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Gary's Portfolio - New Portfolio

gary moogk

Gary's Portfolio
Individual Investor
Ranked #258,534 out of 797,772 TipRanks' Investors
Success Rate
49%
234 out of 475
profitable transactions
Average Return
12.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.21%
6-Month Return▲ 0.71%
12-Month Return▲ 22.34%
YTD Return▼ 2.62%
Total Return▲ 78.43%

Best Trade

Opened at
Closed at-
Gain▲ 329.96%

Bio

diversified, conservative, with a few high flyers

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.53%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 8.09%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.44%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 7.30%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.22%
Mar 2025
▲ 1.74%
▼ 0.87%
▲ 5.92%
Apr 2025
▲ 1.23%
▲ 0.71%
▼ 1.45%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.53%
▲ 25.97%▲ 5.96%▲ 8.09%
▲ 5.39%▼ 2.41%▼ 4.44%
▲ 6.00%▲ 2.69%▲ 7.30%
▼ 12.86%▼ 1.27%▼ 4.22%
▼ 1.80%▼ 5.57%▼ 9.22%
▲ 1.74%▼ 0.87%▲ 5.92%
▲ 1.23%▲ 0.71%▼ 1.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR Gold Shares
18.5%
▲ 6.47%
10
Buy
May 01, 2025
Airbus SE
6.29%
▲ 3.42%
3
Buy
Apr 28, 2025
iShares MSCI Eurozone ETF
11.51%
▲ 4.18%
7
Buy
Apr 23, 2025
Global X DAX Germany ETF
11.64%
▲ 4.51%
8
Buy
Apr 23, 2025
Siemens AG
8.89%
▼ 2.66%
11
Buy
Apr 23, 2025
GE Aerospace
9.87%
▲ 128.46%
45
Buy
Apr 22, 2025
Netflix
10.72%
▲ 19.22%
3
Buy
Apr 21, 2025
Honeywell International
▼ 8.40%
37
Close
Apr 16, 2025
CrowdStrike Holdings
0%
▲ 3.76%
20
Open
Apr 16, 2025
Constellation Energy Corporation
▼ 3.86%
32
Close
Apr 16, 2025
Schneider Electric SE
▲ 1.62%
6
Close
Apr 16, 2025
VanEck Gold Miners ETF
▲ 12.92%
3
Close
Apr 16, 2025
Eli Lilly & Co
0%
▲ 58.30%
48
Sell
Apr 14, 2025
Eaton
0%
▲ 35.03%
63
Sell
Mar 28, 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
Costco
9.45%
▲ 73.33%
42
Sell
Mar 10, 2025
Vertiv Holdings
▼ 13.69%
9
Close
Jan 28, 2025