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Gary's Portfolio - New Portfolio
gary moogk
Gary's PortfolioIndividual Investor
Ranked #300,370 out of 812,492 TipRanks' Investors
Success Rate
265 out of 514
profitable transactions
profitable transactions
Average Return
14.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Returnâ–² 1.24%
6-Month Returnâ–¼ 2.13%
12-Month Returnâ–² 22.28%
YTD Returnâ–² 5.44%
Total Returnâ–² 93.09%
Best Trade
Bio
diversified, conservative, with a few high flyers
Performance
27.87%0-27.87%
â–² 6.03%
â–² 2.69%
â–² 7.30%
Jan 2025
â–¼ 12.86%
â–¼ 1.27%
â–¼ 4.22%
Feb 2025
â–¼ 1.80%
â–¼ 5.57%
â–¼ 9.28%
Mar 2025
â–² 1.84%
â–¼ 0.87%
â–² 6.24%
Apr 2025
â–² 12.20%
â–² 6.28%
â–² 2.60%
May 2025
â–² 6.24%
â–² 5.14%
â–² 2.40%
Jun 2025
â–² 27.87%
â–² 2.30%
â–¼ 1.78%
Jul 2025
â–² 1.33%
â–² 0.03%
â–² 3.16%
Aug 2025
â–² 6.03%â–² 2.69%â–² 7.30%
â–¼ 12.86%â–¼ 1.27%â–¼ 4.22%
â–¼ 1.80%â–¼ 5.57%â–¼ 9.28%
â–² 1.84%â–¼ 0.87%â–² 6.24%
â–² 12.20%â–² 6.28%â–² 2.60%
â–² 6.24%â–² 5.14%â–² 2.40%
â–² 27.87%â–² 2.30%â–¼ 1.78%
â–² 1.33%â–² 0.03%â–² 3.16%
Recent Activity
Eaton
9.67%
â–² 29.34%
69
Buy
Aug 08, 2025
Apple
3.06%
â–² 5.21%
24
Buy
Aug 08, 2025
SPDR Gold Shares
9.13%
â–² 8.34%
23
Sell
Aug 08, 2025
International Business Machines
9.12%
â–¼ 11.96%
11
Buy
Aug 08, 2025
Barclays
―
â–² 4.31%
2
Close
Aug 05, 2025
iShares MSCI Eurozone ETF
8.15%
â–² 12.56%
9
Sell
Aug 01, 2025
Global X DAX Germany ETF
8.11%
â–² 14.68%
11
Sell
Aug 01, 2025
Siemens AG
8.16%
â–² 13.88%
14
Sell
Aug 01, 2025
Schneider Electric SE
0%
â–² 3.63%
15
Open
Aug 01, 2025
Costco
10.8%
â–² 54.69%
49
Buy
Jul 23, 2025
Wells Fargo
―
â–¼ 3.23%
2
Close
Jul 15, 2025
Oklo Inc
―
â–¼ 1.06%
2
Close
Jun 27, 2025
Netflix
9.83%
â–² 19.26%
6
Buy
Jun 24, 2025
GE Aerospace
11.37%
â–² 197.69%
49
Sell
Jun 23, 2025
Airbus SE
6.83%
â–² 27.97%
5
Sell
Jun 23, 2025
Eli Lilly & Co
―
â–² 51.29%
49
Close
May 16, 2025
CrowdStrike Holdings
―
â–² 4.06%
21
Close
May 05, 2025
Honeywell International
―
â–¼ 8.40%
37
Close
Apr 16, 2025
Constellation Energy Corporation
―
â–¼ 3.86%
32
Close
Apr 16, 2025
VanEck Gold Miners ETF
―
â–² 12.92%
3
Close
Apr 16, 2025