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DIVIDEND NO COST - New Portfolio

Gary Moss

DIVIDEND NO COST
Individual Investor
Ranked #352,799 out of 825,227 TipRanks' Investors
Success Rate
57%
48 out of 84
profitable transactions
Average Return
8.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.48%
6-Month Return▲ 31.22%
12-Month Return-
YTD Return▲ 13.24%
Total Return▲ 13.24%

Best Trade

Opened at
Closed at-
Gain▲ 74.40%

Bio

I have taken my original investment out of the stocks in this portfolio and don't plan on selling.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 11.07%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 1.97%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 9.07%
May 2025
▲ 9.25%
▲ 5.14%
▲ 10.81%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.23%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 3.06%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.02%
Sep 2025
▲ 10.60%
▲ 2.86%
▲ 2.43%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 11.07%
▲ 0.80%▼ 0.87%▲ 1.97%
▲ 11.63%▲ 6.28%▲ 9.07%
▲ 9.25%▲ 5.14%▲ 10.81%
▲ 7.60%▲ 2.30%▲ 2.23%
▲ 2.76%▲ 2.05%▼ 3.06%
▲ 12.88%▲ 3.56%▲ 7.02%
▲ 10.60%▲ 2.86%▲ 2.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Monolithic Power
0.9%
▲ 10.35%
1
Open
Oct 22, 2025
Vertiv Holdings
1.18%
▲ 6.86%
1
Open
Oct 15, 2025
Energy Transfer
1.28%
▲ 0.13%
2
Buy
Oct 10, 2025
Duke Energy
0.9%
▲ 5.28%
1
Open
Sep 17, 2025
US Bancorp
0.82%
▼ 2.61%
1
Open
Sep 17, 2025
Fifth Third Bancorp
0.72%
▼ 6.71%
1
Open
Sep 17, 2025
M&T Bank
0.69%
▼ 7.90%
1
Open
Sep 17, 2025
Charles Schwab
0.95%
▲ 2.99%
1
Open
Sep 17, 2025
Brookfield Corporation
1.13%
▲ 1.12%
1
Open
Sep 17, 2025
Brookfield Asset Management Ltd. Class A
0.65%
▼ 6.99%
1
Open
Sep 17, 2025
Pentair
0.6%
▼ 0.08%
1
Open
Sep 17, 2025
Kinder Morgan
0.92%
▼ 5.15%
1
Open
Sep 17, 2025
Simon Property
0.89%
▼ 0.98%
1
Open
Sep 17, 2025
B2Gold
0.97%
▲ 14.55%
1
Open
Sep 17, 2025
Vulcan Materials
0.92%
▼ 0.08%
1
Open
Sep 17, 2025
Eagle Materials
0.83%
▲ 1.51%
1
Open
Sep 17, 2025
Bank of NT Butterfield & Son
0.78%
▼ 6.59%
1
Open
Sep 17, 2025
Blackstone Group
1.24%
▼ 16.21%
1
Open
Sep 17, 2025
OneMain Holdings
1.11%
▼ 3.72%
1
Open
Sep 17, 2025
Corning
1.96%
▲ 16.25%
1
Open
Sep 17, 2025