New Portfolio - New Portfolio

Phillip Kiehl

New Portfolio
Individual Investor
Ranked #15,976 out of 748,869 TipRanks' Investors
Success Rate
55%
41 out of 74
profitable transactions
Average Return
104.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.76%
6-Month Return▲ 1.74%
12-Month Return▲ 7.10%
YTD Return▼ 0.45%
Total Return▲ 38.38%

Best Trade

Opened at
Closed at-
Gain▲ 2964.79%

Bio

This portfolio is focused on tech and consumer services. There are both large cap and small cap. My Mutual Fund is from my 401K with my work. My employer does not offer individual stocks. Nevertheless, this Mutual Fund is near the top in its category

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 9.86%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.19%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.30%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.97%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 2.51%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.43%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 4.17%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.86%
▼ 1.87%▲ 1.59%▼ 3.19%
▲ 14.08%▲ 5.22%▲ 8.30%
▲ 5.05%▲ 3.27%▲ 2.97%
▼ 12.40%▼ 4.03%▼ 7.27%
▲ 11.46%▲ 5.06%▼ 2.51%
▼ 2.25%▲ 3.53%▲ 6.43%
▲ 24.77%▼ 1.07%▼ 4.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Twilio
▼ 56.20%
6
Close
Jun 18, 2024
Nvidia
26.91%
▲ 1,333.66%
5
Buy
Jun 18, 2024
Plug Power
▼ 92.93%
2
Close
Jan 22, 2024
Enthusiast Gaming Holdings
0.01%
▼ 94.45%
4
Sell
Jan 22, 2024
Direxion Daily Cloud Computing Bull 2X Shares
0.42%
▼ 18.25%
1
Open
Jan 22, 2024
Fidelity Growth Company Fund Retail Class
38.95%
▲ 30.81%
4
Buy
Jan 18, 2024
Netflix
4.82%
▲ 76.41%
4
Sell
Jan 18, 2024
Shopify
5.95%
▲ 66.67%
5
Buy
May 23, 2023
Tesla
4.1%
▲ 14.71%
2
Buy
Aug 26, 2022
Palantir Technologies
▼ 71.00%
3
Close
Aug 26, 2022
Block
2.74%
▼ 28.40%
6
Buy
May 25, 2022
BNY Mellon Small/Mid Cap Growth Fund Class I
▲ 62.41%
6
Close
Nov 24, 2021
Chipotle
4.31%
▲ 37.50%
1
Open
Nov 10, 2021
Qorvo
▲ 57.12%
2
Close
Nov 10, 2021
Apple
▲ 17.84%
2
Close
Nov 10, 2021
Freddie Mac
▼ 42.18%
7
Close
Jun 25, 2021
ARK Genomic Revolution ETF
▼ 9.37%
2
Close
Feb 22, 2021
Amazon
▲ 78.45%
3
Close
Feb 08, 2021
Cloudflare
2.16%
▼ 4.69%
1
Open
Dec 23, 2020
SS&C Technologies Holdings
▲ 33.61%
4
Close
Dec 23, 2020