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CMA-Edge - New Portfolio

PerformancePortfolio Details

Roel

CMA-Edge
Individual Investor
Ranked #299,127 out of 783,845 TipRanks' Investors
Success Rate
54%
52 out of 97
profitable transactions
Average Return
8.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.52%
6-Month Return▲ 16.61%
12-Month Return-
YTD Return▲ 6.52%
Total Return▲ 14.89%

Best Trade

AssetDave (DAVE)
Opened at
Closed at-
Gain▲ 182.53%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.11%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.43%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.46%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.56%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 11.88%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 7.67%
Dec 2024
▲ 4.87%
▲ 3.24%
▲ 6.52%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.11%
▲ 8.13%▲ 1.21%▲ 1.43%
▼ 13.14%▲ 2.34%▼ 2.15%
▲ 2.93%▲ 2.10%▲ 2.46%
▲ 9.99%▼ 0.89%▲ 2.56%
▲ 26.04%▲ 5.96%▲ 11.88%
▲ 5.93%▼ 2.41%▼ 7.67%
▲ 4.87%▲ 3.24%▲ 6.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SLB
Schlumberger
0.53%
▼ 6.13%
4
Buy
Jan 13, 2025
FRO
Frontline
0.57%
▼ 26.86%
7
Buy
Jan 03, 2025
UTZ
UTZ Brands
0.02%
▼ 15.84%
4
Buy
Jan 03, 2025
VST
Vistra Energy
0.44%
▲ 52.31%
3
Buy
Dec 30, 2024
CPA
Copa Holdings
2.5%
▲ 4.25%
5
Buy
Dec 17, 2024
NTES
NetEase
0.26%
▲ 15.35%
3
Buy
Dec 17, 2024
CHRD
Chord Energy
0.3%
▼ 14.79%
4
Buy
Dec 13, 2024
TMUS
T Mobile US
0.3%
▲ 18.13%
3
Buy
Dec 13, 2024
PKX
POSCO
0.23%
▼ 25.31%
3
Buy
Dec 03, 2024
ATEN
A10 Networks
0.97%
▲ 41.30%
6
Buy
Dec 03, 2024
NGNE
Neurogene
16.57%
▼ 36.04%
1
Buy
Nov 29, 2024
ASIX
AdvanSix
0.04%
▲ 16.55%
3
Buy
Nov 27, 2024
PACS
PACS Group Inc
0.02%
▼ 9.81%
2
Sell
Nov 27, 2024
VNOM
Viper Energy
0.5%
▲ 4.30%
5
Buy
Nov 25, 2024
PR
Permian Resources
0.56%
▼ 4.50%
5
Buy
Nov 25, 2024
EPD
Enterprise Products Partners
0.7%
▲ 10.81%
4
Buy
Nov 22, 2024
EWBC
East West Bancorp
0.27%
▲ 25.39%
3
Buy
Nov 18, 2024
MLCG
ML Capital Group
―
0.00%
3
Close
Nov 18, 2024
EVH
Evolent Health
22%
▼ 15.04%
1
Buy
Nov 15, 2024
CELH
Celsius Holdings
14.16%
▼ 28.75%
4
Buy
Nov 14, 2024