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CMA-Edge - New Portfolio

Andrew Toback

CMA-Edge
Individual Investor
Ranked #215,695 out of 789,725 TipRanks' Investors
Success Rate
63%
41 out of 65
profitable transactions
Average Return
4.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.74%
6-Month Return-
12-Month Return-
YTD Return▲ 8.57%
Total Return▲ 7.57%

Best Trade

Opened at
Closed at-
Gain▲ 93.62%

Bio

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.01%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 0.92%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 7.56%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.93%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.01%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.96%▼ 2.41%▼ 0.92%
▲ 5.25%▲ 2.69%▲ 7.56%
▼ 12.86%▼ 1.27%▲ 0.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Senseonics Holdings
0.33%
▲ 37.78%
4
Buy
Feb 25, 2025
Berkshire Hathaway B
7.95%
▲ 6.30%
6
Buy
Feb 25, 2025
NOV
1.15%
▲ 1.69%
2
Buy
Feb 21, 2025
Aris Water Solutions
1.46%
▲ 21.28%
2
Buy
Feb 21, 2025
AES
1.43%
▼ 1.12%
2
Buy
Feb 21, 2025
Mind Medicine
1.14%
▼ 8.84%
2
Buy
Feb 21, 2025
PG&E
1.77%
▼ 10.61%
3
Buy
Feb 21, 2025
Hudbay Minerals
1.21%
▼ 6.09%
2
Buy
Feb 21, 2025
Vodafone
1.91%
▲ 4.87%
2
Buy
Feb 21, 2025
Alerian MLP ETF
5.62%
▲ 4.15%
2
Buy
Feb 21, 2025
Coca-Cola
3.37%
▲ 13.96%
2
Sell
Feb 21, 2025
Alphabet Class A
7.9%
▼ 9.02%
2
Buy
Feb 21, 2025
Cubesmart
1.28%
▼ 0.38%
2
Buy
Feb 21, 2025
GlaxoSmithKline
1.74%
▲ 6.99%
2
Buy
Feb 21, 2025
TTM Technologies
1.49%
▼ 4.33%
1
Buy
Feb 21, 2025
Baidu
2.67%
▼ 5.52%
1
Buy
Feb 21, 2025
Take-Two
6.56%
▲ 0.45%
1
Buy
Feb 21, 2025
UBISOFT Entertainment
0.79%
▲ 6.59%
1
Buy
Feb 20, 2025
Turtle Beach
0.8%
▲ 6.80%
3
Buy
Jan 10, 2025
Melco Resorts & Entertainment
1.72%
▼ 3.67%
2
Buy
Jan 08, 2025