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New Portfolio - New Portfolio

Phillip Kiehl

New Portfolio
Individual Investor
Ranked #8,730 out of 815,805 TipRanks' Investors
Success Rate
61%
49 out of 81
profitable transactions
Average Return
175.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.72%
6-Month Return▲ 22.21%
12-Month Return▲ 52.93%
YTD Return▲ 18.87%
Total Return▲ 132.10%

Best Trade

Opened at
Closed at-
Gain▲ 4785.30%

Bio

This portfolio is focused on tech and consumer services. There are both large cap and small cap. My Mutual Fund is from my 401K with my work. My employer does not offer individual stocks. Nevertheless, this Mutual Fund is near the top in its category

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 7.84%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.80%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.81%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.49%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.73%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.20%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 9.82%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 1.04%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 7.84%
▼ 12.86%▼ 1.27%▼ 9.80%
▼ 1.80%▼ 5.57%▼ 12.81%
▲ 1.84%▼ 0.87%▲ 4.49%
▲ 12.20%▲ 6.28%▲ 11.73%
▲ 6.24%▲ 5.14%▲ 8.20%
▲ 27.88%▲ 2.30%▲ 9.82%
▲ 6.52%▲ 2.30%▲ 1.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
4.45%
▼ 71.00%
4
Open
Aug 28, 2025
Nutanix
▼ 12.04%
2
Close
Aug 28, 2025
Direxion Daily Cloud Computing Bull 2X Shares
▲ 21.81%
2
Close
Jul 22, 2025
SPDR S&P Midcap 400 ETF Trust
▲ 0.70%
2
Close
Jul 22, 2025
iShares Core S&P 500 ETF
0%
▲ 4.10%
1
Open
Jul 11, 2025
Block
▼ 40.08%
7
Close
May 09, 2025
Chipotle
▲ 37.20%
2
Close
May 09, 2025
IShares Bitcoin Trust Registered
▼ 14.94%
2
Close
Mar 18, 2025
Twilio
1.09%
▼ 47.60%
7
Open
Dec 26, 2024
Microchip
0.02%
▲ 14.09%
1
Open
Dec 26, 2024
Nvidia
▼ 1.24%
2
Close
Nov 22, 2024
Nvidia
29.65%
▲ 2,185.54%
5
Buy
Jun 18, 2024
Plug Power
▼ 92.93%
2
Close
Jan 22, 2024
Enthusiast Gaming Holdings
0.01%
▼ 96.22%
4
Sell
Jan 22, 2024
Fidelity Growth Company Fund Retail Class
31.34%
▲ 52.23%
4
Buy
Jan 18, 2024
Netflix
6.5%
▲ 244.07%
4
Sell
Jan 18, 2024
Shopify
9.72%
▲ 293.58%
5
Buy
May 23, 2023
Tesla
4.46%
▲ 80.56%
2
Buy
Aug 26, 2022
BNY Mellon Small/Mid Cap Growth Fund Class I
▲ 62.41%
6
Close
Nov 24, 2021
Qorvo
▲ 57.12%
2
Close
Nov 10, 2021