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CMA-Edge
- New Portfolio
Performance
Portfolio Details
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
Asset
East West B... (EWBC)
Opened at
Jun 27, 2024
Closed at
-
Gain
▲ 17.78%
Bio
Just a guy trying to figure out how to be happy on this planet.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
APLS
Apellis Pharmaceuticals
19.99%
▲ 1.25%
1
Buy
Jul 23, 2024
UTZ
UTZ Brands
19.41%
▼ 1.15%
1
Buy
Jul 23, 2024
FRO
Frontline
0.57%
▼ 1.02%
5
Sell
Jul 22, 2024
ALIT
Alight
―
▼ 0.84%
2
Sell
Jul 19, 2024
DAL
Delta Air Lines
0.41%
▼ 7.38%
5
Sell
Jul 16, 2024
JSPR
Jasper Therapeutics
―
▼ 2.48%
2
Sell
Jul 15, 2024
CELH
Celsius Holdings
17.1%
▼ 13.31%
1
Buy
Jul 15, 2024
ATEN
A10 Networks
0.51%
▲ 2.63%
4
Sell
Jul 12, 2024
UAL
United Airlines Holdings
0.27%
▼ 4.30%
2
Buy
Jul 11, 2024
DKNG
DraftKings
―
▲ 0.84%
2
Sell
Jul 11, 2024
DB
Deutsche Bank AG
0.01%
▼ 7.05%
1
Buy
Jul 11, 2024
VKTX
Viking Therapeutics
―
▲ 0.17%
2
Sell
Jul 09, 2024
RITM
Rithm Capital
1.01%
▲ 3.81%
3
Buy
Jul 03, 2024
CPA
Copa Holdings
1.76%
▼ 2.18%
3
Buy
Jul 03, 2024
TMUS
T Mobile US
0.17%
▼ 1.25%
1
Buy
Jul 03, 2024
SLB
Schlumberger
0.46%
▲ 2.72%
2
Buy
Jun 30, 2024
GPRK
GeoPark
1.06%
▼ 6.96%
2
Buy
Jun 30, 2024
VST
Vistra Energy
0.14%
▼ 14.80%
1
Buy
Jun 28, 2024
WBS
Webster Financial
0.22%
▲ 10.93%
1
Buy
Jun 28, 2024
VNOM
Viper Energy
0.32%
▲ 11.27%
1
Buy
Jun 28, 2024
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