tiprankstipranks

New Portfolio - New Portfolio

Philip Kreg

New Portfolio
Individual Investor
Ranked #308,785 out of 775,923 TipRanks' Investors
Success Rate
43%
45 out of 106
profitable transactions
Average Return
21.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.71%
6-Month Return▲ 25.95%
12-Month Return▲ 54.43%
YTD Return▲ 53.98%
Total Return▲ 120.00%

Best Trade

Opened at
Closed at-
Gain▲ 970.07%

Bio

Retirement Portfolio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.22%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.03%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.69%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.30%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.67%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 12.02%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 0.41%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.86%
▼ 2.25%▲ 3.53%▲ 3.22%
▲ 25.71%▲ 1.21%▲ 2.03%
▼ 4.22%▲ 2.34%▲ 6.69%
▲ 7.82%▲ 2.10%▲ 4.30%
▲ 5.38%▼ 0.89%▼ 1.67%
▲ 43.22%▲ 5.96%▲ 12.02%
▲ 3.34%▼ 1.56%▲ 0.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Aerospace
▲ 85.97%
2
Close
Dec 21, 2024
Vanguard Total Stock Market Index Fd Admiral Shs
▲ 1.75%
4
Close
Dec 21, 2024
FTAI Aviation
▼ 3.88%
2
Close
Dec 21, 2024
Celestica
2.62%
0.00%
1
Open
Dec 21, 2024
Amphenol
4.65%
▲ 37.54%
2
Buy
Nov 26, 2024
Lennar
▼ 6.42%
2
Close
Nov 26, 2024
Baldwin Insurance Group
▲ 3.33%
2
Close
Nov 26, 2024
Toll Brothers
▲ 7.11%
2
Close
Nov 26, 2024
Leidos Holdings
▼ 12.61%
2
Close
Nov 26, 2024
Green Brick Partners
▼ 0.23%
2
Close
Nov 26, 2024
Howmet Aerospace
5.84%
▲ 1.57%
2
Buy
Nov 26, 2024
Trade Desk
4.12%
▲ 0.57%
2
Buy
Nov 26, 2024
Rocket Lab USA
2.73%
▼ 2.24%
1
Open
Nov 26, 2024
Spotify Technology SA
2.23%
▼ 3.30%
1
Open
Nov 26, 2024
Intuitive Machines
2.24%
▼ 3.45%
1
Open
Nov 26, 2024
Royal Caribbean
3.93%
▼ 2.48%
1
Open
Nov 26, 2024
Apple
2.8%
▲ 60.27%
3
Buy
Nov 07, 2024
Nvidia
8.88%
▲ 480.27%
4
Buy
Nov 07, 2024
Palantir Technologies
6.19%
▲ 116.13%
4
Buy
Nov 07, 2024
Porsche Automobil Holding
0.04%
▼ 13.00%
3
Open
Nov 07, 2024