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Gary's Portfolio - New Portfolio

gary moogk

Gary's Portfolio
Individual Investor
Ranked #310,132 out of 849,613 TipRanks' Investors
Success Rate
54%
307 out of 572
profitable transactions
Average Return
17.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.65%
6-Month Return▲ 13.88%
12-Month Return▲ 10.86%
YTD Return▲ 6.18%
Total Return▲ 115.83%

Best Trade

Opened at
Closed at-
Gain▲ 589.18%

Bio

diversified, conservative, with a few high flyers

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 0.56%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.15%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 6.18%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▼ 0.56%
▼ 0.10%▲ 0.08%▼ 1.15%
▲ 3.05%▲ 1.43%▲ 6.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR Gold Shares
9.4%
▲ 40.41%
27
Buy
Jan 15, 2026
GE Aerospace
11.41%
▲ 226.73%
52
Buy
Jan 09, 2026
Welltower
9.95%
▼ 0.12%
9
Buy
Jan 09, 2026
Apple
0%
▲ 14.94%
32
Sell
Jan 07, 2026
Netflix
▼ 15.76%
15
Close
Jan 02, 2026
Paramount Skydance
▲ 31.09%
7
Close
Jan 02, 2026
JPMorgan BetaBuilders Canada ETF
7.4%
▲ 1.58%
4
Buy
Jan 02, 2026
Costco
11.27%
▲ 48.51%
51
Buy
Dec 30, 2025
Eaton
0%
▲ 24.09%
76
Sell
Dec 29, 2025
Micron
12.79%
▲ 61.86%
6
Buy
Dec 22, 2025
Rolls-Royce
7.38%
▲ 14.04%
9
Buy
Dec 14, 2025
Airbus SE
6.85%
▲ 45.70%
9
Buy
Dec 10, 2025
Siemens AG
6.23%
▲ 26.56%
18
Sell
Dec 09, 2025
Siemens Energy AG Unsponsored ADR
8.7%
▲ 19.04%
2
Buy
Dec 02, 2025
iShares MSCI Eurozone ETF
0%
▲ 25.60%
11
Sell
Nov 20, 2025
Global X DAX Germany ETF
0%
▲ 19.45%
13
Sell
Nov 12, 2025
Warner Bros
▼ 2.12%
2
Close
Nov 12, 2025
Quanta Services
▲ 7.95%
2
Close
Nov 03, 2025
Schneider Electric SE
▲ 4.17%
16
Close
Sep 23, 2025
International Business Machines
▼ 4.68%
16
Close
Sep 09, 2025