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New Portfolio - New Portfolio

Philip Kreg

New Portfolio
Individual Investor
Ranked #276,733 out of 804,570 TipRanks' Investors
Success Rate
46%
68 out of 148
profitable transactions
Average Return
22.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.03%
6-Month Return▲ 18.33%
12-Month Return▲ 45.52%
YTD Return▲ 19.57%
Total Return▲ 153.87%

Best Trade

Opened at
Closed at-
Gain▲ 1042.94%

Bio

Retirement Portfolio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 11.41%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 1.26%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.81%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.32%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 8.13%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 17.99%
May 2025
▲ 4.35%
▲ 1.13%
▲ 4.19%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 11.41%
▲ 5.10%▼ 2.41%▼ 1.26%
▲ 6.03%▲ 2.69%▲ 6.48%
▼ 12.86%▼ 1.27%▼ 5.81%
▼ 1.80%▼ 5.57%▼ 10.32%
▲ 1.83%▼ 0.87%▲ 8.13%
▲ 12.21%▲ 6.28%▲ 17.99%
▲ 4.35%▲ 1.13%▲ 4.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intapp
▼ 21.79%
2
Close
Jun 03, 2025
Indra Sistemas
1.39%
▼ 4.62%
1
Open
Jun 03, 2025
Advanced Micro Devices
2.17%
▲ 46.31%
4
Open
May 28, 2025
Boeing
0.94%
▼ 0.84%
4
Open
May 28, 2025
SPDR S&P 500 ETF Trust
36.23%
▼ 0.49%
2
Sell
May 28, 2025
CoreWeave, Inc. Class A
4.48%
▲ 58.05%
1
Open
May 28, 2025
Leonardo Drs
2.08%
▲ 3.95%
1
Open
May 28, 2025
Marubeni
2.01%
▼ 0.30%
1
Open
May 28, 2025
Palantir Technologies
1.89%
▲ 190.84%
6
Buy
Apr 24, 2025
AppLovin
3.96%
▲ 58.89%
2
Buy
Apr 24, 2025
Rocket Lab USA
2.36%
▲ 27.69%
2
Buy
Apr 24, 2025
Royal Caribbean
▼ 13.07%
2
Close
Apr 24, 2025
Cloudflare
2.12%
▲ 29.21%
2
Buy
Apr 24, 2025
Vertex Pharmaceuticals
▼ 3.77%
3
Close
Apr 24, 2025
Fortinet
▼ 1.30%
5
Close
Mar 24, 2025
Tesla
0.51%
▲ 43.45%
6
Open
Mar 24, 2025
Ferrari
▼ 7.11%
5
Close
Mar 24, 2025
GE Aerospace
1.88%
▲ 50.27%
3
Open
Mar 24, 2025
StepStone Group
▼ 4.68%
2
Close
Mar 24, 2025
United Airlines Holdings
▼ 24.26%
3
Close
Mar 24, 2025