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Gary's Portfolio - New Portfolio

gary moogk

Gary's Portfolio
Individual Investor
Ranked #122,538 out of 769,002 TipRanks' Investors
Success Rate
59%
224 out of 380
profitable transactions
Average Return
20.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.12%
6-Month Return▲ 20.27%
12-Month Return▲ 55.03%
YTD Return▲ 45.34%
Total Return▲ 86.50%

Best Trade

Opened at
Closed at-
Gain▲ 274.52%

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
▲ 5.70%
▼ 0.89%
▼ 2.13%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 4.69%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 5.70%▼ 0.89%▼ 2.13%
▲ 23.63%▲ 3.84%▲ 4.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vertiv Holdings
3.48%
▲ 11.80%
2
Buy
Nov 20, 2024
Microsoft
0%
▲ 16.96%
31
Sell
Nov 19, 2024
Apple
0%
▲ 4.80%
23
Sell
Nov 19, 2024
Honeywell International
▼ 4.60%
21
Open
Nov 17, 2024
Eli Lilly & Co
11%
▲ 69.09%
34
Buy
Nov 15, 2024
Nvidia
10.53%
▲ 83.27%
21
Buy
Nov 15, 2024
Dominion Energy
6.89%
▼ 1.12%
5
Buy
Nov 07, 2024
Nio
▼ 26.50%
8
Close
Nov 06, 2024
Cameco
6.04%
▲ 14.26%
3
Buy
Nov 05, 2024
Constellation Energy Corporation
11.43%
▲ 13.99%
24
Buy
Nov 04, 2024
Eaton
13.67%
▲ 64.57%
55
Buy
Oct 28, 2024
Costco
11.9%
▲ 74.26%
34
Sell
Oct 28, 2024
GE Aerospace
10.43%
▲ 114.21%
39
Sell
Oct 28, 2024
GE Vernova Inc.
▲ 94.49%
5
Close
Sep 30, 2024
NextEra Energy
▲ 30.53%
26
Close
Sep 23, 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