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Gary's Portfolio - New Portfolio

gary moogk

Gary's Portfolio
Individual Investor
Ranked #355,237 out of 831,442 TipRanks' Investors
Success Rate
51%
284 out of 554
profitable transactions
Average Return
15.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.64%
6-Month Return▲ 7.53%
12-Month Return▲ 3.81%
YTD Return▲ 10.65%
Total Return▲ 102.31%

Best Trade

Opened at
Closed at-
Gain▲ 501.20%

Bio

diversified, conservative, with a few high flyers

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 2.60%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.40%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.78%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.39%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.37%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.57%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 0.57%
Nov 2025
▲ 0.81%
▲ 0.15%
▼ 1.60%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 2.60%
▲ 9.25%▲ 5.14%▲ 2.40%
▲ 7.60%▲ 2.30%▼ 1.78%
▲ 2.76%▲ 2.05%▲ 3.39%
▲ 12.88%▲ 3.56%▲ 5.37%
▲ 10.96%▲ 2.38%▲ 1.57%
▼ 3.44%▲ 0.19%▼ 0.57%
▲ 0.81%▲ 0.15%▼ 1.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Netflix
3.93%
▼ 7.20%
13
Sell
Dec 05, 2025
Eaton
8.66%
▲ 24.39%
74
Sell
Dec 02, 2025
Siemens AG
6.28%
▲ 13.98%
17
Sell
Dec 02, 2025
Airbus SE
5.92%
▲ 42.75%
8
Sell
Dec 02, 2025
Rolls-Royce
2.52%
▼ 5.26%
6
Sell
Dec 02, 2025
Siemens Energy AG Unsponsored ADR
8.13%
▲ 2.95%
2
Buy
Dec 02, 2025
Welltower
7.38%
▲ 4.39%
5
Sell
Nov 24, 2025
Micron
8.48%
▲ 9.81%
5
Buy
Nov 24, 2025
iShares MSCI Eurozone ETF
0%
▲ 19.28%
11
Sell
Nov 20, 2025
Global X DAX Germany ETF
0%
▲ 13.64%
13
Sell
Nov 12, 2025
Warner Bros
▼ 2.12%
2
Close
Nov 12, 2025
Paramount Skydance
0%
▲ 32.42%
6
Sell
Nov 03, 2025
Quanta Services
▲ 7.95%
2
Close
Nov 03, 2025
Apple
11.65%
▲ 25.40%
31
Sell
Oct 17, 2025
Costco
10.43%
▲ 39.39%
50
Buy
Sep 29, 2025
Schneider Electric SE
▲ 4.17%
16
Close
Sep 23, 2025
GE Aerospace
10.04%
▲ 195.95%
51
Buy
Sep 18, 2025
International Business Machines
▼ 4.68%
16
Close
Sep 09, 2025
Oklo Inc
▲ 1.77%
4
Close
Sep 09, 2025
SPDR Gold Shares
7.66%
▲ 33.74%
24
Sell
Aug 11, 2025