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Gary's Portfolio - New Portfolio

gary moogk

Gary's Portfolio
Individual Investor
Ranked #151,271 out of 734,495 TipRanks' Investors
Success Rate
53%
163 out of 308
profitable transactions
Average Return
15.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.32%
6-Month Return▲ 30.63%
12-Month Return▲ 47.27%
YTD Return▲ 19.70%
Total Return▲ 53.59%

Best Trade

Opened at
Closed at-
Gain▲ 242.90%

Bio

diversified, conservative, with a few high flyers

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 2.13%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.25%
Nov 2023
▲ 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
▲ 3.04%
▲ 4.25%
▲ 5.56%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 2.13%
▲ 9.22%▲ 9.13%▲ 12.25%
▲ 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%
▲ 3.04%▲ 4.25%▲ 5.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Constellation Energy Corporation
▲ 1.94%
2
Close
May 14, 2024
Costco
14.05%
▲ 56.81%
24
Sell
May 13, 2024
NextEra Energy
3.65%
▲ 20.60%
15
Buy
May 13, 2024
Eli Lilly & Co
14.64%
▲ 115.62%
20
Sell
Apr 25, 2024
Microsoft
14.79%
▲ 18.88%
21
Buy
Apr 25, 2024
Viking Therapeutics
5.98%
▲ 16.59%
2
Buy
Apr 25, 2024
GE Aerospace
15.08%
▲ 123.91%
21
Buy
Apr 23, 2024
CrowdStrike Holdings
0%
▲ 1.77%
18
Sell
Apr 23, 2024
Nvidia
12.09%
▲ 65.20%
6
Buy
Apr 20, 2024
Eaton
15.24%
▲ 66.05%
42
Sell
Apr 15, 2024
GE Vernova Inc.
0%
▲ 28.04%
4
Sell
Apr 15, 2024
Palo Alto Networks
0%
▲ 62.45%
21
Sell
Mar 06, 2024
iShares MSCI USA Momentum Factor ETF
▲ 9.25%
1
Close
Feb 05, 2024
Vanguard U.S. Momentum Factor ETF
▲ 10.70%
1
Close
Feb 05, 2024
Vanguard Dividend Appreciation ETF
▲ 6.42%
1
Close
Feb 05, 2024
Tesla
0%
▼ 24.25%
22
Sell
Jan 22, 2024
BYD Company
▲ 1.10%
2
Close
Nov 20, 2023
Honeywell International
▼ 4.40%
18
Close
Sep 09, 2023
Ford Motor
▼ 5.32%
21
Close
Sep 01, 2023
Merck & Company
▲ 21.51%
20
Close
Sep 01, 2023