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New Portfolio - New Portfolio

Philip Kreg

New Portfolio
Individual Investor
Ranked #366,416 out of 796,015 TipRanks' Investors
Success Rate
34%
47 out of 138
profitable transactions
Average Return
10.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.38%
6-Month Return▼ 8.90%
12-Month Return▲ 15.87%
YTD Return▼ 12.78%
Total Return▲ 87.91%

Best Trade

Opened at
Closed at-
Gain▲ 791.40%

Bio

Retirement Portfolio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 4.30%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.80%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 11.97%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 1.50%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 6.23%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.48%
Mar 2025
▼ 6.04%
▼ 3.89%
▼ 0.11%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 4.30%
▲ 10.00%▼ 0.89%▼ 1.80%
▲ 25.98%▲ 5.96%▲ 11.97%
▲ 5.34%▼ 2.41%▼ 1.50%
▲ 5.99%▲ 2.69%▲ 6.23%
▼ 12.86%▼ 1.27%▼ 7.15%
▼ 1.80%▼ 5.57%▼ 11.48%
▼ 6.04%▼ 3.89%▼ 0.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vertex Pharmaceuticals
2.41%
▼ 2.20%
2
Sell
Mar 28, 2025
Fortinet
▼ 1.30%
5
Close
Mar 24, 2025
Tesla
0.49%
▲ 35.30%
6
Open
Mar 24, 2025
Ferrari
▼ 7.11%
5
Close
Mar 24, 2025
GE Aerospace
1.79%
▲ 37.50%
3
Open
Mar 24, 2025
StepStone Group
▼ 4.68%
2
Close
Mar 24, 2025
United Airlines Holdings
▼ 24.26%
3
Close
Mar 24, 2025
Boeing
▼ 0.33%
3
Close
Mar 24, 2025
Shift4 Payments
▼ 27.17%
2
Close
Mar 24, 2025
Globus Medical
▼ 13.19%
2
Close
Mar 24, 2025
Vertiv Holdings
▼ 22.78%
2
Close
Mar 24, 2025
Alaska Air
▼ 10.72%
2
Close
Mar 24, 2025
HEICO
1.21%
▼ 6.32%
1
Open
Mar 24, 2025
Costco
1.13%
▲ 5.26%
3
Open
Mar 07, 2025
Palantir Technologies
1.61%
▲ 156.77%
5
Sell
Mar 07, 2025
Rolls-Royce
2.24%
▲ 20.26%
3
Buy
Mar 07, 2025
Spotify
2.31%
▲ 13.83%
2
Buy
Mar 07, 2025
American Airlines
▼ 23.80%
3
Close
Mar 07, 2025
Rheinmetall
2.28%
▲ 30.75%
1
Open
Mar 05, 2025
Electromed
▼ 19.03%
2
Close
Feb 25, 2025