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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #214,175 out of 769,002 TipRanks' Investors
Success Rate
58%
46 out of 79
profitable transactions
Average Return
10.62%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
45.47% EVH
30.68% CELH
4.55% CPA
2.48% RITM
2.17% GPRK
14.65% Others
By Assets
52.47% Cash
47.53% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
45.58% Healthcare
30.72% Consumer Defensive
8.53% Energy
4.59% General
3.08% Industrials
7.50% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ASIX
AdvanSix
$31.13
$1.22
(4.08%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$777.61M
14.51%
EWBC
East West Bancorp
$106.83
$1.33
(1.26%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$14.45B
73.29%
VST
Vistra Energy
$166.61
$11.98
(7.75%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$52.69B
348.33%
DAL
Delta Air Lines
$63.34
$0.3
(0.47%)
premium
17 Buy
0 Hold
0 Sell
Strong Buy
premium
$41.78B
77.37%
WBS
Webster Financial
$60.49
$0.94
(1.58%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$10.28B
38.14%
PKX
POSCO
$54.40
$1.84
(3.5%)
premium
1 Buy
0 Hold
1 Sell
Hold
premium
$15.37B
-42.43%
VNOM
Viper Energy
$54.69
$0.68
(1.26%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$10.03B
79.26%
SLB
Schlumberger
$44.06
$0.53
(1.22%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$60.86B
-17.43%
CHRD
Chord Energy
$132.36
$2.52
(1.94%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.82B
-19.05%
FRO
Frontline
$19.53
$0.73
(3.6%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$4.56B
-8.45%
EPD
Enterprise Products Partners
$32.35
$0.56
(1.76%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$68.56B
19.74%
PR
Permian Resources
$15.99
$0.53
(3.43%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$12.15B
16.86%
RITM
Rithm Capital
$10.79
$0.15
(1.41%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.54B
5.24%
ATEN
A10 Networks
$16.56
$0.08
(0.49%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.21B
34.97%
CPA
Copa Holdings
$92.76
$13.05
(12.33%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.46B
12.38%
GPRK
GeoPark
$8.27
$0.117
(1.44%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$440.00M
-13.09%
TMUS
T Mobile US
$236.58
$1.11
(0.47%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$270.63B
58.45%
UAL
United Airlines Holdings
$94.40
$0.23
(0.24%)
premium
13 Buy
0 Hold
0 Sell
Strong Buy
premium
$31.00B
139.93%
DB
Deutsche Bank AG
$16.80
$0.03
(0.18%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$33.41B
37.57%
CELH
Celsius Holdings
$29.05
$1.34
(4.84%)
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$6.41B
-47.01%
APLS
Apellis Pharmaceuticals
$27.75
$0.26
(0.95%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$3.61B
-44.31%
UTZ
UTZ Brands
$16.91
$0.15
(0.89%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.34B
27.94%
PCRX
Pacira Pharmaceuticals
$17.38
$0.35
(2.06%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$772.48M
-36.12%
DAVE
Dave
$82.42
$4.42
(5.67%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.04B
1200.00%
IREN
Iris Energy
$9.72
$0.38
(3.76%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96B
251.92%
SYM
Symbotic
$36.27
$0.04
(0.11%)
premium
10 Buy
1 Hold
1 Sell
Strong Buy
premium
$22.85B
-30.28%
CABA
Cabaletta Bio
$1.87
$0.39
(17.26%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$124.15M
-87.17%
TNYA
Tenaya Therapeutics
$2.16
$0.06
(2.7%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$179.83M
22.65%
SVCO
Silvaco Group, Inc.
$7.54
$0.04
(0.53%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$214.33M
EVH
Evolent Health
$11.59
$0.28
(2.48%)
premium
13 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.39B
-60.69%