Moy Wealth agg model - New Portfolio
Kerry Moy
Moy Wealth agg modelIndividual Investor
Ranked #8,590 out of 859,299 TipRanks' Investors
Success Rate
63 out of 100
profitable transactions
profitable transactions
Average Return
179.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.04%
6-Month Return▲ 5.28%
12-Month Return▲ 41.55%
YTD Return▲ 2.42%
Total Return▲ 182.40%
Best Trade
Bio
Conservative growth
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.86%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.76%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.36%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.97%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.98%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.20%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.28%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 8.47%
Apr 2026
▲ 12.88%▲ 3.56%▲ 5.86%
▲ 10.96%▲ 2.38%▲ 0.76%
▼ 3.68%▲ 0.19%▼ 0.36%
▼ 0.10%▲ 0.08%▲ 1.97%
▲ 4.06%▲ 1.47%▲ 1.98%
▼ 1.12%▼ 0.86%▼ 1.20%
▲ 0.60%▼ 4.94%▼ 6.28%
▲ 12.62%▲ 7.63%▲ 8.47%
Recent Activity
AstraZeneca
―
▲ 77.64%
2
Close
Jan 30, 2026
AstraZeneca
0.24%
▲ 8.67%
1
Open
Jan 30, 2026
TSMC
1.77%
▲ 175.77%
1
Open
Mar 26, 2024
Etsy
―
▼ 61.51%
2
Close
Mar 20, 2024
Block
―
▼ 67.45%
3
Close
Mar 20, 2024
Twilio
―
▼ 81.36%
3
Close
Mar 20, 2024
Avalara
―
▼ 44.41%
2
Close
Oct 18, 2022
EOG Resources
0.31%
▲ 133.43%
1
Open
Aug 04, 2021
Stoneco
0.03%
▲ 27.72%
4
Open
Aug 04, 2021
Shopify
2.74%
▲ 5.40%
2
Buy
Aug 04, 2021
Boston Scientific
0.15%
▲ 45.98%
1
Open
Aug 04, 2021
Adobe
0.55%
▼ 54.02%
2
Buy
Aug 04, 2021
Starbucks
0.23%
▲ 6.47%
4
Buy
Aug 04, 2021
Coinbase Global
0.43%
▼ 19.83%
1
Open
Aug 04, 2021
Amgen
―
▲ 4.07%
3
Close
Aug 04, 2021
DXC Technology
―
▲ 100.41%
3
Close
Aug 04, 2021
Intuitive Surgical
―
▲ 107.19%
3
Close
Aug 04, 2021
Honeywell International
―
▲ 69.90%
3
Close
Aug 04, 2021
Crispr Therapeutics AG
0.13%
▼ 56.07%
1
Open
Jun 22, 2021
DraftKings
0.05%
▼ 52.87%
1
Open
Jun 22, 2021