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New Portfolio - New Portfolio

Phillip Kiehl

New Portfolio
Individual Investor
Ranked #8,142 out of 781,107 TipRanks' Investors
Success Rate
64%
50 out of 78
profitable transactions
Average Return
141.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.98%
6-Month Return▲ 37.96%
12-Month Return▲ 49.93%
YTD Return▲ 2.84%
Total Return▲ 102.46%

Best Trade

Opened at
Closed at-
Gain▲ 3634.00%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 6.43%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.93%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 8.13%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.74%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.69%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 19.81%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.14%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 2.84%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 6.43%
▲ 8.13%▲ 1.21%▼ 1.93%
▼ 13.14%▲ 2.34%▲ 8.13%
▲ 2.93%▲ 2.10%▲ 4.74%
▲ 10.00%▼ 0.89%▲ 4.69%
▲ 26.04%▲ 5.96%▲ 19.81%
▲ 5.93%▼ 2.41%▼ 2.14%
▲ 6.90%▲ 1.96%▲ 2.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Twilio
1.33%
▼ 46.77%
7
Open
Dec 26, 2024
Microchip
0.02%
▼ 0.86%
1
Open
Dec 26, 2024
IShares Bitcoin Trust Registered
0%
▲ 8.34%
1
Open
Nov 27, 2024
Nvidia
▼ 1.24%
2
Close
Nov 22, 2024
Nvidia
26.43%
▲ 1,646.68%
5
Buy
Jun 18, 2024
Plug Power
▼ 92.93%
2
Close
Jan 22, 2024
Enthusiast Gaming Holdings
0.01%
▼ 94.34%
4
Sell
Jan 22, 2024
Direxion Daily Cloud Computing Bull 2X Shares
0.53%
▲ 26.14%
1
Open
Jan 22, 2024
Fidelity Growth Company Fund Retail Class
32.26%
▲ 37.40%
4
Buy
Jan 18, 2024
Netflix
5.24%
▲ 139.76%
4
Sell
Jan 18, 2024
Shopify
8.32%
▲ 187.38%
5
Buy
May 23, 2023
Tesla
6.23%
▲ 122.58%
2
Buy
Aug 26, 2022
Palantir Technologies
▼ 71.00%
3
Close
Aug 26, 2022
Block
3.12%
▲ 3.47%
6
Buy
May 25, 2022
BNY Mellon Small/Mid Cap Growth Fund Class I
▲ 62.41%
6
Close
Nov 24, 2021
Chipotle
3.84%
▲ 58.72%
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