Buy
Dec 17, 2024
SCHD
Schwab US Dividend Equity ETF
41.17%
▲ 11.85%
10
Buy
Dec 17, 2024
MSFT
Microsoft
3.86%
▲ 53.94%
9
Buy
Dec 13, 2024
AMZN
Amazon
1.36%
▲ 95.10%
3
Buy
Nov 19, 2024
AAPL
Apple
23.55%
▲ 45.29%
9
Buy
Nov 19, 2024
SCHQ
Schwab Long-Term U.S. Treasury ETF
―
▲ 32.18%
2
Close
Nov 19, 2024
FHAEX
Fidelity Freedom Blend 2030 Fund Class K
―
▼ 89.57%
2
Sell
Nov 19, 2024
NYT
New York Times
0.48%
▲ 58.14%
7
Buy
Oct 25, 2024
SNOW
Snowflake
―
▼ 8.72%
2
Close
Jul 13, 2024
UPST
Upstart Holdings
―
▼ 20.53%
2
Sell
Jul 09, 2024
DOCS
Doximity
―
▼ 23.75%
2
Sell
Jun 10, 2024
ZM
Zoom Video Communications
―
▼ 46.33%
2
Sell
Jun 10, 2024
ROKU
Roku
―
▼ 26.26%
2
Sell
Jun 10, 2024
TEAM
Atlassian
―
▼ 18.51%
2
Close
Jun 10, 2024
CHWY
Chewy
―
▼ 36.82%
2
Close
Jun 10, 2024
VEEV
Veeva Systems
―
▼ 14.74%
2
Sell
Jun 10, 2024
PAYC
Paycom
―
▼ 51.11%
5
Sell
Jun 10, 2024
SHOP
Shopify
―
▲ 253.26%
4
Sell
Jan 19, 2024