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CMA-Edge - New Portfolio

CMA-Edge
Individual Investor
Ranked #18,213 out of 775,913 TipRanks' Investors
Success Rate
89%
32 out of 36
profitable transactions
Average Return
77.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.35%
6-Month Return▲ 18.69%
12-Month Return▲ 26.78%
YTD Return▲ 25.38%
Total Return▲ 27.70%

Best Trade

Opened at
Closed at-
Gain▲ 404.50%

Bio

Blue Chip 30

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 1.49%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.36%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 11.70%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.22%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.91%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.37%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.02%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 1.49%
▼ 2.25%▲ 3.53%▲ 0.36%
▲ 25.71%▲ 1.21%▲ 11.70%
▼ 4.22%▲ 2.34%▲ 5.06%
▲ 7.82%▲ 2.10%▲ 3.22%
▲ 5.38%▼ 0.89%▼ 2.91%
▲ 43.22%▲ 5.96%▲ 3.37%
▲ 3.34%▼ 1.56%▼ 2.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
▲ 0.77%
3
Close
Sep 22, 2024
McDonald's
▲ 29.17%
3
Sell
Sep 22, 2024
Amazon
1.64%
▲ 91.49%
3
Sell
Sep 18, 2024
Costco
1%
▲ 271.70%
3
Sell
Sep 18, 2024
Alphabet Class A
1.66%
▲ 91.16%
3
Sell
Sep 18, 2024
Microsoft
1.95%
▲ 115.41%
4
Sell
Sep 18, 2024
Apple
2.03%
▲ 404.50%
3
Sell
Sep 18, 2024
Nvidia
0.38%
▲ 17.73%
3
Sell
Sep 18, 2024
Merck & Company
0.35%
▲ 31.29%
2
Sell
Sep 17, 2024
S&P Global
0.47%
▲ 43.80%
2
Sell
Sep 17, 2024
Starbucks
0.4%
▼ 12.78%
2
Sell
Sep 17, 2024
Adobe
0.28%
▼ 3.28%
2
Sell
Sep 17, 2024
Union Pacific
0.44%
▲ 11.22%
2
Sell
Sep 17, 2024
Accenture
0.51%
▲ 21.61%
2
Sell
Sep 17, 2024
PepsiCo
0.4%
▲ 13.64%
2
Sell
Sep 17, 2024
Linde
0.4%
▼ 0.32%
2
Sell
Sep 17, 2024
Stryker
0.49%
▲ 54.51%
2
Sell
Sep 17, 2024
AbbVie
0.41%
▲ 19.87%
2
Sell
Sep 17, 2024
Lockheed Martin
0.41%
▲ 7.51%
4
Sell
Sep 17, 2024
Thermo Fisher
0.47%
▲ 6.81%
2
Sell
Sep 17, 2024