CMA-Edge - New Portfolio

Carter Crock

CMA-Edge
Individual Investor
Ranked #45,697 out of 766,394 TipRanks' Investors
Success Rate
81%
35 out of 43
profitable transactions
Average Return
37.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.09%
6-Month Return-
12-Month Return-
YTD Return▲ 23.01%
Total Return▲ 23.01%

Best Trade

Opened at
Closed at
Gain▲ 410.12%

Bio

moderately aggressive with good mix of large and small caps

Performance

25.72%0-25.72%
▼ 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%
▲ 1.37%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 7.69%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.55%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 6.27%
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%▲ 1.37%
▲ 7.82%▲ 2.10%▲ 7.69%
▲ 6.02%▼ 0.89%▲ 0.55%
▲ 22.71%▲ 5.30%▲ 6.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ASML Holding
4.49%
▼ 2.60%
2
Buy
Nov 11, 2024
Delta Air Lines
2.59%
▲ 34.87%
6
Buy
Nov 01, 2024
Ameriprise Financial
5.7%
▲ 30.41%
5
Sell
Oct 17, 2024
Pacer US Small Cap Cash Cows 100 ETF
3.71%
▲ 1.06%
5
Buy
Oct 03, 2024
Pacer US Cash Cows 100 ETF
5.67%
▲ 3.85%
10
Buy
Oct 03, 2024
iShares S&P Mid-Cap 400 Growth ETF
1.94%
▲ 5.92%
2
Buy
Oct 01, 2024
Invesco S&P 500 Quality ETF
6.43%
▲ 3.92%
2
Buy
Sep 30, 2024
Health Care Select Sector SPDR Fund
7.92%
▼ 1.47%
2
Buy
Sep 24, 2024
Alphabet Class A
14.61%
▲ 5.26%
2
Buy
Sep 15, 2024
Microsoft
21.28%
▲ 376.18%
2
Buy
Sep 11, 2024
Trane Technologies
▲ 410.12%
3
Sell
Aug 30, 2024
Pacer US Large Cap Cash Cows Growth Leaders ETF
8.58%
▲ 20.01%
4
Sell
Aug 29, 2024
PDD Holdings
3.43%
▲ 24.72%
1
Buy
Aug 29, 2024
Nvidia
4.47%
▲ 19.77%
1
Buy
Aug 29, 2024
Cencora
3.34%
▲ 9.34%
2
Buy
Aug 27, 2024
Comcast
▲ 5.33%
2
Sell
Aug 26, 2024
Alibaba
4.61%
▲ 17.32%
2
Buy
Aug 26, 2024
iShares U.S. Technology ETF
▼ 8.53%
2
Sell
Jul 31, 2024
Steelcase
▼ 0.07%
2
Sell
Jul 26, 2024
Uber Technologies
▼ 0.78%
3
Close
Jul 26, 2024