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New Portfolio - New Portfolio

Philip Kreg

New Portfolio
Individual Investor
Ranked #192,867 out of 807,781 TipRanks' Investors
Success Rate
52%
77 out of 148
profitable transactions
Average Return
26.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.23%
6-Month Return▲ 28.98%
12-Month Return▲ 47.80%
YTD Return▲ 27.77%
Total Return▲ 171.28%

Best Trade

Opened at
Closed at-
Gain▲ 1210.35%

Bio

Retirement Portfolio

Performance

17.99%0-17.99%
▲ 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
▲ 1.84%
▼ 0.87%
▲ 8.17%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 17.99%
May 2025
▲ 6.24%
▲ 5.14%
▲ 11.31%
Jun 2025
▲ 5.38%
▲ 0.93%
▼ 0.02%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 1.26%
▲ 6.03%▲ 2.69%▲ 6.48%
▼ 12.86%▼ 1.27%▼ 5.81%
▼ 1.80%▼ 5.57%▼ 10.32%
▲ 1.84%▼ 0.87%▲ 8.17%
▲ 12.20%▲ 6.28%▲ 17.99%
▲ 6.24%▲ 5.14%▲ 11.31%
▲ 5.38%▲ 0.93%▼ 0.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intapp
▼ 21.79%
2
Close
Jun 03, 2025
Indra Sistemas
1.5%
▲ 8.41%
1
Open
Jun 03, 2025
Advanced Micro Devices
2.35%
▲ 54.36%
4
Open
May 28, 2025
Boeing
1.02%
▲ 6.13%
4
Open
May 28, 2025
SPDR S&P 500 ETF Trust
36.15%
▲ 4.42%
2
Sell
May 28, 2025
CoreWeave, Inc. Class A
2.92%
▲ 8.34%
1
Open
May 28, 2025
Leonardo Drs
2.13%
▲ 12.38%
1
Open
May 28, 2025
Marubeni
1.97%
▲ 2.88%
1
Open
May 28, 2025
Palantir Technologies
1.86%
▲ 200.15%
6
Buy
Apr 24, 2025
AppLovin
3.88%
▲ 63.98%
2
Buy
Apr 24, 2025
Rocket Lab USA
2.92%
▲ 65.90%
2
Buy
Apr 24, 2025
Royal Caribbean
▼ 13.07%
2
Close
Apr 24, 2025
Cloudflare
2.03%
▲ 30.72%
2
Buy
Apr 24, 2025
Vertex Pharmaceuticals
▼ 3.77%
3
Close
Apr 24, 2025
Fortinet
▼ 1.30%
5
Close
Mar 24, 2025
Tesla
0.47%
▲ 42.41%
6
Open
Mar 24, 2025
Ferrari
▼ 7.11%
5
Close
Mar 24, 2025
GE Aerospace
1.91%
▲ 54.18%
3
Open
Mar 24, 2025
StepStone Group
▼ 4.68%
2
Close
Mar 24, 2025
United Airlines Holdings
▼ 24.26%
3
Close
Mar 24, 2025