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CMA-Edge - New Portfolio
Buckles
CMA-EdgeIndividual Investor
Ranked #47,746 out of 766,001 TipRanks' Investors
Success Rate
81 out of 121
profitable transactions
profitable transactions
Average Return
30.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.79%
6-Month Return▲ 38.65%
12-Month Return▲ 72.60%
YTD Return▲ 69.80%
Total Return▲ 144.96%
Best Trade
Bio
Long-term investor (10-30yr horizon) with high risk tolerance, interested in balancing income stocks with bluechips and high-growth tech plays. The majority of my portfolio is in: Tech, Financials, Industrials, Energy and Healthcare.
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.29%
May 2024
▼ 2.25%
▲ 3.53%
▲ 9.89%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.78%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.05%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 3.25%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 9.85%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.35%
▲ 11.46%▲ 5.06%▲ 4.29%
▼ 2.25%▲ 3.53%▲ 9.89%
▲ 25.72%▲ 1.21%▼ 1.55%
▼ 4.22%▲ 2.34%▲ 5.78%
▲ 7.82%▲ 2.10%▲ 5.05%
▲ 6.02%▼ 0.89%▲ 3.25%
▲ 5.59%▲ 5.20%▲ 9.85%
Recent Activity
Palantir Technologies
―
▲ 190.75%
26
Close
Nov 10, 2024
Uber Technologies
―
▲ 6.55%
11
Close
Nov 10, 2024
Procter & Gamble
―
▼ 0.59%
2
Close
Nov 10, 2024
iShares Commodity Curve Carry Strategy ETF
―
▲ 2.87%
6
Close
Nov 10, 2024
Abbott Laboratories
―
▲ 1.85%
3
Close
Nov 10, 2024
Molson Coors
―
▲ 8.85%
2
Close
Nov 10, 2024
Microsoft
10.98%
▲ 2.82%
10
Sell
Nov 08, 2024
Alphabet Class C
3.13%
▲ 15.24%
9
Sell
Nov 08, 2024
Taiwan Semiconductor Manufacturing
19.49%
▲ 57.34%
10
Sell
Nov 08, 2024
Nvidia
0.7%
▲ 42.06%
7
Sell
Nov 08, 2024
Johnson & Johnson
6.79%
▲ 1.37%
6
Sell
Nov 08, 2024
Visa
3.45%
▲ 20.72%
4
Sell
Nov 08, 2024
GE Aerospace
1.69%
▲ 5.73%
3
Sell
Nov 08, 2024
JPMorgan Chase & Co.
7.77%
▲ 11.62%
3
Sell
Nov 08, 2024
Sunoco
5.02%
▼ 2.11%
4
Sell
Nov 08, 2024
Verizon
5.76%
▼ 1.25%
3
Sell
Nov 08, 2024
HSBC Holdings
11.6%
▼ 1.89%
6
Sell
Nov 08, 2024
VanEck Investment Grade Floating Rate ETF
13.78%
▼ 0.47%
11
Sell
Nov 08, 2024
Halliburton
2.47%
▼ 28.86%
4
Sell
Nov 08, 2024
Merck & Company
4.25%
▼ 9.04%
3
Sell
Nov 08, 2024