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New Portfolio - New Portfolio

Philip Kreg

New Portfolio
Individual Investor
Ranked #259,518 out of 832,562 TipRanks' Investors
Success Rate
49%
88 out of 179
profitable transactions
Average Return
28.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.13%
6-Month Return▲ 22.30%
12-Month Return▲ 42.43%
YTD Return▲ 45.93%
Total Return▲ 209.85%

Best Trade

Opened at
Closed at-
Gain▲ 1300.80%

Bio

Retirement Portfolio

Performance

18.03%0-18.03%
▲ 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
▼ 3.57%
▲ 0.19%
▼ 7.30%
Nov 2025
▼ 1.55%
▼ 0.66%
▼ 2.02%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.57%▲ 0.19%▼ 7.30%
▼ 1.55%▼ 0.66%▼ 2.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Argan
3.14%
▼ 0.57%
4
Buy
Nov 05, 2025
Kratos Defense
▲ 31.36%
3
Close
Nov 05, 2025
Karman Holdings Inc.
2.76%
▼ 14.64%
1
Open
Nov 05, 2025
Ciena
3.23%
▲ 10.40%
1
Open
Nov 05, 2025
Amphenol
5.37%
▲ 101.27%
3
Buy
Oct 28, 2025
TSMC
3.07%
▲ 35.73%
5
Buy
Oct 28, 2025
GE Aerospace
4.62%
▲ 42.46%
4
Buy
Oct 28, 2025
Rolls-Royce
2.8%
▲ 66.45%
5
Sell
Oct 28, 2025
GE Vernova Inc.
▲ 55.21%
3
Close
Oct 28, 2025
Arista Networks
1.88%
▲ 21.05%
3
Sell
Oct 28, 2025
Rocket Lab USA
1.18%
▲ 135.53%
4
Sell
Oct 28, 2025
Celestica
7.36%
▲ 101.75%
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%
▲ 5.79%
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