tiprankstipranks

New Portfolio - New Portfolio

Philip Kreg

New Portfolio
Individual Investor
Ranked #411,238 out of 790,764 TipRanks' Investors
Success Rate
35%
45 out of 130
profitable transactions
Average Return
11.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 18.41%
6-Month Return▲ 6.01%
12-Month Return▲ 14.63%
YTD Return▼ 11.36%
Total Return▲ 92.93%

Best Trade

Opened at
Closed at-
Gain▲ 795.22%

Bio

Retirement Portfolio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 6.69%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.30%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.69%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 11.97%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 0.61%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.15%
Feb 2025
▲ 9.96%
▼ 3.07%
▼ 8.76%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 6.69%
▲ 2.93%▲ 2.10%▲ 4.30%
▲ 10.00%▼ 0.89%▼ 1.69%
▲ 26.01%▲ 5.96%▲ 11.97%
▲ 5.96%▼ 2.41%▼ 0.61%
▲ 5.25%▲ 2.69%▲ 4.64%
▼ 12.86%▼ 1.27%▼ 7.15%
▲ 9.96%▼ 3.07%▼ 8.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Costco
1.02%
▲ 9.21%
3
Open
Mar 07, 2025
Palantir Technologies
1.27%
▲ 126.05%
5
Sell
Mar 07, 2025
Rolls-Royce
2.19%
▲ 42.74%
3
Buy
Mar 07, 2025
Spotify Technology SA
1.97%
▲ 11.64%
2
Buy
Mar 07, 2025
American Airlines
▼ 23.80%
3
Close
Mar 07, 2025
Alaska Air
0.8%
0.00%
1
Open
Mar 07, 2025
Rheinmetall
1.5%
▼ 6.36%
1
Open
Mar 05, 2025
Fortinet
1.34%
▼ 0.84%
4
Open
Feb 25, 2025
Electromed
▼ 19.03%
2
Close
Feb 25, 2025
Amazon
1.93%
▼ 10.65%
6
Buy
Feb 14, 2025
Nvidia
2.98%
▲ 250.69%
6
Buy
Feb 14, 2025
TSMC
0.81%
▲ 11.11%
4
Buy
Feb 14, 2025
Arista Networks
1.69%
▼ 19.85%
2
Buy
Feb 14, 2025
Argan
▼ 8.05%
2
Close
Feb 14, 2025
Boeing
1.36%
▼ 15.05%
2
Sell
Feb 14, 2025
Belden
▼ 4.90%
2
Close
Feb 11, 2025
Trade Desk
▼ 3.29%
3
Close
Feb 11, 2025
Textron
▼ 4.04%
2
Close
Feb 07, 2025
United Airlines Holdings
0.95%
▼ 21.75%
2
Buy
Feb 07, 2025
Brinker International
1.25%
▼ 17.84%
1
Open
Feb 07, 2025