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Gary's Portfolio - New Portfolio
gary moogk
Gary's PortfolioIndividual Investor
Ranked #318,288 out of 790,959 TipRanks' Investors
Success Rate
196 out of 435
profitable transactions
profitable transactions
Average Return
11.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 14.52%
6-Month Return▲ 1.53%
12-Month Return▲ 23.17%
YTD Return▼ 8.09%
Total Return▲ 68.53%
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%
▼ 2.53%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.09%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 4.37%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 7.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.22%
Feb 2025
▲ 2.09%
▼ 3.07%
▼ 10.38%
Mar 2025
▼ 13.14%▲ 2.34%▲ 4.28%
▲ 2.93%▲ 2.10%▲ 8.91%
▲ 10.00%▼ 0.89%▼ 2.53%
▲ 26.01%▲ 5.96%▲ 8.09%
▲ 5.96%▼ 2.41%▼ 4.37%
▲ 5.25%▲ 2.69%▲ 7.07%
▼ 12.86%▼ 1.27%▼ 4.22%
▲ 2.09%▼ 3.07%▼ 10.38%
Recent Activity
iShares MSCI Eurozone ETF
7.71%
▼ 1.78%
3
Buy
Mar 11, 2025
Honeywell International
11.71%
▼ 3.16%
33
Sell
Mar 10, 2025
Eli Lilly & Co
11.53%
▲ 70.72%
42
Sell
Mar 10, 2025
Costco
8.98%
▲ 62.12%
42
Sell
Mar 10, 2025
GE Aerospace
9.15%
▲ 123.17%
43
Sell
Mar 10, 2025
Constellation Energy Corporation
0%
▼ 4.75%
31
Sell
Mar 10, 2025
Global X DAX Germany ETF
2.91%
▼ 2.91%
2
Buy
Mar 10, 2025
Siemens AG
1.04%
▼ 3.81%
2
Buy
Mar 10, 2025
SPDR Gold Shares
7.4%
0.00%
1
Open
Mar 10, 2025
Eaton
13.39%
▲ 25.91%
60
Buy
Mar 06, 2025
Salesforce
0%
▼ 17.19%
12
Sell
Mar 03, 2025
Nvidia
0%
▲ 19.04%
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%
▲ 7.44%
31
Sell
Nov 19, 2024
Apple
0%
▲ 4.22%
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