gary moogk - Gary's Portfolio
Portfolio Gain
1-Month Returnâ–²0.31%
6-Month Returnâ–²1.90%
12-Month Returnâ–²10.19%
YTD Returnâ–²11.71%
Total Returnâ–²129.62%
Best Trade
Bio
diversified, conservative, with a few high flyers
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 9.19%â–² 6.85%â–² 3.31%â–² 1.08%â–¼ 1.25%â–² 1.97%â–¼ 3.60%â–¼ 0.67%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
GEVGE Vernova Inc. | 1.97% | â–²7.24% | 21 | Sell | Nov 03, 2026 | |
CEGConstellation Energy Corporation | 2.03% | â–¼3.77% | 42 | Sell | Nov 03, 2026 | |
JNJJohnson & Johnson | 2.14% | â–¼0.97% | 1 | Open | Oct 30, 2026 | |
AZNAstraZeneca | 0% | â–¼0.04% | 1 | Open | Oct 30, 2026 | |
PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | 8.08% | â–¼2.78% | 32 | Buy | Oct 29, 2026 | |
CRWDCrowdStrike Holdings | 0% | â–²3.38% | 24 | Sell | Oct 29, 2026 | |
NVDANvidia | 0% | â–²21.87% | 39 | Sell | Oct 29, 2026 | |
IHEiShares U.S. Pharmaceuticals ETF | 4.36% | â–²3.29% | 2 | Buy | Oct 28, 2026 | |
COSTCostco | 7.36% | â–²51.16% | 61 | Buy | Sep 30, 2026 | |
PANWPalo Alto Networks | — | ▲62.46% | 24 | Close | Sep 25, 2026 | |
RYRoyal Bank Of Canada | 0% | â–¼0.01% | 16 | Sell | Sep 25, 2026 | |
SAABYSaab AB Unsponsored ADR | 15.69% | â–²2.71% | 15 | Buy | Sep 24, 2026 | |
NFLXNetflix | 0% | â–¼22.62% | 31 | Sell | Sep 22, 2026 | |
SKHYSK Hynix | 0% | â–¼21.56% | 1 | Open | Sep 10, 2026 | |
JJacobs Solutions | — | ▼8.02% | 25 | Close | Sep 08, 2026 | |
CCitigroup | 0% | â–¼7.73% | 8 | Sell | Aug 20, 2026 | |
LLYEli Lilly & Co | 16.43% | â–²47.25% | 56 | Sell | Aug 19, 2026 | |
GEGE Aerospace | 12.41% | â–²166.38% | 65 | Buy | Jul 16, 2026 | |
SMERYSiemens Energy | — | ▲24.18% | 13 | Close | Jun 30, 2026 | |
DVNDevon Energy | — | ▼13.77% | 16 | Close | Jun 30, 2026 |