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Van Bakel - New Portfolio

Wilbert van Bakel

Van Bakel
Individual Investor
Ranked #9,969 out of 775,923 TipRanks' Investors
Success Rate
73%
58 out of 79
profitable transactions
Average Return
89.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.41%
6-Month Return▲ 8.65%
12-Month Return▲ 19.91%
YTD Return▲ 19.62%
Total Return▲ 23.76%

Best Trade

Opened at
Closed at
Gain▲ 859.32%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.22%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.38%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 1.42%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.08%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.03%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.45%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.91%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.22%
▼ 2.25%▲ 3.53%▲ 6.38%
▲ 25.71%▲ 1.21%▼ 1.42%
▼ 4.22%▲ 2.34%▲ 2.58%
▲ 7.82%▲ 2.10%▲ 2.08%
▲ 5.38%▼ 0.89%▼ 0.03%
▲ 43.22%▲ 5.96%▲ 6.45%
▲ 3.34%▼ 1.56%▼ 1.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab U.S. Large-Cap Growth ETF
5.4%
▲ 54.14%
11
Buy
Dec 17, 2024
Schwab US Dividend Equity ETF
38.71%
▲ 10.97%
10
Buy
Dec 17, 2024
Microsoft
3.82%
▲ 54.56%
9
Buy
Dec 13, 2024
Amazon
1.29%
▲ 92.49%
3
Buy
Nov 19, 2024
Nvidia
7.71%
▲ 697.08%
7
Buy
Nov 19, 2024
Apple
26.17%
▲ 48.12%
9
Buy
Nov 19, 2024
Schwab Long-Term U.S. Treasury ETF
▲ 32.18%
2
Close
Nov 19, 2024
Fidelity Freedom Blend 2030 Fund Class K
▼ 89.57%
2
Sell
Nov 19, 2024
New York Times
0.46%
▲ 59.01%
7
Buy
Oct 25, 2024
Walt Disney
0.65%
▲ 17.76%
3
Buy
Aug 07, 2024
Snowflake
▼ 8.72%
2
Close
Jul 13, 2024
Upstart Holdings
▼ 20.53%
2
Sell
Jul 09, 2024
Doximity
▼ 23.75%
2
Sell
Jun 10, 2024
Zoom Video Communications
▼ 46.33%
2
Sell
Jun 10, 2024
Roku
▼ 26.26%
2
Sell
Jun 10, 2024
Atlassian
▼ 18.51%
2
Close
Jun 10, 2024
Chewy
▼ 36.82%
2
Close
Jun 10, 2024
Veeva Systems
▼ 14.74%
2
Sell
Jun 10, 2024
Paycom
▼ 51.11%
5
Sell
Jun 10, 2024
Shopify
▲ 253.26%
4
Sell
Jan 19, 2024