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Gary's Portfolio - New Portfolio
gary moogk
Gary's PortfolioIndividual Investor
Ranked #115,735 out of 766,001 TipRanks' Investors
Success Rate
223 out of 375
profitable transactions
profitable transactions
Average Return
21.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.14%
6-Month Return▲ 27.84%
12-Month Return▲ 65.23%
YTD Return▲ 48.79%
Total Return▲ 90.92%
Best Trade
Bio
diversified, conservative, with a few high flyers
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 2.42%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.33%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.46%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.14%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.28%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.91%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.95%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 5.91%
Nov 2024
▼ 12.40%▼ 4.03%▲ 2.42%
▲ 11.46%▲ 5.06%▲ 7.33%
▼ 2.25%▲ 3.53%▲ 1.46%
▲ 25.72%▲ 1.21%▲ 1.14%
▼ 4.22%▲ 2.34%▲ 4.28%
▲ 7.82%▲ 2.10%▲ 8.91%
▲ 6.02%▼ 0.89%▼ 0.95%
▲ 5.59%▲ 5.20%▲ 5.91%
Recent Activity
Dominion Energy
6.84%
▼ 1.13%
5
Buy
Nov 07, 2024
Nio
―
▼ 26.50%
8
Close
Nov 06, 2024
Eli Lilly & Co
11.23%
▲ 91.68%
33
Buy
Nov 06, 2024
Nvidia
7.62%
▲ 106.24%
19
Sell
Nov 06, 2024
Cameco
5.22%
▲ 4.20%
3
Buy
Nov 05, 2024
Constellation Energy Corporation
10.89%
▲ 15.64%
24
Buy
Nov 04, 2024
Apple
8.03%
▲ 3.86%
19
Sell
Nov 04, 2024
Microsoft
7.59%
▲ 18.94%
30
Sell
Oct 31, 2024
Eaton
13.54%
▲ 66.98%
55
Buy
Oct 28, 2024
Costco
11.78%
▲ 77.21%
34
Sell
Oct 28, 2024
GE Aerospace
10.81%
▲ 122.43%
39
Sell
Oct 28, 2024
GE Vernova Inc.
―
▲ 94.49%
5
Close
Sep 30, 2024
NextEra Energy
―
▲ 30.53%
26
Close
Sep 23, 2024
Honeywell International
―
▼ 5.13%
20
Close
Aug 12, 2024
Viking Therapeutics
―
▼ 20.30%
4
Close
Aug 06, 2024
Brookfield Renewable
―
▼ 8.53%
15
Close
Aug 06, 2024
Freeport-McMoRan
―
▲ 4.44%
2
Close
Jun 20, 2024
CrowdStrike Holdings
―
▲ 2.65%
19
Close
May 24, 2024
Palo Alto Networks
―
▲ 67.27%
22
Close
May 24, 2024
iShares MSCI USA Momentum Factor ETF
―
▲ 23.88%
1
Close
Feb 05, 2024