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Holding - New Portfolio

Jon Bakke

Holding
Individual Investor
Ranked #332,557 out of 789,703 TipRanks' Investors
Success Rate
52%
38 out of 73
profitable transactions
Average Return
6.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.25%
6-Month Return▲ 15.97%
12-Month Return▲ 15.20%
YTD Return▼ 5.97%
Total Return▲ 27.37%

Best Trade

Opened at
Closed at-
Gain▲ 104.74%

Bio

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▼ 5.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.15%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 0.92%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.20%
Nov 2024
▲ 5.96%
▼ 2.41%
▲ 3.87%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 0.72%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.65%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 5.58%
▼ 13.14%▲ 2.34%▼ 3.49%
▲ 2.93%▲ 2.10%▲ 4.15%
▲ 10.01%▼ 0.89%▲ 0.92%
▲ 26.01%▲ 5.96%▲ 7.20%
▲ 5.96%▼ 2.41%▲ 3.87%
▲ 5.25%▲ 2.69%▲ 0.72%
▼ 12.86%▼ 1.27%▼ 6.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
3.27%
▼ 4.13%
6
Buy
Dec 26, 2024
SPDR Dow Jones Industrial Average ETF Trust
4.41%
▲ 0.94%
4
Sell
Dec 25, 2024
Invesco DB US Dollar Index Bullish Fund
0.51%
▲ 3.05%
7
Sell
Dec 16, 2024
Vertiv Holdings
0.38%
▼ 24.45%
1
Open
Dec 16, 2024
Amphenol
0.46%
▼ 11.42%
1
Open
Dec 16, 2024
Broadcom
9.74%
▲ 37.44%
6
Buy
Dec 12, 2024
GE Vernova Inc.
0.51%
▲ 1.67%
1
Open
Dec 12, 2024
Nvidia
47.18%
▲ 42.16%
12
Sell
Dec 05, 2024
Fidelity Wise Origin Bitcoin Fund
2.13%
▼ 11.54%
2
Buy
Dec 02, 2024
HEICO
0.5%
▼ 1.44%
1
Open
Dec 02, 2024
Palo Alto Networks
0.92%
▼ 11.24%
4
Open
Nov 26, 2024
Strategy
1.49%
▲ 24.70%
3
Buy
Nov 21, 2024
Advanced Micro Devices
▼ 18.73%
5
Close
Nov 20, 2024
ASML Holding
▼ 24.98%
3
Close
Nov 20, 2024
Monolithic Power
▼ 30.89%
3
Close
Nov 20, 2024
Lam Research
▼ 22.96%
2
Close
Nov 20, 2024
Invesco S&P 500 Top 50 ETF
1.78%
▲ 1.16%
1
Open
Nov 20, 2024
GigaCloud Technology, Inc. Class A
▼ 25.44%
4
Close
Nov 11, 2024
Super Micro Computer
▼ 39.60%
4
Close
Oct 31, 2024
Salesforce
0.88%
▲ 4.39%
5
Buy
Oct 18, 2024