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CMA-Edge - New Portfolio

CMA-Edge
Individual Investor
Ranked #30,330 out of 858,885 TipRanks' Investors
Success Rate
86%
31 out of 36
profitable transactions
Average Return
97.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.53%
6-Month Return▲ 1.40%
12-Month Return▲ 17.90%
YTD Return▼ 3.02%
Total Return▲ 39.36%

Best Trade

Opened at
Closed at-
Gain▲ 663.97%

Bio

Blue Chip 30

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.70%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.11%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.33%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.77%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.72%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.68%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.91%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.07%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 2.70%
▲ 10.96%▲ 2.38%▲ 2.11%
▼ 3.68%▲ 0.19%▲ 2.33%
▼ 0.10%▲ 0.08%▲ 0.77%
▲ 4.06%▲ 1.47%▲ 1.72%
▼ 1.12%▼ 0.86%▼ 1.68%
▲ 0.60%▼ 4.94%▼ 5.91%
▲ 4.89%▲ 4.48%▲ 3.07%

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
Close
Sep 22, 2024
Amazon
1.69%
▲ 102.95%
3
Sell
Sep 18, 2024
Costco
1.02%
▲ 288.99%
3
Sell
Sep 18, 2024
Alphabet Class A
2.69%
▲ 216.83%
3
Sell
Sep 18, 2024
Microsoft
1.62%
▲ 82.98%
4
Sell
Sep 18, 2024
Apple
2.02%
▲ 416.37%
3
Sell
Sep 18, 2024
Nvidia
0.52%
▲ 64.87%
3
Sell
Sep 18, 2024
Merck & Company
0.43%
▲ 62.58%
2
Sell
Sep 17, 2024
S&P Global
0.39%
▲ 21.46%
2
Sell
Sep 17, 2024
Starbucks
0.43%
▼ 4.23%
2
Sell
Sep 17, 2024
Adobe
0.14%
▼ 51.26%
2
Sell
Sep 17, 2024
Union Pacific
0.48%
▲ 23.11%
2
Sell
Sep 17, 2024
Accenture
0.25%
▼ 40.41%
2
Sell
Sep 17, 2024
PepsiCo
0.4%
▲ 16.81%
2
Sell
Sep 17, 2024
Linde
0.47%
▲ 18.20%
2
Sell
Sep 17, 2024
Stryker
0.44%
▲ 43.73%
2
Sell
Sep 17, 2024
AbbVie
0.48%
▲ 41.96%
2
Sell
Sep 17, 2024
Lockheed Martin
0.5%
▲ 34.93%
4
Sell
Sep 17, 2024
Thermo Fisher
0.43%
▲ 1.12%
2
Sell
Sep 17, 2024