New Portfolio - New Portfolio

Philip Kreg

New Portfolio
Individual Investor
Ranked #202,909 out of 765,504 TipRanks' Investors
Success Rate
50%
47 out of 94
profitable transactions
Average Return
22.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.50%
6-Month Return▲ 26.78%
12-Month Return▲ 65.46%
YTD Return▲ 47.01%
Total Return▲ 110.04%

Best Trade

Opened at
Closed at-
Gain▲ 1056.65%

Bio

Retirement Portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.21%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.22%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.03%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 6.69%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.30%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.72%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 6.35%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.21%
▲ 11.46%▲ 5.06%▲ 3.86%
▼ 2.25%▲ 3.53%▲ 3.22%
▲ 25.72%▲ 1.21%▲ 2.03%
▼ 4.21%▲ 2.34%▲ 6.69%
▲ 7.82%▲ 2.10%▲ 4.30%
▲ 6.02%▼ 0.89%▼ 0.72%
▲ 12.58%▲ 1.42%▲ 6.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
1.05%
▼ 8.60%
5
Open
Nov 05, 2024
Taiwan Semiconductor Manufacturing
0.45%
▲ 27.25%
3
Open
Nov 05, 2024
Eli Lilly & Co
▲ 78.91%
2
Close
Nov 05, 2024
Caterpillar
▲ 47.65%
2
Close
Nov 05, 2024
DR Horton
▼ 10.44%
2
Close
Nov 05, 2024
Leidos Holdings
1.21%
▲ 2.17%
1
Open
Nov 05, 2024
Arista Networks
1.14%
▲ 4.44%
1
Open
Nov 05, 2024
Belden
0.96%
▲ 10.91%
1
Open
Nov 05, 2024
EMCOR Group
1.89%
▲ 5.49%
1
Open
Nov 05, 2024
Eaton
2%
▲ 6.43%
1
Open
Nov 05, 2024
FTAI Aviation
2.48%
▲ 7.10%
1
Open
Nov 05, 2024
Green Brick Partners
0.89%
▼ 0.91%
1
Open
Nov 05, 2024
Howmet Aerospace
1.13%
▲ 12.43%
1
Open
Nov 05, 2024
StepStone Group
1.35%
▲ 10.57%
1
Open
Nov 05, 2024
Trade Desk
0.55%
▲ 4.06%
1
Open
Nov 05, 2024
AppLovin
2.35%
▲ 2.04%
1
Open
Nov 05, 2024
Jabil
▲ 8.65%
2
Close
Sep 30, 2024
GE Vernova Inc.
1.67%
▲ 31.89%
1
Open
Sep 30, 2024
Ferrari
0.75%
▼ 6.60%
4
Open
Sep 27, 2024
Porsche Automobil Holding
0.02%
▼ 17.26%
2
Close
Sep 27, 2024