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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #214,175 out of 769,002 TipRanks' Investors
Success Rate
58%
46 out of 79
profitable transactions
Average Return
10.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.86%
6-Month Return-
12-Month Return-
YTD Return▲ 13.92%
Total Return▲ 13.92%

Best Trade

Opened at
Closed at-
Gain▲ 129.99%

Bio

Just a guy trying to figure out how to be happy on this planet.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.11%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.43%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.05%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.48%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.70%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 8.83%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 0.11%
▲ 25.72%▲ 1.21%▲ 1.43%
▼ 4.22%▲ 2.34%▼ 2.05%
▲ 7.82%▲ 2.10%▲ 2.48%
▲ 5.70%▼ 0.89%▲ 2.70%
▲ 21.94%▲ 3.81%▲ 8.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
East West Bancorp
0.25%
▲ 28.47%
3
Buy
Nov 18, 2024
ML Capital Group
0.00%
3
Close
Nov 18, 2024
Evolent Health
21.4%
▼ 8.05%
1
Buy
Nov 15, 2024
Celsius Holdings
14.34%
▼ 20.96%
4
Buy
Nov 14, 2024
Silvaco Group, Inc.
0.02%
▲ 8.96%
3
Sell
Nov 14, 2024
Webster Financial
0.35%
▲ 26.94%
3
Buy
Nov 13, 2024
Rithm Capital
1.18%
▲ 6.16%
4
Buy
Nov 04, 2024
Delta Air Lines
0.75%
▲ 15.83%
7
Buy
Nov 01, 2024
Tenaya Therapeutics
0.01%
▲ 29.90%
2
Sell
Oct 17, 2024
Cabaletta Bio
0.01%
▼ 46.64%
1
Buy
Oct 11, 2024
Schlumberger
0.51%
▼ 1.52%
3
Buy
Oct 10, 2024
Symbotic
0.08%
▲ 34.94%
3
Sell
Oct 10, 2024
UTZ Brands
0.02%
▲ 5.70%
3
Buy
Oct 02, 2024
Frontline
0.56%
▼ 25.12%
6
Buy
Sep 30, 2024
Vistra Energy
0.38%
▲ 55.77%
2
Buy
Sep 29, 2024
Copa Holdings
2.26%
▲ 17.65%
4
Buy
Sep 15, 2024
T Mobile US
0.27%
▲ 31.44%
2
Buy
Sep 11, 2024
Chord Energy
0.31%
▼ 21.86%
3
Buy
Sep 04, 2024
A10 Networks
0.73%
▲ 22.58%
5
Buy
Sep 04, 2024
Permian Resources
0.54%
▼ 0.30%
4
Buy
Aug 27, 2024