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Gary's Portfolio - New Portfolio

gary moogk

Gary's Portfolio
Individual Investor
Ranked #322,838 out of 824,099 TipRanks' Investors
Success Rate
52%
278 out of 536
profitable transactions
Average Return
16.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Returnâ–² 3.16%
6-Month Returnâ–² 21.70%
12-Month Returnâ–² 13.58%
YTD Returnâ–² 12.98%
Total Returnâ–² 106.89%

Best Trade

Opened at
Closed at-
Gainâ–² 535.50%

Bio

diversified, conservative, with a few high flyers

Performance

12.88%0-12.88%
â–¼ 6.38%
â–¼ 5.57%
â–¼ 9.28%
Mar 2025
â–² 0.80%
â–¼ 0.87%
â–² 6.24%
Apr 2025
â–² 11.63%
â–² 6.28%
â–² 2.60%
May 2025
â–² 9.25%
â–² 5.14%
â–² 2.40%
Jun 2025
â–² 7.60%
â–² 2.30%
â–¼ 1.78%
Jul 2025
â–² 2.76%
â–² 2.05%
â–² 3.39%
Aug 2025
â–² 12.88%
â–² 3.56%
â–² 5.37%
Sep 2025
â–² 4.03%
â–¼ 0.27%
â–² 1.47%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
â–¼ 6.38%â–¼ 5.57%â–¼ 9.28%
â–² 0.80%â–¼ 0.87%â–² 6.24%
â–² 11.63%â–² 6.28%â–² 2.60%
â–² 9.25%â–² 5.14%â–² 2.40%
â–² 7.60%â–² 2.30%â–¼ 1.78%
â–² 2.76%â–² 2.05%â–² 3.39%
â–² 12.88%â–² 3.56%â–² 5.37%
â–² 4.03%â–¼ 0.27%â–² 1.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
10.2%
â–² 13.37%
31
Sell
Oct 17, 2025
Paramount Skydance
0.98%
â–² 66.15%
5
Sell
Oct 15, 2025
Rolls-Royce
7.01%
â–¼ 3.28%
5
Buy
Oct 15, 2025
Quanta Services
0%
â–² 3.89%
1
Open
Oct 10, 2025
Netflix
10.6%
â–² 11.45%
8
Buy
Oct 08, 2025
Eaton
10.04%
â–² 27.28%
72
Buy
Oct 02, 2025
Costco
10.57%
â–² 45.67%
50
Buy
Sep 29, 2025
Schneider Electric SE
―
â–² 4.17%
16
Close
Sep 23, 2025
iShares MSCI Eurozone ETF
6.73%
â–² 17.81%
10
Sell
Sep 22, 2025
Global X DAX Germany ETF
6.59%
â–² 13.64%
12
Sell
Sep 22, 2025
Siemens AG
6.84%
â–² 17.58%
15
Sell
Sep 22, 2025
Airbus SE
6.74%
â–² 45.68%
7
Sell
Sep 22, 2025
GE Aerospace
10.27%
â–² 212.84%
51
Buy
Sep 18, 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
7.46%
â–² 34.63%
24
Sell
Aug 11, 2025
Barclays
―
â–² 4.31%
2
Close
Aug 05, 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