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Gary's Portfolio - New Portfolio

gary moogk

Gary's Portfolio
Individual Investor
Ranked #321,582 out of 820,360 TipRanks' Investors
Success Rate
52%
276 out of 529
profitable transactions
Average Return
15.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Returnâ–² 4.49%
6-Month Returnâ–² 16.08%
12-Month Returnâ–² 11.77%
YTD Returnâ–² 10.02%
Total Returnâ–² 101.47%

Best Trade

Opened at
Closed at-
Gainâ–² 523.81%

Bio

diversified, conservative, with a few high flyers

Performance

27.92%0-27.92%
â–¼ 12.86%
â–¼ 1.27%
â–¼ 4.22%
Feb 2025
â–¼ 1.80%
â–¼ 5.57%
â–¼ 9.28%
Mar 2025
â–² 1.84%
â–¼ 0.87%
â–² 6.24%
Apr 2025
â–² 12.20%
â–² 6.28%
â–² 2.60%
May 2025
â–² 6.24%
â–² 5.14%
â–² 2.40%
Jun 2025
â–² 27.92%
â–² 2.30%
â–¼ 1.78%
Jul 2025
â–² 4.87%
â–² 2.05%
â–² 3.39%
Aug 2025
â–² 6.13%
â–² 2.88%
â–² 4.11%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
â–¼ 12.86%â–¼ 1.27%â–¼ 4.22%
â–¼ 1.80%â–¼ 5.57%â–¼ 9.28%
â–² 1.84%â–¼ 0.87%â–² 6.24%
â–² 12.20%â–² 6.28%â–² 2.60%
â–² 6.24%â–² 5.14%â–² 2.40%
â–² 27.92%â–² 2.30%â–¼ 1.78%
â–² 4.87%â–² 2.05%â–² 3.39%
â–² 6.13%â–² 2.88%â–² 4.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schneider Electric SE
―
â–² 4.17%
16
Close
Sep 23, 2025
Paramount Skydance
3.63%
â–² 87.46%
3
Sell
Sep 23, 2025
iShares MSCI Eurozone ETF
6.59%
â–² 15.40%
10
Sell
Sep 22, 2025
Global X DAX Germany ETF
6.55%
â–² 13.00%
12
Sell
Sep 22, 2025
Siemens AG
6.52%
â–² 12.05%
15
Sell
Sep 22, 2025
Netflix
10.24%
â–² 15.06%
7
Buy
Sep 22, 2025
Airbus SE
6.59%
â–² 42.57%
7
Sell
Sep 22, 2025
Rolls-Royce
6.65%
â–² 2.20%
2
Buy
Sep 22, 2025
Apple
10.9%
â–² 14.80%
30
Buy
Sep 19, 2025
GE Aerospace
10.1%
â–² 207.08%
51
Buy
Sep 18, 2025
Eaton
8.87%
â–² 27.76%
71
Sell
Sep 16, 2025
International Business Machines
―
â–¼ 4.68%
16
Close
Sep 09, 2025
Oklo Inc
―
â–² 1.77%
4
Close
Sep 09, 2025
SPDR Gold Shares
6.65%
â–² 20.00%
24
Sell
Aug 11, 2025
Barclays
―
â–² 4.31%
2
Close
Aug 05, 2025
Costco
9.82%
â–² 44.44%
49
Buy
Jul 23, 2025
Wells Fargo
―
â–¼ 3.23%
2
Close
Jul 15, 2025
Eli Lilly & Co
―
â–² 51.29%
49
Close
May 16, 2025
CrowdStrike Holdings
―
â–² 4.06%
21
Close
May 05, 2025
Honeywell International
―
â–¼ 8.40%
37
Close
Apr 16, 2025