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CMA-Edge
- New Portfolio
Performance
Portfolio Details
Roel
CMA-Edge
Individual Investor
Ranked #297,359 out of 812,326 TipRanks' Investors
Success Rate
54%
86 out of 159
profitable transactions
Average Return
11.07%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 0.08%
6-Month Return
▲ 5.50%
12-Month Return
▲ 24.28%
YTD Return
▲ 12.00%
Total Return
▲ 18.00%
Best Trade
Asset
Dave (DAVE)
Opened at
Jul 29, 2024
Closed at
Jul 09, 2025
Gain
▲ 672.61%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
27.86%
0
-27.86%
▲ 6.03%
▲ 2.69%
▲ 6.06%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.71%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.93%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.26%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.65%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.77%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 4.41%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 0.33%
Aug 2025
TipRanks Average
S&P 500
Investor Portfolio
▲ 6.03%
▲ 2.69%
▲ 6.06%
▼ 12.86%
▼ 1.27%
▼ 2.71%
▼ 1.80%
▼ 5.57%
▼ 5.93%
▲ 1.84%
▼ 0.87%
▼ 3.26%
▲ 12.20%
▲ 6.28%
▲ 7.65%
▲ 6.24%
▲ 5.14%
▲ 5.77%
▲ 27.86%
▲ 2.30%
▲ 4.41%
▲ 0.42%
▲ 0.11%
▲ 0.33%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
COLD
Americold Realty
12.11%
▼ 9.27%
3
Buy
Aug 07, 2025
ARIS
Aris Water Solutions
0.06%
▲ 15.44%
4
Sell
Aug 07, 2025
BRSL
Brightstar Lottery
0.04%
▲ 5.18%
2
Sell
Aug 07, 2025
CWAN
Clearwater Analytics Holdings
24.89%
▼ 5.81%
2
Buy
Aug 07, 2025
HCKT
The Hackett Group
0.05%
▼ 0.10%
1
Buy
Aug 06, 2025
DB
Deutsche Bank AG
0.01%
▲ 72.03%
3
Sell
Aug 01, 2025
VNOM
Viper Energy
14.02%
▼ 11.29%
10
Buy
Aug 01, 2025
RITM
Rithm Capital
0.02%
▲ 13.95%
9
Sell
Aug 01, 2025
RYAN
Ryan Specialty Group
12.7%
▼ 5.03%
3
Buy
Jul 31, 2025
SLP
Simulations Plus
13.77%
▲ 8.57%
1
Buy
Jul 31, 2025
CIVI
Civitas Resources
0.08%
▲ 3.76%
2
Sell
Jul 30, 2025
CMPS
COMPASS Pathways
0.01%
▲ 5.64%
2
Sell
Jul 30, 2025
IREN
Iris Energy
―
▲ 93.87%
3
Close
Jul 28, 2025
TMUS
T Mobile US
0.01%
▲ 12.08%
6
Sell
Jul 28, 2025
WBS
Webster Financial
0.02%
▲ 14.96%
7
Sell
Jul 25, 2025
ASIX
AdvanSix
―
▼ 14.10%
7
Sell
Jul 19, 2025
EWBC
East West Bancorp
―
▲ 24.68%
7
Close
Jul 19, 2025
VST
Vistra Energy
―
▲ 58.61%
7
Close
Jul 19, 2025
DAL
Delta Air Lines
―
▲ 21.66%
11
Close
Jul 19, 2025
CPA
Copa Holdings
―
▲ 17.12%
11
Close
Jul 19, 2025
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