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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #305,132 out of 788,370 TipRanks' Investors
Success Rate
54%
54 out of 100
profitable transactions
Average Return
6.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.26%
6-Month Return▲ 16.61%
12-Month Return-
YTD Return▲ 5.41%
Total Return▲ 14.04%

Best Trade

Opened at
Closed at-
Gain▲ 197.51%

Bio

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

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 1.43%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.46%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.40%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 11.88%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 7.23%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.64%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.22%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.43%
▼ 13.14%▲ 2.34%▼ 2.15%
▲ 2.93%▲ 2.10%▲ 2.46%
▲ 9.99%▼ 0.89%▲ 2.40%
▲ 26.03%▲ 5.96%▲ 11.88%
▲ 5.97%▼ 2.41%▼ 7.23%
▲ 5.25%▲ 2.69%▲ 5.64%
▼ 9.08%▲ 1.42%▼ 0.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Webster Financial
0.31%
▲ 18.95%
4
Buy
Feb 21, 2025
Larimar Therapeutics
11.09%
▼ 0.31%
1
Buy
Feb 20, 2025
East West Bancorp
0.21%
▲ 9.41%
4
Buy
Feb 19, 2025
Rithm Capital
1.26%
▲ 15.49%
5
Buy
Feb 03, 2025
Schlumberger
0.46%
▼ 2.73%
4
Buy
Jan 13, 2025
Frontline
0.45%
▼ 30.15%
7
Buy
Jan 03, 2025
UTZ Brands
0.02%
▼ 11.18%
4
Buy
Jan 03, 2025
Vistra Energy
0.33%
▲ 36.36%
3
Buy
Dec 30, 2024
Copa Holdings
2.14%
▲ 5.99%
5
Buy
Dec 17, 2024
NetEase
0.22%
▲ 15.77%
3
Buy
Dec 17, 2024
Chord Energy
0.25%
▼ 15.38%
4
Buy
Dec 13, 2024
T Mobile US
0.29%
▲ 34.46%
3
Buy
Dec 13, 2024
POSCO
0.21%
▼ 20.78%
3
Buy
Dec 03, 2024
A10 Networks
0.85%
▲ 46.34%
6
Buy
Dec 03, 2024
Neurogene
15.26%
▼ 29.94%
1
Buy
Nov 29, 2024
AdvanSix
0.03%
▲ 10.93%
3
Buy
Nov 27, 2024
PACS Group Inc
0.01%
▼ 20.61%
2
Sell
Nov 27, 2024
Viper Energy
0.43%
▲ 7.48%
5
Buy
Nov 25, 2024
Permian Resources
0.45%
▼ 8.54%
5
Buy
Nov 25, 2024
Enterprise Products Partners
0.6%
▲ 13.15%
4
Buy
Nov 22, 2024