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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #405,934 out of 789,901 TipRanks' Investors
Success Rate
47%
48 out of 102
profitable transactions
Average Return
0.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.38%
6-Month Return▲ 11.81%
12-Month Return-
YTD Return▼ 0.20%
Total Return▲ 7.01%

Best Trade

Opened at
Closed at-
Gain▲ 180.20%

Bio

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

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 1.43%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.46%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 2.36%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 11.89%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 8.04%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.89%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.90%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.43%
▼ 13.14%▲ 2.34%▼ 2.15%
▲ 2.93%▲ 2.10%▲ 2.46%
▲ 10.01%▼ 0.89%▲ 2.36%
▲ 26.01%▲ 5.96%▲ 11.89%
▲ 5.96%▼ 2.41%▼ 8.04%
▲ 5.25%▲ 2.69%▲ 5.89%
▼ 12.86%▼ 1.27%▼ 2.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enterprise Products Partners
0.78%
▲ 11.65%
5
Buy
Feb 25, 2025
Webster Financial
0.38%
▲ 9.99%
4
Buy
Feb 21, 2025
Larimar Therapeutics
11.61%
▼ 17.19%
1
Buy
Feb 20, 2025
East West Bancorp
0.26%
▲ 9.10%
4
Buy
Feb 19, 2025
Rithm Capital
1.59%
▲ 16.07%
5
Buy
Feb 03, 2025
Schlumberger
0.55%
▼ 7.20%
4
Buy
Jan 13, 2025
Frontline
0.56%
▼ 31.46%
7
Buy
Jan 03, 2025
UTZ Brands
0.02%
▼ 12.69%
4
Buy
Jan 03, 2025
Vistra Energy
0.34%
▲ 12.35%
3
Buy
Dec 30, 2024
Copa Holdings
2.6%
▲ 2.36%
5
Buy
Dec 17, 2024
NetEase
0.26%
▲ 8.38%
3
Buy
Dec 17, 2024
Chord Energy
0.3%
▼ 19.65%
4
Buy
Dec 13, 2024
T Mobile US
0.38%
▲ 38.34%
3
Buy
Dec 13, 2024
POSCO
0.25%
▼ 23.26%
3
Buy
Dec 03, 2024
A10 Networks
1.06%
▲ 45.40%
6
Buy
Dec 03, 2024
Neurogene
17.97%
▼ 34.58%
1
Buy
Nov 29, 2024
AdvanSix
0.04%
▼ 0.07%
3
Buy
Nov 27, 2024
PACS Group Inc
0.02%
▼ 18.93%
2
Sell
Nov 27, 2024
Viper Energy
0.51%
▲ 0.88%
5
Buy
Nov 25, 2024
Permian Resources
0.53%
▼ 15.65%
5
Buy
Nov 25, 2024