CMA-Edge - New Portfolio

Carter Crock

CMA-Edge
Individual Investor
Ranked #84,109 out of 764,830 TipRanks' Investors
Success Rate
67%
29 out of 43
profitable transactions
Average Return
32.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.26%
6-Month Return-
12-Month Return-
YTD Return▲ 16.00%
Total Return▲ 16.00%

Best Trade

Opened at
Closed at
Gain▲ 410.12%

Bio

moderately aggressive with good mix of large and small caps

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.99%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.11%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.37%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 7.69%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.55%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.21%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 1.64%
▼ 2.25%▲ 3.53%▲ 5.99%
▲ 25.72%▲ 1.21%▼ 2.11%
▼ 4.21%▲ 2.34%▲ 1.37%
▲ 7.82%▲ 2.10%▲ 7.69%
▲ 6.02%▼ 0.89%▲ 0.55%
▼ 2.13%▲ 0.42%▲ 0.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Delta Air Lines
2.44%
▲ 20.72%
6
Buy
Nov 01, 2024
Ameriprise Financial
5.38%
▲ 17.13%
5
Sell
Oct 17, 2024
ASML Holding
4.7%
▼ 2.62%
1
Buy
Oct 17, 2024
Pacer US Small Cap Cash Cows 100 ETF
3.62%
▼ 3.44%
5
Buy
Oct 03, 2024
Pacer US Cash Cows 100 ETF
5.69%
▲ 3.06%
10
Buy
Oct 03, 2024
iShares S&P Mid-Cap 400 Growth ETF
1.92%
▼ 0.72%
2
Buy
Oct 01, 2024
Invesco S&P 500 Quality ETF
6.46%
▼ 0.10%
2
Buy
Sep 30, 2024
Health Care Select Sector SPDR Fund
8.22%
▼ 3.14%
2
Buy
Sep 24, 2024
Alphabet Class A
14.12%
▼ 1.22%
2
Buy
Sep 15, 2024
Microsoft
21.42%
▲ 365.30%
2
Buy
Sep 11, 2024
Trane Technologies
▲ 410.12%
3
Sell
Aug 30, 2024
Pacer US Large Cap Cash Cows Growth Leaders ETF
8.15%
▲ 8.81%
4
Sell
Aug 29, 2024
PDD Holdings
3.81%
▲ 30.22%
1
Buy
Aug 29, 2024
Nvidia
4.34%
▲ 12.18%
1
Buy
Aug 29, 2024
Cencora
3.27%
▲ 2.66%
2
Buy
Aug 27, 2024
Comcast
▲ 5.33%
2
Sell
Aug 26, 2024
Alibaba
5.16%
▲ 20.98%
2
Buy
Aug 26, 2024
iShares U.S. Technology ETF
▼ 8.53%
2
Sell
Jul 31, 2024
Steelcase
▼ 0.07%
2
Sell
Jul 26, 2024
Uber Technologies
▼ 0.78%
3
Close
Jul 26, 2024