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Gary's Portfolio - New Portfolio

gary moogk

Gary's Portfolio
Individual Investor
Ranked #318,203 out of 809,057 TipRanks' Investors
Success Rate
50%
254 out of 504
profitable transactions
Average Return
14.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.25%
6-Month Return▼ 3.02%
12-Month Return▲ 17.99%
YTD Return▲ 3.28%
Total Return▲ 89.13%

Best Trade

Opened at
Closed at-
Gain▲ 456.75%

Bio

diversified, conservative, with a few high flyers

Performance

16.05%0-16.05%
▲ 5.10%
▼ 2.41%
▼ 4.44%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 7.30%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.28%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 5.87%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.58%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.40%
Jun 2025
▲ 16.05%
▲ 1.57%
▼ 0.38%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.44%
▲ 6.03%▲ 2.69%▲ 7.30%
▼ 12.86%▼ 1.27%▼ 4.22%
▼ 1.80%▼ 5.57%▼ 9.28%
▲ 1.84%▼ 0.87%▲ 5.87%
▲ 12.20%▲ 6.28%▲ 2.58%
▲ 6.24%▲ 5.14%▲ 2.40%
▲ 16.05%▲ 1.57%▼ 0.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Costco
9.72%
▲ 51.90%
48
Buy
Jul 17, 2025
SPDR Gold Shares
13.13%
▲ 7.27%
19
Sell
Jul 17, 2025
International Business Machines
7.95%
▼ 0.45%
7
Buy
Jul 16, 2025
Wells Fargo
▼ 3.23%
2
Close
Jul 15, 2025
Barclays
0%
▲ 1.56%
1
Open
Jun 30, 2025
Oklo Inc
▼ 1.06%
2
Close
Jun 27, 2025
Netflix
9.61%
▲ 19.03%
6
Buy
Jun 24, 2025
GE Aerospace
10.66%
▲ 184.98%
49
Sell
Jun 23, 2025
iShares MSCI Eurozone ETF
10.45%
▲ 11.30%
8
Buy
Jun 23, 2025
Global X DAX Germany ETF
10.78%
▲ 14.51%
10
Sell
Jun 23, 2025
Siemens AG
9.11%
▲ 9.36%
13
Sell
Jun 23, 2025
Schneider Electric SE
7.27%
▲ 7.51%
13
Sell
Jun 23, 2025
Airbus SE
7.07%
▲ 35.14%
5
Sell
Jun 23, 2025
Eli Lilly & Co
▲ 51.29%
49
Close
May 16, 2025
Eaton
▲ 34.26%
64
Close
May 05, 2025
CrowdStrike Holdings
▲ 4.06%
21
Close
May 05, 2025
Honeywell International
▼ 8.40%
37
Close
Apr 16, 2025
Constellation Energy Corporation
▼ 3.86%
32
Close
Apr 16, 2025
VanEck Gold Miners ETF
▲ 12.92%
3
Close
Apr 16, 2025
Tesla
▲ 8.01%
23
Close
Mar 12, 2025