CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #394,878 out of 748,394 TipRanks' Investors
Success Rate
47%
21 out of 45
profitable transactions
Average Return
-0.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.32%
6-Month Return-
12-Month Return-
YTD Return▲ 0.26%
Total Return▲ 0.26%

Best Trade

Opened at
Closed at-
Gain▲ 17.78%

Bio

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

Performance

21.71%0-21.71%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.11%
Jun 2024
▲ 21.71%
▲ 1.76%
▲ 0.14%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 0.11%
▲ 21.71%▲ 1.76%▲ 0.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apellis Pharmaceuticals
19.99%
▲ 1.25%
1
Buy
Jul 23, 2024
UTZ Brands
19.41%
▼ 1.15%
1
Buy
Jul 23, 2024
Frontline
0.57%
▼ 1.02%
5
Sell
Jul 22, 2024
Alight
▼ 0.84%
2
Sell
Jul 19, 2024
Delta Air Lines
0.41%
▼ 7.38%
5
Sell
Jul 16, 2024
Jasper Therapeutics
▼ 2.48%
2
Sell
Jul 15, 2024
Celsius Holdings
17.1%
▼ 13.31%
1
Buy
Jul 15, 2024
A10 Networks
0.51%
▲ 2.63%
4
Sell
Jul 12, 2024
United Airlines Holdings
0.27%
▼ 4.30%
2
Buy
Jul 11, 2024
DraftKings
▲ 0.84%
2
Sell
Jul 11, 2024
Deutsche Bank AG
0.01%
▼ 7.05%
1
Buy
Jul 11, 2024
Viking Therapeutics
▲ 0.17%
2
Sell
Jul 09, 2024
Rithm Capital
1.01%
▲ 3.81%
3
Buy
Jul 03, 2024
Copa Holdings
1.76%
▼ 2.18%
3
Buy
Jul 03, 2024
T Mobile US
0.17%
▼ 1.25%
1
Buy
Jul 03, 2024
Schlumberger
0.46%
▲ 2.72%
2
Buy
Jun 30, 2024
GeoPark
1.06%
▼ 6.96%
2
Buy
Jun 30, 2024
Vistra Energy
0.14%
▼ 14.80%
1
Buy
Jun 28, 2024
Webster Financial
0.22%
▲ 10.93%
1
Buy
Jun 28, 2024
Viper Energy
0.32%
▲ 11.27%
1
Buy
Jun 28, 2024