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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #408,718 out of 775,913 TipRanks' Investors
Success Rate
47%
44 out of 93
profitable transactions
Average Return
2.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.32%
6-Month Return-
12-Month Return-
YTD Return▲ 7.40%
Total Return▲ 7.40%

Best Trade

Opened at
Closed at-
Gain▲ 159.00%

Bio

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

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.11%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.43%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.46%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.56%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 11.88%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 8.06%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 0.11%
▲ 25.71%▲ 1.21%▲ 1.43%
▼ 4.22%▲ 2.34%▼ 2.15%
▲ 7.82%▲ 2.10%▲ 2.46%
▲ 5.38%▼ 0.89%▲ 2.56%
▲ 43.22%▲ 5.96%▲ 11.88%
▲ 3.34%▼ 1.56%▼ 8.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Copa Holdings
2.18%
▼ 0.62%
5
Buy
Dec 17, 2024
NetEase
0.22%
▲ 3.28%
3
Buy
Dec 17, 2024
Chord Energy
0.27%
▼ 16.02%
4
Buy
Dec 13, 2024
T Mobile US
0.26%
▲ 11.71%
3
Buy
Dec 13, 2024
POSCO
0.22%
▼ 24.25%
3
Buy
Dec 03, 2024
A10 Networks
0.84%
▲ 33.44%
6
Buy
Dec 03, 2024
Neurogene
21.63%
▼ 8.64%
1
Buy
Nov 29, 2024
AdvanSix
0.03%
▲ 4.52%
3
Buy
Nov 27, 2024
PACS Group Inc
0.02%
▼ 19.24%
2
Sell
Nov 27, 2024
Viper Energy
0.46%
▲ 5.95%
5
Buy
Nov 25, 2024
Permian Resources
0.48%
▼ 11.35%
5
Buy
Nov 25, 2024
Enterprise Products Partners
0.61%
▲ 5.18%
4
Buy
Nov 22, 2024
East West Bancorp
0.23%
▲ 16.79%
3
Buy
Nov 18, 2024
ML Capital Group
0.00%
3
Close
Nov 18, 2024
Evolent Health
21.96%
▼ 7.24%
1
Buy
Nov 15, 2024
Celsius Holdings
13.99%
▼ 22.96%
4
Buy
Nov 14, 2024
Silvaco Group, Inc.
0.02%
▲ 14.33%
3
Sell
Nov 14, 2024
Webster Financial
0.33%
▲ 17.22%
3
Buy
Nov 13, 2024
Rithm Capital
1.23%
▲ 9.15%
4
Buy
Nov 04, 2024
Delta Air Lines
0.73%
▲ 10.90%
7
Buy
Nov 01, 2024