New Portfolio - New Portfolio

Casey Orne Gehrer

New Portfolio
Individual Investor
Ranked #319,710 out of 767,017 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
4.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.12%
6-Month Return▼ 5.90%
12-Month Return-
YTD Return▲ 3.18%
Total Return▲ 3.18%

Best Trade

Opened at
Closed at-
Gain▲ 45.92%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.32%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 3.47%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.62%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.03%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.51%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 3.78%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.44%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 8.80%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.32%
▲ 11.46%▲ 5.06%▼ 3.47%
▼ 2.25%▲ 3.53%▼ 3.62%
▲ 25.72%▲ 1.21%▼ 1.03%
▼ 4.22%▲ 2.34%▼ 2.51%
▲ 7.82%▲ 2.10%▼ 3.78%
▲ 6.02%▼ 0.89%▼ 1.44%
▲ 9.99%▲ 4.97%▲ 8.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cognex
0%
▲ 3.53%
1
Open
Oct 18, 2024
GoldMining
0%
▼ 3.99%
1
Open
Oct 18, 2024
Marathon Digital Holdings
0%
▲ 45.92%
1
Open
Sep 27, 2024
Vanguard Balanced Index Fund
0%
▲ 6.37%
1
Open
Jul 28, 2024
Vanguard Total Stock Market ETF
0%
▲ 10.22%
1
Open
Jul 28, 2024
Vanguard S&P 500 ETF
0%
▲ 9.94%
1
Open
Jul 28, 2024
Vanguard Total Stock Market Index Fd Admiral Shs
0%
▲ 10.20%
1
Open
Jul 28, 2024
Vanguard Total Bond Market ETF
0%
▲ 0.50%
1
Open
Jul 28, 2024
Murphy Oil
100%
▼ 18.14%
2
Buy
Jul 09, 2024