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Gary's Portfolio - New Portfolio
gary moogk
Gary's PortfolioIndividual Investor
Ranked #151,945 out of 775,923 TipRanks' Investors
Success Rate
220 out of 393
profitable transactions
profitable transactions
Average Return
19.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.78%
6-Month Return▲ 17.79%
12-Month Return▲ 46.34%
YTD Return▲ 45.91%
Total Return▲ 87.23%
Best Trade
Bio
diversified, conservative, with a few high flyers
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.33%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.46%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.14%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.28%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.91%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.15%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.09%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.74%
Dec 2024
▲ 11.46%▲ 5.06%▲ 7.33%
▼ 2.25%▲ 3.53%▲ 1.46%
▲ 25.71%▲ 1.21%▲ 1.14%
▼ 4.22%▲ 2.34%▲ 4.28%
▲ 7.82%▲ 2.10%▲ 8.91%
▲ 5.38%▼ 0.89%▼ 2.15%
▲ 43.22%▲ 5.96%▲ 8.09%
▲ 3.34%▼ 1.56%▼ 2.74%
Recent Activity
Eaton
10.3%
▲ 55.87%
56
Sell
Dec 19, 2024
Eli Lilly & Co
10.14%
▲ 72.31%
35
Sell
Dec 19, 2024
Costco
10.15%
▲ 73.79%
37
Sell
Dec 19, 2024
GE Aerospace
8%
▲ 102.64%
41
Sell
Dec 19, 2024
Nvidia
10.53%
▲ 62.78%
23
Sell
Dec 19, 2024
Constellation Energy Corporation
6.54%
▲ 10.11%
25
Sell
Dec 19, 2024
Cameco
6.7%
▼ 3.30%
10
Sell
Dec 19, 2024
Vertiv Holdings
0%
▼ 9.00%
6
Sell
Dec 19, 2024
Dominion Energy
0%
▼ 7.33%
9
Sell
Dec 09, 2024
Honeywell International
―
▼ 4.64%
22
Close
Nov 21, 2024
Microsoft
0%
▲ 23.15%
31
Sell
Nov 19, 2024
Apple
0%
▲ 16.46%
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
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