tiprankstipranks

New Portfolio - New Portfolio

Philip Kreg

New Portfolio
Individual Investor
Ranked #412,218 out of 793,101 TipRanks' Investors
Success Rate
36%
48 out of 134
profitable transactions
Average Return
14.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.56%
6-Month Return▲ 4.31%
12-Month Return▲ 21.73%
YTD Return▼ 4.69%
Total Return▲ 105.35%

Best Trade

Opened at
Closed at-
Gain▲ 864.57%

Bio

Retirement Portfolio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 6.69%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.30%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.80%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 11.97%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.50%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 6.23%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.15%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 3.37%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 6.69%
▲ 2.93%▲ 2.10%▲ 4.30%
▲ 10.00%▼ 0.89%▼ 1.80%
▲ 26.01%▲ 5.96%▲ 11.97%
▲ 5.39%▼ 2.41%▼ 1.50%
▲ 5.83%▲ 2.69%▲ 6.23%
▼ 12.86%▼ 1.27%▼ 7.15%
▲ 2.82%▼ 4.80%▼ 3.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fortinet
▼ 1.30%
5
Close
Mar 24, 2025
Tesla
0.49%
▲ 57.31%
6
Open
Mar 24, 2025
Ferrari
▼ 7.11%
5
Close
Mar 24, 2025
GE Aerospace
1.84%
▲ 86.68%
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
1.17%
0.00%
1
Open
Mar 24, 2025
Vertex Pharmaceuticals
4.48%
0.00%
1
Open
Mar 24, 2025
Costco
0.97%
▲ 2.62%
3
Open
Mar 07, 2025
Palantir Technologies
1.44%
▲ 153.01%
5
Sell
Mar 07, 2025
Rolls-Royce
2.14%
▲ 26.55%
3
Buy
Mar 07, 2025
Spotify
2.22%
▲ 20.26%
2
Buy
Mar 07, 2025
American Airlines
▼ 23.80%
3
Close
Mar 07, 2025
Rheinmetall
1.75%
▲ 10.04%
1
Open
Mar 05, 2025
Electromed
▼ 19.03%
2
Close
Feb 25, 2025