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CMA-Edge - New Portfolio

PerformancePortfolio Details

Roel

CMA-Edge
Individual Investor
Ranked #324,845 out of 757,311 TipRanks' Investors
Success Rate
54%
34 out of 63
profitable transactions
Average Return
0.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.77%
6-Month Return-
12-Month Return-
YTD Return▲ 0.16%
Total Return▲ 0.16%

Best Trade

AssetUTZ Brands (UTZ)
Opened at
Closed at-
Gain▲ 26.10%

Bio

Just a guy trying to figure out how to be happy on this planet.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
―
Feb 2024
▲ 5.05%
▲ 3.27%
―
Mar 2024
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.11%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.43%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.05%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 0.70%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%―
▲ 5.05%▲ 3.27%―
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%▲ 0.11%
▲ 25.76%▲ 1.21%▲ 1.43%
▼ 4.21%▲ 2.34%▼ 2.05%
▲ 1.03%▼ 0.11%▲ 0.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CPA
Copa Holdings
2.26%
▲ 0.41%
4
Buy
Sep 15, 2024
TMUS
T Mobile US
0.24%
▲ 9.79%
2
Buy
Sep 11, 2024
CHRD
Chord Energy
0.34%
▼ 18.19%
3
Buy
Sep 04, 2024
ATEN
A10 Networks
0.65%
▲ 2.72%
5
Buy
Sep 04, 2024
PR
Permian Resources
0.5%
▼ 10.62%
4
Buy
Aug 27, 2024
ASIX
AdvanSix
0.04%
▲ 22.78%
2
Buy
Aug 26, 2024
VNOM
Viper Energy
0.45%
▲ 19.74%
3
Buy
Aug 26, 2024
DAL
Delta Air Lines
0.57%
▲ 1.50%
6
Buy
Aug 20, 2024
EPD
Enterprise Products Partners
0.58%
▲ 1.88%
3
Buy
Aug 20, 2024
EWBC
East West Bancorp
0.2%
▲ 13.35%
2
Buy
Aug 15, 2024
WBS
Webster Financial
0.3%
▲ 11.94%
2
Buy
Aug 08, 2024
SYM
Symbotic
27.74%
▼ 7.17%
2
Buy
Aug 02, 2024
UTZ
UTZ Brands
0.02%
▲ 26.10%
2
Sell
Jul 31, 2024
IREN
Iris Energy
0.01%
▼ 15.53%
2
Sell
Jul 31, 2024
DAVE
Dave
0.05%
▲ 13.02%
2
Sell
Jul 29, 2024
APLS
Apellis Pharmaceuticals
0.04%
▼ 3.52%
2
Sell
Jul 25, 2024
PCRX
Pacira Pharmaceuticals
0.02%
▼ 26.77%
1
Buy
Jul 25, 2024
FRO
Frontline
0.7%
▼ 6.59%
5
Sell
Jul 22, 2024
ALIT
Alight
―
▼ 0.84%
2
Sell
Jul 19, 2024
JSPR
Jasper Therapeutics
―
▼ 2.48%
2
Sell
Jul 15, 2024