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CMA-Edge - New Portfolio

Carter Crock

CMA-Edge
Individual Investor
Ranked #86,701 out of 781,107 TipRanks' Investors
Success Rate
69%
44 out of 64
profitable transactions
Average Return
22.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.02%
6-Month Return▲ 13.45%
12-Month Return-
YTD Return▲ 1.29%
Total Return▲ 19.61%

Best Trade

Opened at
Closed at
Gain▲ 410.12%

Bio

moderately aggressive with good mix of large and small caps

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 5.99%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 2.11%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.38%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 7.69%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.59%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.89%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.29%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 5.99%
▲ 8.13%▲ 1.21%▼ 2.11%
▼ 13.14%▲ 2.34%▲ 1.38%
▲ 2.93%▲ 2.10%▲ 7.69%
▲ 10.00%▼ 0.89%▲ 0.59%
▲ 26.04%▲ 5.96%▲ 6.09%
▲ 5.93%▼ 2.41%▼ 3.89%
▲ 6.90%▲ 1.96%▲ 1.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ameriprise Financial
▲ 19.85%
8
Close
Jan 21, 2025
Cencora
▲ 2.30%
5
Close
Jan 21, 2025
Arbe Robotics
0.7%
▼ 24.39%
4
Buy
Jan 14, 2025
Microsoft
20.95%
▲ 244.36%
4
Sell
Jan 07, 2025
Nvidia
11.08%
▲ 2.78%
5
Buy
Jan 07, 2025
Defiance Quantum ETF
1.27%
▼ 4.30%
2
Buy
Jan 07, 2025
Amazon
3.46%
▼ 0.12%
1
Buy
Jan 07, 2025
Pacer US Small Cap Cash Cows 100 ETF
3.97%
▼ 1.32%
6
Buy
Jan 03, 2025
Pacer US Cash Cows 100 ETF
6.27%
▲ 3.22%
11
Buy
Jan 03, 2025
Invesco S&P 500 Quality ETF
7.25%
▲ 2.19%
3
Buy
Dec 30, 2024
Health Care Select Sector SPDR Fund
8.61%
▼ 4.66%
3
Buy
Dec 27, 2024
iShares S&P Mid-Cap 400 Growth ETF
2.18%
▲ 3.52%
3
Buy
Dec 23, 2024
Alphabet Class A
17.84%
▲ 10.09%
3
Buy
Dec 17, 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
ML Capital Group
0.00%
2
Close
Nov 18, 2024
ASML Holding
5.73%
▲ 11.80%
2
Buy
Nov 11, 2024
Trane Technologies
▲ 410.12%
3
Sell
Aug 30, 2024
Pacer US Large Cap Cash Cows Growth Leaders ETF
9.81%
▲ 21.37%
4
Sell
Aug 29, 2024