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CMA-Edge - New Portfolio
Buckles
CMA-EdgeIndividual Investor
Ranked #51,636 out of 769,002 TipRanks' Investors
Success Rate
81 out of 123
profitable transactions
profitable transactions
Average Return
29.24%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.28%
6-Month Return▲ 35.73%
12-Month Return▲ 67.66%
YTD Return▲ 69.07%
Total Return▲ 143.91%
Best Trade
Bio
Long-term investor (10-30yr horizon) with high risk tolerance, interested in balancing income stocks with bluechips and high-growth tech plays. The majority of my portfolio is in: Tech, Financials, Industrials, Energy and Healthcare.
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.29%
May 2024
▼ 2.25%
▲ 3.53%
▲ 9.89%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.76%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.05%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.22%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 9.43%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.35%
▲ 11.46%▲ 5.06%▲ 4.29%
▼ 2.25%▲ 3.53%▲ 9.89%
▲ 25.72%▲ 1.21%▼ 1.55%
▼ 4.22%▲ 2.34%▲ 5.76%
▲ 7.82%▲ 2.10%▲ 5.05%
▲ 5.70%▼ 0.89%▲ 3.22%
▲ 21.94%▲ 3.81%▲ 9.43%
Recent Activity
Sunoco
9.07%
▼ 0.53%
5
Buy
Nov 20, 2024
Procter & Gamble
5.35%
▲ 0.10%
3
Buy
Nov 15, 2024
Abbott Laboratories
2.9%
▲ 1.25%
4
Buy
Nov 15, 2024
Palantir Technologies
―
▲ 190.75%
26
Sell
Nov 10, 2024
Uber Technologies
―
▲ 6.55%
11
Close
Nov 10, 2024
iShares Commodity Curve Carry Strategy ETF
―
▲ 2.87%
6
Close
Nov 10, 2024
Molson Coors
―
▲ 8.85%
2
Sell
Nov 10, 2024
Microsoft
9.36%
▲ 1.10%
10
Sell
Nov 08, 2024
Alphabet Class C
2.56%
▲ 13.85%
9
Sell
Nov 08, 2024
Taiwan Semiconductor Manufacturing
16.14%
▲ 48.10%
10
Sell
Nov 08, 2024
Nvidia
0.61%
▲ 40.39%
7
Sell
Nov 08, 2024
Johnson & Johnson
5.94%
▼ 0.17%
6
Sell
Nov 08, 2024
Visa
3.04%
▲ 20.53%
4
Sell
Nov 08, 2024
GE Aerospace
1.44%
▲ 1.83%
3
Sell
Nov 08, 2024
JPMorgan Chase & Co.
7.01%
▲ 13.41%
3
Sell
Nov 08, 2024
Verizon
5.3%
▲ 2.99%
3
Sell
Nov 08, 2024
HSBC Holdings
10.44%
▲ 0.89%
6
Sell
Nov 08, 2024
VanEck Investment Grade Floating Rate ETF
12.05%
▼ 0.27%
11
Sell
Nov 08, 2024
Halliburton
2.38%
▼ 24.12%
4
Sell
Nov 08, 2024
Merck & Company
3.59%
▼ 13.88%
3
Sell
Nov 08, 2024