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CMA-Edge - New Portfolio

CMA-Edge
Individual Investor
Ranked #33,000 out of 857,329 TipRanks' Investors
Success Rate
83%
30 out of 36
profitable transactions
Average Return
87.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.31%
6-Month Return▼ 0.74%
12-Month Return▲ 7.04%
YTD Return▼ 6.80%
Total Return▲ 34.04%

Best Trade

Opened at
Closed at-
Gain▲ 538.46%

Bio

Blue Chip 30

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 4.35%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.70%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.11%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.41%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.76%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.72%
Jan 2026
▼ 1.18%
▼ 0.86%
▼ 1.64%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 6.84%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 4.35%
▲ 12.88%▲ 3.56%▲ 2.70%
▲ 10.96%▲ 2.38%▲ 2.11%
▼ 3.68%▲ 0.19%▲ 2.41%
▼ 0.10%▲ 0.08%▲ 0.76%
▲ 4.06%▲ 1.47%▲ 1.72%
▼ 1.18%▼ 0.86%▼ 1.64%
▲ 1.73%▼ 5.20%▼ 6.84%

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
1.48%
▲ 74.85%
3
Sell
Sep 18, 2024
Costco
1.01%
▲ 278.81%
3
Sell
Sep 18, 2024
Alphabet Class A
2.59%
▲ 200.61%
3
Sell
Sep 18, 2024
Microsoft
1.69%
▲ 88.40%
4
Sell
Sep 18, 2024
Apple
1.95%
▲ 391.61%
3
Sell
Sep 18, 2024
Nvidia
0.48%
▲ 50.95%
3
Sell
Sep 18, 2024
Merck & Company
0.41%
▲ 52.88%
2
Sell
Sep 17, 2024
S&P Global
0.4%
▲ 24.10%
2
Sell
Sep 17, 2024
Starbucks
0.42%
▼ 8.24%
2
Sell
Sep 17, 2024
Adobe
0.15%
▼ 46.33%
2
Sell
Sep 17, 2024
Union Pacific
0.46%
▲ 15.45%
2
Sell
Sep 17, 2024
Accenture
0.28%
▼ 33.62%
2
Sell
Sep 17, 2024
PepsiCo
0.38%
▲ 11.59%
2
Sell
Sep 17, 2024
Linde
0.46%
▲ 14.68%
2
Sell
Sep 17, 2024
Stryker
0.45%
▲ 42.25%
2
Sell
Sep 17, 2024
AbbVie
0.48%
▲ 40.01%
2
Sell
Sep 17, 2024
Lockheed Martin
0.52%
▲ 37.94%
4
Sell
Sep 17, 2024
Thermo Fisher
0.42%
▼ 3.31%
2
Sell
Sep 17, 2024