CMA-Edge - New Portfolio

CMA-Edge
Individual Investor
Ranked #16,566 out of 757,311 TipRanks' Investors
Success Rate
86%
31 out of 36
profitable transactions
Average Return
77.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.30%
6-Month Return▲ 28.04%
12-Month Return-
YTD Return▲ 25.32%
Total Return▲ 27.65%

Best Trade

Opened at
Closed at-
Gain▲ 337.50%

Bio

Blue Chip 30

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.46%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.22%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 2.21%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.49%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.36%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 11.70%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 5.06%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.46%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 0.46%
▲ 5.05%▲ 3.27%▲ 6.22%
▼ 12.40%▼ 4.03%▲ 2.21%
▲ 11.46%▲ 5.06%▲ 1.49%
▼ 2.25%▲ 3.53%▲ 0.36%
▲ 25.76%▲ 1.21%▲ 11.70%
▼ 4.21%▲ 2.34%▲ 5.06%
▲ 2.65%▼ 0.40%▲ 1.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
6.3%
▲ 58.72%
3
Sell
Sep 18, 2024
Costco
4.32%
▲ 247.72%
3
Sell
Sep 18, 2024
Alphabet Class A
6.42%
▲ 59.60%
3
Sell
Sep 18, 2024
Microsoft
8.93%
▲ 112.55%
4
Sell
Sep 18, 2024
Apple
8.32%
▲ 337.50%
3
Sell
Sep 18, 2024
Nvidia
1.51%
▼ 0.91%
3
Sell
Sep 18, 2024
Merck & Company
1.93%
▲ 58.86%
2
Sell
Sep 17, 2024
S&P Global
2.28%
▲ 51.90%
2
Sell
Sep 17, 2024
Starbucks
2.03%
▼ 4.70%
2
Sell
Sep 17, 2024
Adobe
1.48%
▲ 9.91%
2
Sell
Sep 17, 2024
Union Pacific
2.22%
▲ 23.45%
2
Sell
Sep 17, 2024
Accenture
2.14%
▲ 11.59%
2
Sell
Sep 17, 2024
PepsiCo
2.06%
▲ 30.31%
2
Sell
Sep 17, 2024
Linde
2.04%
▲ 9.71%
2
Sell
Sep 17, 2024
Stryker
2.24%
▲ 53.14%
2
Sell
Sep 17, 2024
AbbVie
2.08%
▲ 31.72%
2
Sell
Sep 17, 2024
Lockheed Martin
2.17%
▲ 24.33%
4
Sell
Sep 17, 2024
Thermo Fisher
2.53%
▲ 24.35%
2
Sell
Sep 17, 2024
Home Depot
2.49%
▲ 27.93%
2
Sell
Sep 17, 2024
Caterpillar
3.15%
▲ 127.29%
2
Sell
Sep 17, 2024