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Gary's Portfolio - New Portfolio

gary moogk

Gary's Portfolio
Individual Investor
Ranked #343,807 out of 834,054 TipRanks' Investors
Success Rate
51%
288 out of 561
profitable transactions
Average Return
16.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.25%
6-Month Return▲ 9.14%
12-Month Return▲ 10.42%
YTD Return▲ 12.75%
Total Return▲ 106.14%

Best Trade

Opened at
Closed at-
Gain▲ 567.26%

Bio

diversified, conservative, with a few high flyers

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 2.60%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.40%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.78%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.39%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.37%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.57%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 0.56%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 0.25%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 2.60%
▲ 9.25%▲ 5.14%▲ 2.40%
▲ 7.60%▲ 2.30%▼ 1.78%
▲ 2.76%▲ 2.05%▲ 3.39%
▲ 12.88%▲ 3.56%▲ 5.37%
▲ 10.96%▲ 2.38%▲ 1.57%
▼ 3.57%▲ 0.19%▼ 0.56%
▲ 1.55%▲ 1.31%▲ 0.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Micron
10.71%
▲ 27.02%
6
Buy
Dec 22, 2025
Rolls-Royce
7.1%
▲ 2.94%
9
Buy
Dec 14, 2025
Netflix
0%
▼ 12.54%
14
Sell
Dec 11, 2025
Airbus SE
6.68%
▲ 33.39%
9
Buy
Dec 10, 2025
Welltower
8.57%
▼ 3.55%
6
Buy
Dec 10, 2025
Eaton
9.27%
▲ 22.63%
75
Buy
Dec 09, 2025
Siemens AG
6.17%
▲ 17.42%
18
Sell
Dec 09, 2025
Siemens Energy AG Unsponsored ADR
8.35%
▲ 7.11%
2
Buy
Dec 02, 2025
iShares MSCI Eurozone ETF
0%
▲ 22.31%
11
Sell
Nov 20, 2025
Global X DAX Germany ETF
0%
▲ 16.95%
13
Sell
Nov 12, 2025
Warner Bros
▼ 2.12%
2
Close
Nov 12, 2025
Paramount Skydance
0%
▲ 35.17%
6
Sell
Nov 03, 2025
Quanta Services
▲ 7.95%
2
Close
Nov 03, 2025
Apple
11.27%
▲ 22.98%
31
Sell
Oct 17, 2025
Costco
10.05%
▲ 36.07%
50
Buy
Sep 29, 2025
Schneider Electric SE
▲ 4.17%
16
Close
Sep 23, 2025
GE Aerospace
11%
▲ 228.47%
51
Buy
Sep 18, 2025
International Business Machines
▼ 4.68%
16
Close
Sep 09, 2025
Oklo Inc
▲ 1.77%
4
Close
Sep 09, 2025
SPDR Gold Shares
8.15%
▲ 44.23%
24
Sell
Aug 11, 2025