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Gary's Portfolio - New Portfolio
gary moogk
Gary's PortfolioIndividual Investor
Ranked #129,724 out of 744,113 TipRanks' Investors
Success Rate
184 out of 334
profitable transactions
profitable transactions
Average Return
17.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.40%
6-Month Return▲ 31.14%
12-Month Return▲ 39.63%
YTD Return▲ 29.00%
Total Return▲ 65.53%
Best Trade
Bio
diversified, conservative, with a few high flyers
Performance
14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.24%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.81%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.55%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.18%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 2.42%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.33%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.46%
Jun 2024
▲ 0.45%
▲ 0.88%
▲ 4.47%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.24%
▼ 1.87%▲ 1.59%▲ 0.81%
▲ 14.08%▲ 5.22%▲ 8.55%
▲ 5.05%▲ 3.27%▲ 1.18%
▼ 12.40%▼ 4.03%▲ 2.42%
▲ 11.46%▲ 5.06%▲ 7.33%
▼ 2.25%▲ 3.53%▲ 1.46%
▲ 0.45%▲ 0.88%▲ 4.47%
Recent Activity
Eaton
12.83%
▲ 58.14%
48
Buy
Jul 03, 2024
Eli Lilly & Co
12.95%
▲ 133.29%
26
Sell
Jul 03, 2024
GE Aerospace
13.02%
▲ 123.26%
28
Buy
Jul 03, 2024
Apple
9.86%
▲ 3.89%
5
Buy
Jul 02, 2024
Constellation Energy Corporation
3.81%
▼ 0.91%
13
Buy
Jul 01, 2024
Brookfield Renewable
0%
▼ 5.73%
14
Sell
Jul 01, 2024
NextEra Energy
3.16%
▲ 9.83%
22
Buy
Jun 28, 2024
Microsoft
13.21%
▲ 29.47%
26
Sell
Jun 21, 2024
Nvidia
12.93%
▲ 123.96%
9
Sell
Jun 21, 2024
Freeport-McMoRan
―
▲ 4.44%
2
Close
Jun 20, 2024
Costco
12.9%
▲ 66.48%
30
Sell
Jun 18, 2024
Viking Therapeutics
0%
▼ 24.57%
3
Sell
Jun 07, 2024
CrowdStrike Holdings
―
▲ 2.65%
19
Close
May 24, 2024
Palo Alto Networks
―
▲ 67.27%
22
Close
May 24, 2024
GE Vernova Inc.
0%
▲ 31.71%
4
Sell
Apr 15, 2024
iShares MSCI USA Momentum Factor ETF
―
▲ 14.49%
1
Close
Feb 05, 2024
Vanguard U.S. Momentum Factor ETF
―
▲ 10.01%
1
Close
Feb 05, 2024
Vanguard Dividend Appreciation ETF
―
▲ 6.86%
1
Close
Feb 05, 2024
Tesla
0%
▲ 7.27%
22
Sell
Jan 22, 2024
BYD Company
―
▲ 1.10%
2
Close
Nov 20, 2023