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CMA-Edge - New Portfolio

Andrew Toback

CMA-Edge
Individual Investor
Ranked #382,736 out of 794,582 TipRanks' Investors
Success Rate
31%
22 out of 72
profitable transactions
Average Return
-9.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.43%
6-Month Return-
12-Month Return-
YTD Return▼ 8.19%
Total Return▼ 9.03%

Best Trade

Opened at
Closed at-
Gain▲ 81.39%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 0.92%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 6.72%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.93%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.22%
Mar 2025
▼ 17.84%
▼ 9.67%
▼ 10.08%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.33%▼ 2.41%▼ 0.92%
▲ 5.87%▲ 2.69%▲ 6.72%
▼ 12.86%▼ 1.27%▲ 0.93%
▼ 1.80%▼ 5.57%▼ 5.22%
▼ 17.84%▼ 9.67%▼ 10.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ventas
▲ 11.07%
2
Close
Apr 05, 2025
Mind Medicine
▼ 26.34%
4
Close
Apr 05, 2025
American International Group
▲ 8.70%
2
Close
Apr 05, 2025
Royalty Pharma
▲ 23.16%
3
Close
Apr 05, 2025
Flagstar Financial
▲ 16.00%
3
Close
Apr 05, 2025
Hawaiian Electric
▲ 1.01%
3
Close
Apr 05, 2025
Senseonics Holdings
0.29%
▼ 4.56%
6
Sell
Apr 04, 2025
Melco Resorts & Entertainment
2.12%
▼ 16.84%
3
Buy
Apr 04, 2025
Vodafone
1.54%
▼ 20.21%
4
Sell
Apr 04, 2025
Super Micro Computer
3.6%
▼ 8.23%
2
Buy
Apr 04, 2025
StepStone Group
4.41%
▼ 26.99%
2
Buy
Apr 04, 2025
Berkshire Hathaway B
▲ 7.20%
7
Close
Apr 04, 2025
Trade Desk
3.72%
▼ 6.92%
2
Buy
Apr 04, 2025
Nvidia
3.79%
▼ 7.36%
2
Buy
Apr 04, 2025
NOV
▲ 4.28%
3
Close
Apr 03, 2025
AES
2.17%
▼ 8.38%
3
Buy
Apr 03, 2025
Integral Ad Science
▼ 21.88%
2
Close
Apr 03, 2025
TTM Technologies
1.79%
▼ 14.72%
2
Buy
Apr 03, 2025
UBISOFT Entertainment
2.11%
▼ 7.08%
2
Buy
Apr 03, 2025
Aris Water Solutions
1.53%
▼ 2.28%
2
Buy
Feb 21, 2025