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CMA-Edge - New Portfolio

Carter Crock

CMA-Edge
Individual Investor
Ranked #46,743 out of 769,291 TipRanks' Investors
Success Rate
80%
37 out of 46
profitable transactions
Average Return
33.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.65%
6-Month Return-
12-Month Return-
YTD Return▲ 21.20%
Total Return▲ 21.20%

Best Trade

Opened at
Closed at
Gain▲ 410.12%

Bio

moderately aggressive with good mix of large and small caps

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.99%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.11%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.38%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 7.69%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.55%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.69%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 1.64%
▼ 2.25%▲ 3.53%▲ 5.99%
▲ 25.72%▲ 1.21%▼ 2.11%
▼ 4.22%▲ 2.34%▲ 1.38%
▲ 7.82%▲ 2.10%▲ 7.69%
▲ 5.70%▼ 0.89%▲ 0.55%
▲ 37.60%▲ 4.40%▲ 4.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Delta Air Lines
0.02%
▲ 34.41%
7
Sell
Nov 19, 2024
Alibaba
▲ 9.86%
3
Close
Nov 19, 2024
PDD Holdings
▲ 24.89%
2
Sell
Nov 19, 2024
Nvidia
6.86%
▲ 11.39%
2
Buy
Nov 19, 2024
Ameriprise Financial
6.01%
▲ 23.76%
6
Buy
Nov 18, 2024
ML Capital Group
0.00%
2
Close
Nov 18, 2024
ASML Holding
4.65%
▼ 0.65%
2
Buy
Nov 11, 2024
Pacer US Small Cap Cash Cows 100 ETF
3.81%
▼ 0.80%
5
Buy
Oct 03, 2024
Pacer US Cash Cows 100 ETF
5.95%
▲ 3.76%
10
Buy
Oct 03, 2024
iShares S&P Mid-Cap 400 Growth ETF
2.03%
▲ 4.62%
2
Buy
Oct 01, 2024
Invesco S&P 500 Quality ETF
6.62%
▲ 3.04%
2
Buy
Sep 30, 2024
Health Care Select Sector SPDR Fund
7.99%
▼ 4.94%
2
Buy
Sep 24, 2024
Alphabet Class A
13.66%
▼ 2.16%
2
Buy
Sep 15, 2024
Microsoft
21.62%
▲ 370.32%
2
Buy
Sep 11, 2024
Trane Technologies
▲ 410.12%
3
Sell
Aug 30, 2024
Pacer US Large Cap Cash Cows Growth Leaders ETF
9.06%
▲ 20.64%
4
Sell
Aug 29, 2024
Cencora
3.39%
▲ 7.84%
2
Buy
Aug 27, 2024
Comcast
▲ 5.33%
2
Sell
Aug 26, 2024
iShares U.S. Technology ETF
▼ 8.53%
2
Sell
Jul 31, 2024
Steelcase
▼ 0.07%
2
Sell
Jul 26, 2024