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Holding - New Portfolio

Jon Bakke

Holding
Individual Investor
Ranked #163,434 out of 775,923 TipRanks' Investors
Success Rate
60%
43 out of 72
profitable transactions
Average Return
16.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.45%
6-Month Return▲ 7.78%
12-Month Return-
YTD Return▲ 38.09%
Total Return▲ 38.09%

Best Trade

Opened at
Closed at-
Gain▲ 173.01%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 13.14%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.63%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 5.58%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.15%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.28%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.20%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 5.35%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 13.14%
▼ 2.25%▲ 3.53%▲ 8.63%
▲ 25.71%▲ 1.21%▼ 5.58%
▼ 4.22%▲ 2.34%▼ 3.49%
▲ 7.82%▲ 2.10%▲ 4.15%
▲ 5.38%▼ 0.89%▲ 1.28%
▲ 43.22%▲ 5.96%▲ 7.20%
▲ 3.34%▼ 1.56%▲ 5.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR Dow Jones Industrial Average ETF Trust
4.05%
▼ 1.51%
3
Buy
Dec 17, 2024
Invesco DB US Dollar Index Bullish Fund
0.48%
▲ 2.32%
7
Sell
Dec 16, 2024
Vertiv Holdings
0.44%
▼ 4.71%
1
Open
Dec 16, 2024
Amphenol
0.44%
▼ 6.12%
1
Open
Dec 16, 2024
Broadcom
9.8%
▲ 46.95%
6
Buy
Dec 12, 2024
GE Vernova Inc.
0.47%
▲ 3.94%
1
Open
Dec 12, 2024
Nvidia
46.26%
▲ 53.29%
12
Sell
Dec 05, 2024
Fidelity Wise Origin Bitcoin Fund
2.21%
▲ 1.34%
2
Buy
Dec 02, 2024
HEICO
0.41%
▼ 10.83%
1
Open
Dec 02, 2024
Palo Alto Networks
0.82%
▼ 12.16%
4
Open
Nov 26, 2024
Microstrategy
1.94%
▲ 77.80%
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
1.65%
▲ 2.93%
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
0.92%
▲ 20.44%
5
Buy
Oct 18, 2024
Microsoft
3.27%
▲ 7.08%
5
Buy
Oct 18, 2024