New Portfolio - New Portfolio

Philip Kreg

New Portfolio
Individual Investor
Ranked #203,731 out of 766,394 TipRanks' Investors
Success Rate
51%
50 out of 99
profitable transactions
Average Return
22.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.10%
6-Month Return▲ 32.74%
12-Month Return▲ 69.04%
YTD Return▲ 53.39%
Total Return▲ 119.16%

Best Trade

Opened at
Closed at-
Gain▲ 1053.86%

Bio

Retirement Portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.21%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.22%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.03%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.69%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.30%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.72%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 10.97%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.21%
▲ 11.46%▲ 5.06%▲ 3.86%
▼ 2.25%▲ 3.53%▲ 3.22%
▲ 25.72%▲ 1.21%▲ 2.03%
▼ 4.22%▲ 2.34%▲ 6.69%
▲ 7.82%▲ 2.10%▲ 4.30%
▲ 6.02%▼ 0.89%▼ 0.72%
▲ 22.71%▲ 5.30%▲ 10.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
0.92%
▲ 41.21%
3
Buy
Nov 07, 2024
Nvidia
3.64%
▲ 525.72%
4
Buy
Nov 07, 2024
Palantir Technologies
1.72%
▲ 69.89%
4
Buy
Nov 07, 2024
Porsche Automobil Holding
0.01%
▼ 10.39%
3
Open
Nov 07, 2024
Vanguard Total Stock Market Index Fd Admiral Shs
62.52%
▲ 3.25%
2
Buy
Nov 07, 2024
Amazon
1.03%
▼ 8.64%
5
Open
Nov 05, 2024
Taiwan Semiconductor Manufacturing
0.42%
▲ 27.46%
3
Open
Nov 05, 2024
Eli Lilly & Co
▲ 78.91%
2
Close
Nov 05, 2024
Caterpillar
▲ 47.65%
2
Close
Nov 05, 2024
DR Horton
▼ 10.44%
2
Close
Nov 05, 2024
Leidos Holdings
1.24%
▲ 5.96%
1
Open
Nov 05, 2024
Arista Networks
1.04%
▼ 1.93%
1
Open
Nov 05, 2024
Belden
0.91%
▲ 6.84%
1
Open
Nov 05, 2024
EMCOR Group
1.89%
▲ 9.39%
1
Open
Nov 05, 2024
Eaton
2.02%
▲ 10.21%
1
Open
Nov 05, 2024
FTAI Aviation
2.64%
▲ 18.36%
1
Open
Nov 05, 2024
Green Brick Partners
0.85%
▼ 0.17%
1
Open
Nov 05, 2024
Howmet Aerospace
1.12%
▲ 12.34%
1
Open
Nov 05, 2024
StepStone Group
1.39%
▲ 15.96%
1
Open
Nov 05, 2024
Trade Desk
0.54%
▲ 7.84%
1
Open
Nov 05, 2024