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CMA-Edge - New Portfolio

CMA-Edge
Individual Investor
Ranked #15,826 out of 769,291 TipRanks' Investors
Success Rate
94%
34 out of 36
profitable transactions
Average Return
75.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.35%
6-Month Return▲ 20.14%
12-Month Return▲ 26.78%
YTD Return▲ 25.10%
Total Return▲ 27.42%

Best Trade

Opened at
Closed at-
Gain▲ 353.02%

Bio

Blue Chip 30

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▲ 2.21%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.49%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.36%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 11.70%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.24%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.03%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 1.17%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 2.21%
▲ 11.46%▲ 5.06%▲ 1.49%
▼ 2.25%▲ 3.53%▲ 0.36%
▲ 25.72%▲ 1.21%▲ 11.70%
▼ 4.22%▲ 2.34%▲ 5.06%
▲ 7.82%▲ 2.10%▲ 3.24%
▲ 5.70%▼ 0.89%▼ 3.03%
▲ 37.60%▲ 4.40%▲ 1.17%

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
1.44%
▲ 68.90%
3
Sell
Sep 18, 2024
Costco
1.02%
▲ 272.31%
3
Sell
Sep 18, 2024
Alphabet Class A
1.44%
▲ 67.41%
3
Sell
Sep 18, 2024
Microsoft
1.87%
▲ 103.70%
4
Sell
Sep 18, 2024
Apple
1.84%
▲ 353.02%
3
Sell
Sep 18, 2024
Nvidia
0.4%
▲ 28.20%
3
Sell
Sep 18, 2024
Merck & Company
0.36%
▲ 33.71%
2
Sell
Sep 17, 2024
S&P Global
0.49%
▲ 49.52%
2
Sell
Sep 17, 2024
Starbucks
0.47%
▼ 0.80%
2
Sell
Sep 17, 2024
Adobe
0.32%
▲ 9.11%
2
Sell
Sep 17, 2024
Union Pacific
0.48%
▲ 17.46%
2
Sell
Sep 17, 2024
Accenture
0.5%
▲ 19.84%
2
Sell
Sep 17, 2024
PepsiCo
0.42%
▲ 19.25%
2
Sell
Sep 17, 2024
Linde
0.44%
▲ 6.90%
2
Sell
Sep 17, 2024
Stryker
0.52%
▲ 65.33%
2
Sell
Sep 17, 2024
AbbVie
0.42%
▲ 17.24%
2
Sell
Sep 17, 2024
Lockheed Martin
0.46%
▲ 19.16%
4
Sell
Sep 17, 2024
Thermo Fisher
0.46%
▲ 5.19%
2
Sell
Sep 17, 2024