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CMA-Edge - New Portfolio

Roel

CMA-Edge
Individual Investor
Ranked #114,231 out of 770,014 TipRanks' Investors
Success Rate
67%
55 out of 82
profitable transactions
Average Return
12.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.75%
6-Month Return-
12-Month Return-
YTD Return▲ 16.43%
Total Return▲ 16.43%

Best Trade

Opened at
Closed at-
Gain▲ 151.28%

Bio

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

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.11%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.43%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.48%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.70%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 11.34%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 0.11%
▲ 25.72%▲ 1.21%▲ 1.43%
▼ 4.22%▲ 2.34%▼ 2.15%
▲ 7.82%▲ 2.10%▲ 2.48%
▲ 5.70%▼ 0.89%▲ 2.70%
▲ 31.73%▲ 4.73%▲ 11.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Viper Energy
0.5%
▲ 25.86%
5
Buy
Nov 25, 2024
Permian Resources
0.51%
▲ 1.12%
5
Buy
Nov 25, 2024
Enterprise Products Partners
0.59%
▲ 9.76%
4
Buy
Nov 22, 2024
PACS Group Inc
1.82%
▲ 0.68%
1
Buy
Nov 22, 2024
East West Bancorp
0.25%
▲ 35.44%
3
Buy
Nov 18, 2024
ML Capital Group
0.00%
3
Close
Nov 18, 2024
Evolent Health
22.72%
▼ 0.73%
1
Buy
Nov 15, 2024
Celsius Holdings
13.72%
▼ 15.14%
4
Buy
Nov 14, 2024
Silvaco Group, Inc.
0.02%
▲ 15.64%
3
Sell
Nov 14, 2024
Webster Financial
0.35%
▲ 33.91%
3
Buy
Nov 13, 2024
Rithm Capital
1.17%
▲ 11.24%
4
Buy
Nov 04, 2024
Delta Air Lines
0.72%
▲ 17.38%
7
Buy
Nov 01, 2024
Tenaya Therapeutics
0.01%
▲ 73.20%
2
Sell
Oct 17, 2024
Cabaletta Bio
0.01%
▼ 45.93%
1
Buy
Oct 11, 2024
Schlumberger
0.48%
▼ 1.02%
3
Buy
Oct 10, 2024
Symbotic
0.08%
▲ 39.25%
3
Sell
Oct 10, 2024
UTZ Brands
0.02%
▲ 8.28%
3
Buy
Oct 02, 2024
Frontline
0.51%
▼ 29.67%
6
Buy
Sep 30, 2024
Vistra Energy
0.36%
▲ 55.28%
2
Buy
Sep 29, 2024
Copa Holdings
2.08%
▲ 4.73%
4
Buy
Sep 15, 2024