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CMA-Edge - New Portfolio
Carter Crock
CMA-EdgeIndividual Investor
Ranked #97,727 out of 775,923 TipRanks' Investors
Success Rate
33 out of 50
profitable transactions
profitable transactions
Average Return
30.29%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.29%
6-Month Return▲ 10.71%
12-Month Return-
YTD Return▲ 20.08%
Total Return▲ 20.08%
Best Trade
Bio
moderately aggressive with good mix of large and small caps
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 1.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.99%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 2.11%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.38%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 7.69%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.59%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.27%
Dec 2024
▲ 11.46%▲ 5.06%▲ 1.64%
▼ 2.25%▲ 3.53%▲ 5.99%
▲ 25.71%▲ 1.21%▼ 2.11%
▼ 4.22%▲ 2.34%▲ 1.38%
▲ 7.82%▲ 2.10%▲ 7.69%
▲ 5.38%▼ 0.89%▲ 0.59%
▲ 43.22%▲ 5.96%▲ 6.09%
▲ 3.34%▼ 1.56%▼ 2.27%
Recent Activity
Alphabet Class A
16.74%
▲ 7.51%
3
Buy
Dec 17, 2024
Nvidia
7.84%
▲ 3.37%
3
Buy
Dec 17, 2024
Microsoft
23.9%
▲ 250.43%
3
Buy
Dec 13, 2024
Cencora
3.33%
▼ 3.77%
3
Buy
Dec 02, 2024
Delta Air Lines
―
▲ 34.41%
8
Sell
Nov 26, 2024
Alibaba
―
▲ 9.86%
3
Close
Nov 19, 2024
PDD Holdings
―
▲ 24.89%
2
Sell
Nov 19, 2024
Ameriprise Financial
5.89%
▲ 15.49%
6
Buy
Nov 18, 2024
ML Capital Group
―
0.00%
2
Close
Nov 18, 2024
ASML Holding
5.14%
▲ 4.31%
2
Buy
Nov 11, 2024
Pacer US Small Cap Cash Cows 100 ETF
3.72%
▼ 3.71%
5
Buy
Oct 03, 2024
Pacer US Cash Cows 100 ETF
5.86%
▲ 2.85%
10
Buy
Oct 03, 2024
iShares S&P Mid-Cap 400 Growth ETF
2%
▼ 0.44%
2
Buy
Oct 01, 2024
Invesco S&P 500 Quality ETF
6.93%
▲ 2.96%
2
Buy
Sep 30, 2024
Health Care Select Sector SPDR Fund
8.06%
▼ 8.92%
2
Buy
Sep 24, 2024
Trane Technologies
―
▲ 410.12%
3
Sell
Aug 30, 2024
Pacer US Large Cap Cash Cows Growth Leaders ETF
9.32%
▲ 20.01%
4
Sell
Aug 29, 2024
Comcast
―
▲ 5.33%
2
Sell
Aug 26, 2024
iShares U.S. Technology ETF
―
▼ 8.53%
2
Sell
Jul 31, 2024
Steelcase
―
▼ 0.07%
2
Sell
Jul 26, 2024