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New Portfolio - New Portfolio

PerformancePortfolio Details

Casey Orne Gehrer

New Portfolio
Individual Investor
Ranked #276,371 out of 858,885 TipRanks' Investors
Success Rate
90%
9 out of 10
profitable transactions
Average Return
13.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.53%
6-Month Return▲ 2.08%
12-Month Return▲ 53.50%
YTD Return▲ 15.91%
Total Return▲ 24.08%

Best Trade

AssetCognex (CGNX)
Opened at
Closed at-
Gain▲ 32.70%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 11.20%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.96%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.88%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 5.93%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.10%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 8.50%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.16%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.89%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 11.20%
▲ 10.96%▲ 2.38%▲ 1.96%
▼ 3.68%▲ 0.19%▼ 1.88%
▼ 0.10%▲ 0.08%▼ 5.93%
▲ 4.06%▲ 1.47%▲ 5.10%
▼ 1.12%▼ 0.86%▲ 8.50%
▲ 0.60%▼ 4.94%▼ 2.16%
▲ 4.89%▲ 4.48%▲ 3.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CGNX
Cognex
0%
▲ 32.70%
1
Open
Oct 18, 2024
GLDG
GoldMining
0%
▲ 31.01%
1
Open
Oct 18, 2024
MARA
MARA Holdings
0%
▼ 44.82%
1
Open
Sep 27, 2024
VBINX
Vanguard Balanced Index Fund
0%
▲ 17.81%
1
Open
Jul 28, 2024
VTI
Vanguard Total Stock Market ETF
0%
▲ 26.93%
1
Open
Jul 28, 2024
VOO
Vanguard S&P 500 ETF
0%
▲ 27.48%
1
Open
Jul 28, 2024
VTSAX
Vanguard Total Stock Market Index Fd Admiral Shs
0%
▲ 26.52%
1
Open
Jul 28, 2024
BND
Vanguard Total Bond Market ETF
0%
▲ 7.83%
1
Open
Jul 28, 2024
MUR
Murphy Oil
100%
▲ 5.49%
2
Buy
Jul 09, 2024