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DIVIDEND NO COST - New Portfolio

PerformancePortfolio Details

Gary Moss

DIVIDEND NO COST
Individual Investor
Ranked #155,179 out of 858,889 TipRanks' Investors
Success Rate
64%
56 out of 87
profitable transactions
Average Return
20.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.02%
6-Month Return▲ 13.49%
12-Month Return▲ 55.13%
YTD Return▲ 9.91%
Total Return▲ 24.07%

Best Trade

AssetMicron (MU)
Opened at
Closed at-
Gain▲ 165.21%

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%
▲ 12.88%
▲ 3.56%
▲ 7.00%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.81%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.80%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.09%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.50%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.72%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.42%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 4.92%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 7.00%
▲ 10.96%▲ 2.38%▲ 0.81%
▼ 3.68%▲ 0.19%▲ 0.80%
▼ 0.10%▲ 0.08%▼ 0.09%
▲ 4.06%▲ 1.47%▲ 3.50%
▼ 1.12%▼ 0.86%▲ 3.72%
▲ 0.60%▼ 4.94%▼ 2.42%
▲ 4.89%▲ 4.48%▲ 4.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
~AZN
AstraZeneca
―
▲ 19.41%
2
Close
Jan 30, 2026
AZN
AstraZeneca
1.03%
▲ 10.20%
1
Open
Jan 30, 2026
BFH
Bread Financial Holdings
0.89%
▲ 9.69%
1
Open
Dec 05, 2025
TER
Teradyne
2.11%
▲ 107.88%
1
Open
Nov 11, 2025
MPWR
Monolithic Power
1.04%
▲ 35.70%
1
Open
Oct 22, 2025
VRT
Vertiv Holdings
1.7%
▲ 63.59%
1
Open
Oct 15, 2025
ET
Energy Transfer
1.37%
▲ 18.10%
2
Buy
Oct 10, 2025
DUK
Duke Energy
0.88%
▲ 10.71%
1
Open
Sep 17, 2025
USB
US Bancorp
0.9%
▲ 15.68%
1
Open
Sep 17, 2025
FITB
Fifth Third Bancorp
0.79%
▲ 10.27%
1
Open
Sep 17, 2025
MTB
M&T Bank
0.78%
▲ 12.39%
1
Open
Sep 17, 2025
SCHW
Charles Schwab
0.89%
▲ 3.58%
1
Open
Sep 17, 2025
BN
Brookfield Corporation
0.96%
▼ 8.57%
1
Open
Sep 17, 2025
BAM
Brookfield Asset Management Ltd. Class A
0.51%
▼ 22.03%
1
Open
Sep 17, 2025
PNR
Pentair
0.47%
▼ 17.19%
1
Open
Sep 17, 2025
KMI
Kinder Morgan
1.08%
▲ 21.04%
1
Open
Sep 17, 2025
SPG
Simon Property
0.93%
▲ 13.12%
1
Open
Sep 17, 2025
BTG
B2Gold
0.91%
▲ 14.81%
1
Open
Sep 17, 2025
VMC
Vulcan Materials
0.88%
▲ 1.47%
1
Open
Sep 17, 2025
EXP
Eagle Materials
0.67%
▼ 13.07%
1
Open
Sep 17, 2025