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New Portfolio - New Portfolio

Philip Kreg

New Portfolio
Individual Investor
Ranked #378,495 out of 798,480 TipRanks' Investors
Success Rate
38%
54 out of 142
profitable transactions
Average Return
14.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.83%
6-Month Return▲ 0.21%
12-Month Return▲ 30.54%
YTD Return▲ 0.17%
Total Return▲ 115.95%

Best Trade

Opened at
Closed at-
Gain▲ 830.01%

Bio

Retirement Portfolio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.81%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 11.87%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.34%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 6.32%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.85%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.88%
Mar 2025
▲ 1.74%
▼ 0.87%
▲ 7.38%
Apr 2025
▼ 1.48%
▲ 1.19%
▲ 4.56%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.81%
▲ 25.97%▲ 5.96%▲ 11.87%
▲ 5.39%▼ 2.41%▼ 1.34%
▲ 6.00%▲ 2.69%▲ 6.32%
▼ 12.86%▼ 1.27%▼ 5.85%
▼ 1.80%▼ 5.57%▼ 10.88%
▲ 1.74%▼ 0.87%▲ 7.38%
▼ 1.48%▲ 1.19%▲ 4.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
1.74%
▲ 138.83%
6
Buy
Apr 24, 2025
AppLovin
4.24%
▲ 48.50%
2
Buy
Apr 24, 2025
Rocket Lab USA
2.01%
▼ 5.25%
2
Buy
Apr 24, 2025
Royal Caribbean
▼ 13.07%
2
Close
Apr 24, 2025
Cloudflare
1.65%
▼ 12.29%
2
Buy
Apr 24, 2025
Vertex Pharmaceuticals
▼ 3.77%
3
Close
Apr 24, 2025
Fortinet
▼ 1.30%
5
Close
Mar 24, 2025
Tesla
0.5%
▲ 37.95%
6
Open
Mar 24, 2025
Ferrari
▼ 7.11%
5
Close
Mar 24, 2025
GE Aerospace
1.89%
▲ 43.27%
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%
▲ 0.11%
1
Open
Mar 24, 2025
Costco
1.09%
▲ 6.83%
3
Open
Mar 07, 2025
Rolls-Royce
2.22%
▲ 28.06%
3
Buy
Mar 07, 2025