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Gary's Portfolio - New Portfolio

gary moogk

Gary's Portfolio
Individual Investor
Ranked #238,720 out of 723,149 TipRanks' Investors
Success Rate
48%
139 out of 292
profitable transactions
Average Return
12.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.76%
6-Month Return▲ 27.52%
12-Month Return▲ 35.52%
YTD Return▲ 11.36%
Total Return▲ 42.89%

Best Trade

Opened at
Closed at-
Gain▲ 200.79%

Bio

diversified, conservative, with a few high flyers

Performance

14.08%0-14.08%
▼ 8.63%
▼ 1.63%
▼ 1.42%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 3.70%
Sep 2023
▼ 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
▲ 1.35%
▲ 3.29%
▲ 1.76%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 1.42%
▼ 4.52%▼ 4.74%▼ 3.70%
▼ 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%
▲ 1.35%▲ 3.29%▲ 1.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Eli Lilly & Co
18.24%
▲ 124.67%
18
Sell
Mar 28, 2024
Eaton
14.91%
▲ 59.26%
40
Sell
Mar 21, 2024
Costco
14.73%
▲ 45.63%
22
Sell
Mar 21, 2024
General Electric
17.43%
▲ 107.24%
18
Sell
Mar 21, 2024
CrowdStrike Holdings
9.29%
▼ 1.67%
14
Sell
Mar 21, 2024
Microsoft
13.18%
▲ 24.37%
16
Sell
Mar 21, 2024
Nvidia
9.97%
▲ 90.19%
4
Sell
Mar 21, 2024
Palo Alto Networks
0%
▲ 46.81%
21
Sell
Mar 06, 2024
NextEra Energy
0%
▲ 1.63%
14
Sell
Feb 14, 2024
iShares MSCI USA Momentum Factor ETF
▲ 8.40%
1
Close
Feb 05, 2024
Vanguard U.S. Momentum Factor ETF
▲ 9.98%
1
Close
Feb 05, 2024
Vanguard Dividend Appreciation ETF
▲ 5.70%
1
Close
Feb 05, 2024
Tesla
0%
▼ 21.71%
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
▼ 5.31%
21
Close
Sep 01, 2023
Merck & Company
▲ 21.51%
20
Close
Sep 01, 2023
General Motors
▼ 28.86%
23
Close
Sep 01, 2023
GE Healthcare Technologies Inc
▲ 0.53%
5
Close
Sep 01, 2023
Nextera Energy Partners
▼ 21.24%
26
Close
Aug 30, 2023