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Gary's Portfolio - New Portfolio

gary moogk

Gary's Portfolio
Individual Investor
Ranked #308,841 out of 804,211 TipRanks' Investors
Success Rate
50%
242 out of 489
profitable transactions
Average Return
13.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.39%
6-Month Return▼ 2.03%
12-Month Return▲ 13.34%
YTD Return▼ 0.84%
Total Return▲ 81.58%

Best Trade

Opened at
Closed at-
Gain▲ 397.83%

Bio

diversified, conservative, with a few high flyers

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 8.09%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▲ 5.76%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.58%
May 2025
▲ 4.89%
▲ 1.38%
▼ 1.96%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 8.09%
▲ 5.10%▼ 2.41%▼ 4.44%
▲ 6.03%▲ 2.69%▲ 7.30%
▼ 12.86%▼ 1.27%▼ 4.22%
▼ 1.80%▼ 5.57%▼ 9.28%
▲ 1.83%▼ 0.87%▲ 5.76%
▲ 12.21%▲ 6.28%▲ 2.58%
▲ 4.89%▲ 1.38%▼ 1.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Aerospace
10.76%
▲ 154.82%
47
Buy
Jun 13, 2025
Schneider Electric SE
7.34%
▲ 2.06%
12
Buy
Jun 13, 2025
SPDR Gold Shares
17.68%
▲ 9.07%
16
Sell
Jun 11, 2025
Costco
10%
▲ 61.94%
45
Buy
Jun 06, 2025
Siemens AG
9.81%
▲ 2.95%
12
Buy
May 23, 2025
Netflix
10.09%
▲ 28.39%
4
Sell
May 19, 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
Airbus SE
6.86%
▲ 15.44%
3
Buy
Apr 28, 2025
iShares MSCI Eurozone ETF
11.57%
▲ 9.37%
7
Buy
Apr 23, 2025
Global X DAX Germany ETF
11.85%
▲ 8.85%
8
Buy
Apr 23, 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
Microsoft
▲ 8.32%
32
Close
Mar 12, 2025
Nvidia
▲ 28.80%
31
Close
Mar 12, 2025
Salesforce
▼ 13.65%
13
Close
Mar 12, 2025
Vertiv Holdings
▼ 13.69%
9
Close
Jan 28, 2025