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CMA-Edge - New Portfolio

CMA-Edge
Individual Investor
Ranked #17,241 out of 788,174 TipRanks' Investors
Success Rate
92%
33 out of 36
profitable transactions
Average Return
82.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.11%
6-Month Return▲ 9.05%
12-Month Return▲ 38.84%
YTD Return▲ 5.00%
Total Return▲ 33.82%

Best Trade

Opened at
Closed at-
Gain▲ 387.33%

Bio

Blue Chip 30

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 11.70%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.22%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.87%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.37%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.25%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.16%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.15%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 11.70%
▼ 13.14%▲ 2.34%▲ 5.06%
▲ 2.93%▲ 2.10%▲ 3.22%
▲ 9.99%▼ 0.89%▼ 2.87%
▲ 26.03%▲ 5.96%▲ 3.37%
▲ 5.97%▼ 2.41%▼ 2.25%
▲ 5.25%▲ 2.69%▲ 5.16%
▼ 9.08%▲ 1.42%▼ 0.15%

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
1.57%
▲ 89.76%
3
Sell
Sep 18, 2024
Costco
1.09%
▲ 303.16%
3
Sell
Sep 18, 2024
Alphabet Class A
1.56%
▲ 84.32%
3
Sell
Sep 18, 2024
Microsoft
1.82%
▲ 104.63%
4
Sell
Sep 18, 2024
Apple
1.95%
▲ 387.33%
3
Sell
Sep 18, 2024
Nvidia
0.38%
▲ 22.46%
3
Sell
Sep 18, 2024
Merck & Company
0.32%
▲ 17.40%
2
Sell
Sep 17, 2024
S&P Global
0.51%
▲ 56.55%
2
Sell
Sep 17, 2024
Starbucks
0.51%
▲ 12.37%
2
Sell
Sep 17, 2024
Adobe
0.27%
▼ 1.65%
2
Sell
Sep 17, 2024
Union Pacific
0.48%
▲ 21.70%
2
Sell
Sep 17, 2024
Accenture
0.51%
▲ 27.74%
2
Sell
Sep 17, 2024
PepsiCo
0.4%
▲ 10.89%
2
Sell
Sep 17, 2024
Linde
0.44%
▲ 8.51%
2
Sell
Sep 17, 2024
Stryker
0.51%
▲ 63.75%
2
Sell
Sep 17, 2024
AbbVie
0.47%
▲ 37.14%
2
Sell
Sep 17, 2024
Lockheed Martin
0.37%
▼ 4.08%
4
Sell
Sep 17, 2024
Thermo Fisher
0.48%
▲ 9.62%
2
Sell
Sep 17, 2024