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New Portfolio - New Portfolio

Philip Kreg

New Portfolio
Individual Investor
Ranked #260,945 out of 829,598 TipRanks' Investors
Success Rate
49%
87 out of 179
profitable transactions
Average Return
27.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.12%
6-Month Return▲ 26.21%
12-Month Return▲ 44.79%
YTD Return▲ 44.39%
Total Return▲ 206.57%

Best Trade

Opened at
Closed at-
Gain▲ 1350.42%

Bio

Retirement Portfolio

Performance

18.03%0-18.03%
▲ 0.80%
▼ 0.87%
▲ 7.96%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 18.03%
May 2025
▲ 9.25%
▲ 5.14%
▲ 11.32%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.06%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.58%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.82%
Oct 2025
▼ 5.03%
▼ 1.95%
▼ 10.14%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 7.96%
▲ 11.63%▲ 6.28%▲ 18.03%
▲ 9.25%▲ 5.14%▲ 11.32%
▲ 7.60%▲ 2.30%▲ 6.06%
▲ 2.76%▲ 2.05%▲ 0.50%
▲ 12.88%▲ 3.56%▲ 8.58%
▲ 10.96%▲ 2.38%▲ 8.82%
▼ 5.03%▼ 1.95%▼ 10.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Argan
3.68%
▲ 11.20%
4
Buy
Nov 05, 2025
Kratos Defense
▲ 31.36%
3
Close
Nov 05, 2025
Karman Holdings Inc.
2.62%
▼ 19.85%
1
Open
Nov 05, 2025
Ciena
2.91%
▼ 0.57%
1
Open
Nov 05, 2025
Amphenol
5.67%
▲ 113.63%
3
Buy
Oct 28, 2025
TSMC
3.02%
▲ 34.49%
5
Buy
Oct 28, 2025
GE Aerospace
4.48%
▲ 40.62%
4
Buy
Oct 28, 2025
Rolls-Royce
2.57%
▲ 50.34%
5
Sell
Oct 28, 2025
GE Vernova Inc.
▲ 55.21%
3
Close
Oct 28, 2025
Arista Networks
1.86%
▲ 17.47%
3
Sell
Oct 28, 2025
Rocket Lab USA
0.9%
▲ 80.44%
4
Sell
Oct 28, 2025
Celestica
7.93%
▲ 114.77%
2
Buy
Oct 28, 2025
Boeing
▲ 3.25%
6
Close
Oct 28, 2025
Brinker International
▼ 27.78%
2
Close
Oct 28, 2025
iShares Russell Top 200 Growth ETF
3.5%
▲ 5.68%
2
Buy
Oct 28, 2025
SPDR S&P 500 ETF Trust
▲ 15.37%
4
Close
Oct 28, 2025
HEICO
▲ 16.72%
2
Close
Oct 28, 2025
CoreWeave
▲ 16.06%
2
Close
Oct 28, 2025
Cadence Design
▼ 5.24%
2
Close
Oct 28, 2025
Elbit Systems
▼ 1.85%
2
Close
Oct 28, 2025