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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:

Portfolio Gain

1-Month Return▲ 0.22%
6-Month Return▲ 12.87%
12-Month Return▲ 38.16%
YTD Return▲ 0.22%
Total Return▲ 35.37%

Best Trade

Opened at
Closed at-
Gain▲ 154.94%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 8.63%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 5.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.15%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.94%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.20%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 3.55%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 0.22%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 8.63%
▲ 8.13%▲ 1.21%▼ 5.58%
▼ 13.14%▲ 2.34%▼ 3.49%
▲ 2.93%▲ 2.10%▲ 4.15%
▲ 9.99%▼ 0.89%▲ 0.94%
▲ 26.04%▲ 5.96%▲ 7.20%
▲ 5.93%▼ 2.41%▲ 3.55%
▲ 3.19%▲ 2.68%▲ 0.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
3.2%
▲ 0.02%
6
Buy
Dec 26, 2024
SPDR Dow Jones Industrial Average ETF Trust
4.2%
▲ 3.19%
4
Sell
Dec 25, 2024
Invesco DB US Dollar Index Bullish Fund
0.48%
▲ 3.05%
7
Sell
Dec 16, 2024
Vertiv Holdings
0.44%
▼ 9.03%
1
Open
Dec 16, 2024
Amphenol
0.46%
▼ 4.69%
1
Open
Dec 16, 2024
Broadcom
10.24%
▲ 48.62%
6
Buy
Dec 12, 2024
GE Vernova Inc.
0.53%
▲ 16.16%
1
Open
Dec 12, 2024
Nvidia
44.07%
▲ 41.85%
12
Sell
Dec 05, 2024
Fidelity Wise Origin Bitcoin Fund
2.47%
▲ 10.38%
2
Buy
Dec 02, 2024
HEICO
0.42%
▼ 11.34%
1
Open
Dec 02, 2024
Palo Alto Networks
0.84%
▼ 12.00%
4
Open
Nov 26, 2024
Microstrategy
1.88%
▲ 66.03%
3
Buy
Nov 21, 2024
Advanced Micro Devices
▼ 18.73%
5
Close
Nov 20, 2024
ASML Holding
▼ 25.13%
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
1.72%
▲ 3.91%
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
0.96%
▲ 20.42%
5
Buy
Oct 18, 2024