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Holding - New Portfolio

Jon Bakke

Holding
Individual Investor
Ranked #193,521 out of 800,242 TipRanks' Investors
Success Rate
57%
46 out of 80
profitable transactions
Average Return
14.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 28.16%
6-Month Return▲ 6.92%
12-Month Return▲ 23.77%
YTD Return▲ 4.64%
Total Return▲ 41.23%

Best Trade

Opened at
Closed at-
Gain▲ 212.53%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.92%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.20%
Nov 2024
▲ 5.42%
▼ 2.41%
▲ 3.49%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 1.08%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.65%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.54%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 6.42%
Apr 2025
▲ 11.73%
▲ 6.91%
▲ 13.94%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.92%
▲ 25.97%▲ 5.96%▲ 7.20%
▲ 5.42%▼ 2.41%▲ 3.49%
▲ 6.01%▲ 2.69%▲ 1.08%
▼ 12.86%▼ 1.27%▼ 6.65%
▼ 1.80%▼ 5.57%▼ 8.54%
▲ 1.76%▼ 0.87%▲ 6.42%
▲ 11.73%▲ 6.91%▲ 13.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco DB US Dollar Index Bullish Fund
2.64%
▼ 2.34%
9
Buy
May 12, 2025
Vertiv Holdings
▼ 19.75%
2
Close
May 12, 2025
Broadcom
10.54%
▲ 52.41%
7
Buy
May 02, 2025
Salesforce
0.79%
▲ 2.32%
6
Buy
May 02, 2025
Deckers Outdoor
0.94%
▼ 10.37%
4
Sell
May 02, 2025
Microsoft
3.51%
▲ 9.77%
7
Buy
May 02, 2025
Nvidia
47%
▲ 49.98%
13
Buy
May 02, 2025
TSMC
5.2%
▲ 19.99%
4
Sell
May 02, 2025
Amphenol
0.55%
▲ 11.02%
2
Buy
May 02, 2025
SPDR Dow Jones Industrial Average ETF Trust
3.98%
▼ 1.37%
4
Sell
Dec 25, 2024
GE Vernova Inc.
0.63%
▲ 36.62%
1
Open
Dec 12, 2024
Fidelity Wise Origin Bitcoin Fund
2.5%
▲ 12.55%
2
Buy
Dec 02, 2024
HEICO
0.49%
▲ 3.19%
1
Open
Dec 02, 2024
Palo Alto Networks
0.87%
▼ 10.22%
4
Open
Nov 26, 2024
Strategy
2.26%
▲ 103.54%
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
1.64%
▲ 0.60%
1
Open
Nov 20, 2024