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CMA-Edge - New Portfolio

CMA-Edge
Individual Investor
Ranked #15,319 out of 781,066 TipRanks' Investors
Success Rate
94%
34 out of 36
profitable transactions
Average Return
77.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.16%
6-Month Return▲ 17.65%
12-Month Return▲ 24.35%
YTD Return▲ 1.19%
Total Return▲ 28.43%

Best Trade

Opened at
Closed at-
Gain▲ 388.22%

Bio

Blue Chip 30

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.36%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 11.70%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.06%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.22%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.87%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.37%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.65%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.19%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.36%
▲ 8.13%▲ 1.21%▲ 11.70%
▼ 13.14%▲ 2.34%▲ 5.06%
▲ 2.93%▲ 2.10%▲ 3.22%
▲ 10.00%▼ 0.89%▼ 2.87%
▲ 26.04%▲ 5.96%▲ 3.37%
▲ 5.93%▼ 2.41%▼ 2.65%
▲ 9.79%▲ 0.95%▲ 1.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
▲ 0.77%
3
Close
Sep 22, 2024
McDonald's
▲ 29.17%
3
Sell
Sep 22, 2024
Amazon
1.64%
▲ 92.36%
3
Sell
Sep 18, 2024
Costco
0.99%
▲ 267.46%
3
Sell
Sep 18, 2024
Alphabet Class A
1.7%
▲ 95.75%
3
Sell
Sep 18, 2024
Microsoft
1.91%
▲ 111.67%
4
Sell
Sep 18, 2024
Apple
1.83%
▲ 355.91%
3
Sell
Sep 18, 2024
Nvidia
0.39%
▲ 20.37%
3
Sell
Sep 18, 2024
Merck & Company
0.35%
▲ 31.11%
2
Sell
Sep 17, 2024
S&P Global
0.48%
▲ 46.74%
2
Sell
Sep 17, 2024
Starbucks
0.44%
▼ 5.69%
2
Sell
Sep 17, 2024
Adobe
0.26%
▼ 7.00%
2
Sell
Sep 17, 2024
Union Pacific
0.46%
▲ 15.12%
2
Sell
Sep 17, 2024
Accenture
0.49%
▲ 17.03%
2
Sell
Sep 17, 2024
PepsiCo
0.38%
▲ 10.26%
2
Sell
Sep 17, 2024
Linde
0.41%
▲ 2.42%
2
Sell
Sep 17, 2024
Stryker
0.52%
▲ 62.49%
2
Sell
Sep 17, 2024
AbbVie
0.4%
▲ 17.13%
2
Sell
Sep 17, 2024
Lockheed Martin
0.41%
▲ 7.80%
4
Sell
Sep 17, 2024
Thermo Fisher
0.5%
▲ 14.07%
2
Sell
Sep 17, 2024