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Gary's Portfolio - New Portfolio

gary moogk

Gary's Portfolio
Individual Investor
Ranked #318,314 out of 827,514 TipRanks' Investors
Success Rate
52%
282 out of 539
profitable transactions
Average Return
16.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.71%
6-Month Return▲ 17.37%
12-Month Return▲ 10.51%
YTD Return▲ 13.98%
Total Return▲ 108.73%

Best Trade

Opened at
Closed at-
Gain▲ 560.48%

Bio

diversified, conservative, with a few high flyers

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 6.24%
Apr 2025
▲ 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
▼ 4.30%
▼ 1.63%
▲ 0.78%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 6.24%
▲ 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%
▼ 4.30%▼ 1.63%▲ 0.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Welltower
0%
0.00%
1
Open
Nov 09, 2025
Warner Bros
0%
▲ 1.37%
1
Open
Nov 07, 2025
Netflix
10.88%
▲ 3.52%
10
Buy
Nov 03, 2025
Paramount Skydance
0%
▲ 51.09%
6
Sell
Nov 03, 2025
Quanta Services
▲ 7.95%
2
Close
Nov 03, 2025
Apple
10.82%
▲ 21.19%
31
Sell
Oct 17, 2025
Rolls-Royce
7.19%
▼ 0.04%
5
Buy
Oct 15, 2025
Eaton
10.13%
▲ 27.69%
72
Buy
Oct 02, 2025
Costco
10.26%
▲ 42.64%
50
Buy
Sep 29, 2025
Schneider Electric SE
▲ 4.17%
16
Close
Sep 23, 2025
iShares MSCI Eurozone ETF
6.68%
▲ 17.78%
10
Sell
Sep 22, 2025
Global X DAX Germany ETF
6.51%
▲ 13.15%
12
Sell
Sep 22, 2025
Siemens AG
6.98%
▲ 20.79%
15
Sell
Sep 22, 2025
Airbus SE
6.97%
▲ 51.87%
7
Sell
Sep 22, 2025
GE Aerospace
10.6%
▲ 225.14%
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
7.21%
▲ 30.95%
24
Sell
Aug 11, 2025
Barclays
▲ 4.31%
2
Close
Aug 05, 2025
Wells Fargo
▼ 3.23%
2
Close
Jul 15, 2025