CMA-Edge - New Portfolio

Carter Crock

CMA-Edge
Individual Investor
Ranked #146,920 out of 754,519 TipRanks' Investors
Success Rate
62%
21 out of 34
profitable transactions
Average Return
23.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.35%
6-Month Return-
12-Month Return-
YTD Return▲ 6.90%
Total Return▲ 6.90%

Best Trade

Opened at
Closed at
Gain▲ 410.12%

Bio

moderately aggressive with good mix of large and small caps

Performance

25.76%0-25.76%
▼ 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%
▲ 1.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.99%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 2.11%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.37%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 1.64%
▼ 2.25%▲ 3.53%▲ 5.99%
▲ 25.76%▲ 1.21%▼ 2.11%
▼ 4.21%▲ 2.34%▲ 1.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Trane Technologies
▲ 410.12%
3
Sell
Aug 30, 2024
Pacer US Small Cap Cash Cows 100 ETF
3.84%
▼ 1.32%
2
Sell
Aug 29, 2024
Pacer US Cash Cows 100 ETF
5.89%
▲ 6.18%
7
Sell
Aug 29, 2024
Pacer US Large Cap Cash Cows Growth Leaders ETF
7.85%
▲ 1.87%
4
Sell
Aug 29, 2024
Ameriprise Financial
9.77%
▲ 3.92%
4
Sell
Aug 29, 2024
PDD Holdings
3.12%
▲ 2.32%
1
Buy
Aug 29, 2024
Nvidia
3.87%
▼ 1.57%
1
Buy
Aug 29, 2024
Cencora
3.46%
▲ 5.16%
2
Buy
Aug 27, 2024
Comcast
▲ 4.54%
2
Sell
Aug 26, 2024
Alibaba
4.51%
▲ 2.47%
2
Buy
Aug 26, 2024
iShares S&P Mid-Cap 400 Growth ETF
1.97%
▼ 1.17%
1
Buy
Aug 26, 2024
Delta Air Lines
1.84%
▼ 8.75%
5
Buy
Aug 19, 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
Microsoft
22.55%
▲ 376.79%
1
Buy
Jul 22, 2024
Health Care Select Sector SPDR Fund
9.06%
▲ 5.76%
1
Buy
Jul 15, 2024
Alphabet Class A
14.13%
▼ 13.10%
1
Buy
Jul 08, 2024
Invesco S&P 500 Quality ETF
6.72%
▲ 3.16%
1
Buy
Jun 21, 2024
Crocs
1.05%
▼ 4.14%
1
Buy
Jun 04, 2024