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Gary's Portfolio - New Portfolio
gary moogk
Gary's PortfolioIndividual Investor
Ranked #249,810 out of 790,764 TipRanks' Investors
Success Rate
218 out of 433
profitable transactions
profitable transactions
Average Return
14.11%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 10.66%
6-Month Return▲ 6.77%
12-Month Return▲ 29.53%
YTD Return▼ 4.17%
Total Return▲ 77.24%
Best Trade
Bio
diversified, conservative, with a few high flyers
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 4.28%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 8.91%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.17%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.09%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.90%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.22%
Feb 2025
▲ 2.09%
▼ 3.07%
▼ 6.34%
Mar 2025
▼ 13.14%▲ 2.34%▲ 4.28%
▲ 2.93%▲ 2.10%▲ 8.91%
▲ 10.00%▼ 0.89%▼ 2.17%
▲ 26.01%▲ 5.96%▲ 8.09%
▲ 5.96%▼ 2.41%▼ 3.90%
▲ 5.25%▲ 2.69%▲ 6.82%
▼ 12.86%▼ 1.27%▼ 4.22%
▲ 2.09%▼ 3.07%▼ 6.34%
Recent Activity
iShares MSCI Eurozone ETF
7.78%
▲ 0.81%
3
Buy
Mar 11, 2025
Honeywell International
11.56%
▼ 2.99%
33
Sell
Mar 10, 2025
Eli Lilly & Co
11.88%
▲ 78.92%
42
Sell
Mar 10, 2025
Costco
9.11%
▲ 67.31%
42
Sell
Mar 10, 2025
GE Aerospace
9.08%
▲ 124.40%
43
Sell
Mar 10, 2025
Constellation Energy Corporation
0%
▼ 0.11%
31
Sell
Mar 10, 2025
Global X DAX Germany ETF
2.94%
0.00%
2
Buy
Mar 10, 2025
Siemens AG
1.06%
0.00%
2
Buy
Mar 10, 2025
SPDR Gold Shares
7.34%
0.00%
1
Open
Mar 10, 2025
Eaton
13.52%
▲ 28.31%
60
Buy
Mar 06, 2025
Salesforce
0%
▼ 14.16%
12
Sell
Mar 03, 2025
Nvidia
0%
▲ 25.39%
30
Sell
Jan 28, 2025
Vertiv Holdings
―
▼ 13.69%
9
Close
Jan 28, 2025
Cameco
―
▼ 4.79%
12
Close
Jan 17, 2025
Dominion Energy
―
▼ 6.06%
10
Close
Jan 02, 2025
Microsoft
0%
▲ 11.16%
31
Sell
Nov 19, 2024
Apple
0%
▲ 9.53%
23
Sell
Nov 19, 2024
Nio
―
▼ 26.50%
8
Close
Nov 06, 2024
GE Vernova Inc.
―
▲ 94.49%
5
Close
Sep 30, 2024
NextEra Energy
―
▲ 30.53%
26
Close
Sep 23, 2024