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CMA-Edge - New Portfolio
Buckles
CMA-EdgeIndividual Investor
Ranked #51,330 out of 761,825 TipRanks' Investors
Success Rate
74 out of 109
profitable transactions
profitable transactions
Average Return
22.59%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.32%
6-Month Return▲ 35.72%
12-Month Return▲ 79.68%
YTD Return▲ 57.61%
Total Return▲ 127.37%
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%
▲ 5.05%
▲ 3.27%
▲ 0.18%
Mar 2024
▼ 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
▼ 4.21%
▲ 2.34%
▲ 5.86%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 5.05%
Sep 2024
▲ 8.83%
▲ 1.50%
▲ 5.19%
Oct 2024
▲ 5.05%▲ 3.27%▲ 0.18%
▼ 12.40%▼ 4.03%▼ 4.35%
▲ 11.46%▲ 5.06%▲ 4.29%
▼ 2.25%▲ 3.53%▲ 9.89%
▲ 25.72%▲ 1.21%▼ 1.55%
▼ 4.21%▲ 2.34%▲ 5.86%
▲ 7.81%▲ 2.10%▲ 5.05%
▲ 8.83%▲ 1.50%▲ 5.19%
Recent Activity
Microsoft
14.59%
▼ 0.28%
9
Buy
Oct 17, 2024
Abbott Laboratories
4.15%
▲ 5.77%
2
Buy
Oct 17, 2024
VanEck Investment Grade Floating Rate ETF
3.87%
▼ 0.69%
7
Buy
Oct 17, 2024
Palantir Technologies
2.49%
▲ 109.14%
25
Sell
Oct 16, 2024
Qualcomm
0.02%
▼ 1.75%
3
Sell
Oct 16, 2024
Taiwan Semiconductor Manufacturing
9.39%
▲ 60.68%
9
Buy
Oct 11, 2024
Merck & Company
2.54%
▼ 3.00%
2
Buy
Oct 08, 2024
HSBC Holdings
2.12%
▼ 3.17%
5
Buy
Oct 01, 2024
Halliburton
1.65%
▼ 29.57%
3
Buy
Sep 24, 2024
Alphabet Class C
3.84%
▲ 9.70%
7
Buy
Sep 15, 2024
Molson Coors
2.6%
▲ 2.43%
1
Buy
Sep 11, 2024
Johnson & Johnson
1.94%
▲ 7.24%
5
Buy
Sep 09, 2024
iShares Commodity Curve Carry Strategy ETF
1.2%
▲ 2.38%
5
Buy
Sep 05, 2024
Visa
3.38%
▲ 13.86%
3
Buy
Sep 02, 2024
Uber Technologies
2.75%
▲ 8.97%
9
Buy
Aug 30, 2024
Dell Technologies
2.93%
▲ 13.77%
1
Buy
Aug 30, 2024
Vertiv Holdings
―
▼ 11.24%
9
Sell
Aug 28, 2024
Alibaba
―
▼ 0.04%
2
Close
Aug 28, 2024
Quanta Services
3.64%
▲ 24.29%
3
Sell
Aug 26, 2024
Amazon
4.38%
▼ 1.93%
7
Buy
Aug 26, 2024